Sharp Tech with Ben Thompson

Andrew Sharp and Ben Thompson
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A podcast about understanding how tech works and the way it is changing the world. Hosted by Andrew Sharp with Ben Thompson.

  1. قبل ٥ أيام

    (Preview) The App Store in the Shadow of AI, Offensive and Defensive Cybersecurity, Q&A on Financial Planning, AI Writing, American Sports

    On today’s show Andrew and Ben begin with reflections on big Apple news that feels relatively small alongside a world of growth and dramatic questions across technology in the AI era. Then: They turn to the news that OpenAI is pausing its Internet model training, the incentive structure that makes cybersecurity challenging and how AI compounds the challenge, two digressions from Ben on misalignment and a new AI use case, and why black hat and white hat cybersecurity actors are both doing the same thing in the AI era. At the end: More thoughts on bubble benefits that may survive, an emailer considers a financial planning career but is concerned about AI, two follow-ups on AI and the writing process, and European emailer thinks Americans who love sports love everything but the actual sport.

  2. ١٤ أغسطس

    (Preview) Nvidia’s Answer to Capital Constraints, Google’s Attrition and Direction, Q&A on AI Writing, Vision Pro, Vibe Coding

    Ben and Andrew begin with Nvidia’s announcements of a new funding model for AI infrastructure, including the differences and similarities with railroad expansion 150 years ago, why LLMs were a gift and curse to Nvidia’s business, the pressure on Nvidia coming from Google and Amazon, and the expanded blast radius as Nvidia works to mobilize third party funding. From there: Why the turnover at Google may actually be a good sign for Google’s frontier efforts, and extended thoughts the future of AI-generated output, ideas and substantiation, and Anthropic’s plan to watermark outputs. At the end: A question about the Vision Pro, the obstacles for Starlink Mobile, and a cranky emailer yields a clarifying answer on why Ben is excited about his vibe coded app.

  3. ٦ أغسطس

    (Preview) Microsoft’s Plan for Platform Survival, Meta and the Market’s Permission, A Lack of Situational Awareness

    On today’s show Ben and Andrew begin with Microsoft, Meta and Google in the wake of their latest earnings reports. First: Microsoft’s push to be the middle layer for enterprise AI, threats to the company’s competitive position in the long run, and the subtext of the open weights open letter frenzy two weeks ago. Then: Parsing Google and Meta strategies as Google hedges its frontier bets, while Meta continues its frontier spending and announces questionable plans for an enterprise business. At the end: The future of the lending environment for Meta and the other hyperscalers, a bubble check-in, a rundown of what happened between Citadel and the Situational Awareness, close encounters with Ben’s vibe coded app, and an emailer offers a compelling theory on the push for Permanent Daylight Savings Time.

  4. ٢٣ يوليو

    (Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum

    On today’s show Ben and Andrew begin with takeaways from OpenAI’s sandboxing snafu, including a reminder that the big bad wolf is real, OpenAI’s failures, and the timing challenge with warnings from AI labs. From there: Talking through Ben’s article on Kimi K3 and the future of open weights AI models in the U.S., including why the U.S. open source market has stagnated, the motives of various tech constituencies to drive competition with OpenAI and Anthropic, the difference between the training market and the inference market, intelligence as a commodity, and why OpenAI and Anthropic may have a more defensible lead than it seems. At the end: The government’s disagreements about how to handle Chinese models, the argument for encouraging U.S. distillation, the security risks of building atop Chinese infrastructure, an email about Chinese innovation, concerns over American credentialism, and a potential curveball from the CCP after a week of Kimi anxiety.

  5. ١٧ يوليو

    (Preview) The Continuing Adventures of OpenAI, Apple’s Trade Secrets Lawsuit, Q&A on Mainframes, Meta, Daylight Savings Time

    On today’s show Ben and Andrew begin with a raft of OpenAI news, including reactions to the first reports of what OpenAI’s first hardware product will be, the logic of OpenAI’s hardware business generally, the Codex push in the mac app, and a request for a Codex computer. From there: The Apple-OpenAI trade secrets lawsuit, including Apple history, a reckless OpenAI employee, and the funniest part of the complaint. At the end: IBM’s stock and the specific way AI may have affected mainframe spending, how AI will manifest in real-world software, an email about Meta’s messaging as a recruiting pitch, notification management, monetizing expertise, and a word about daylight savings time.

  6. ١٠ يوليو

    (Preview) Meta and Its Messaging Problem, The XBOX Reset, Q&A on Token Costs, American Soccer, Starlink in Nature

    On today’s show Andrew and Ben begin with a look at the state of Meta. Topics include: Mark Zuckerberg’s sins of commission vs. omission as a messenger, Meta’s AI opportunity, directionally correct investments, the problems with Meta as a cloud provider, and the absence of religion in Menlo Park. From there: Why Microsoft should move on from the XBOX era, and the shift in gaming habits that doomed Game Pass from the outset. At the end: OpenAI introduces GPT-Live, a question about the cost of Ben’s vibe coding adventure spawns a digression on future token costs, the cost of youth sports, American soccer and learning Chinese, tech weirdos and the future of normie app building, and Ben gets castigated for bringing a Starlink on vacation.

  7. ٢٦ يونيو

    (Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer

    Ben and Andrew begin with an extended look at the market for memory chips, including market history, the supply crunch driving up today’s valuations, the myopia from SK Hynix, Samsung and Micron, new entrants from China, and why the timing of Apple’s price increases are a bearish signal. From there: Both hosts share their daily caffeine regimen, garage takes, and lots of thoughts on vibe coding after Ben’s 10-day foray into AI-assisted engineering. At the end: Codex marketing and an imminent OpenAI super app, Sam Altman’s appearance in a game of mafia, could the EU push Apple to better business strategy, stock buyback clarification, ocean data centers, metricmaxxing, and an update on last week’s hydration break take along with a better fix for international soccer.

  8. ١٩ يونيو

    (Preview) The Anthropic Saga Continues, Fox and the Future of Streaming, Q&A on ChatGPT, Agentic Shopping, Autonomous Driving

    On today’s show Ben and Andrew begin with a hydration break take as the World Cup continues before turning to the latest on Anthropic’s export control saga, what the Trump administration may not understand about AI cybersecurity, and what Anthropic still doesn’t understand about dealing with the government. From there: Fables differentiation, the dangers of ringfencing frontier AI within U.S. borders, and how open source Chinese AI may affect the marketplace. From there: Why Ben gives Fox the benefit of the doubt after its Roku purchase this week, whether Siri AI will nuke ChatGPT’s market, Noam Shazeer joins OpenAI, what e-commerce will and won’t be automated, and whether autonomous driving can scale on ICE vehicles.

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حول

A podcast about understanding how tech works and the way it is changing the world. Hosted by Andrew Sharp with Ben Thompson.

المعلومات

  • صناع العمل
    Andrew Sharp and Ben Thompson
  • سنوات النشاط
    ٢٠٢٢ - ٢٠٢٦
  • الحلقات
    ٢٨٥
  • التقييم
    ملائم
  • حقوق النشر
    © Sharp Tech Podcast LLC
  • موقع البرنامج على الويب
    Sharp Tech with Ben Thompson

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