
Hosted by Andrew Sharp and Ben Thompson · EN

Unpacking a quietly significant announcement from Anduril this week, the future of hardware and software in the U.S. defense industry, and checking in with OpenAI as the company announces a new subscription tier for ChatGPT. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Anduril Industries — X: @andruiltech An Interview with Gregory Allen About the State of China Chip Export Controls — Stratechery Interview ChatGPT Pro, o1 Pro, Sora — Stratechery Update OpenAI seeks to unlock investment by ditching ‘AGI’ clause with Microsoft — Financial Times Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

First, a follow-up to Ben's article on Gen AI and the future of user interfaces, and then emails on architecture and structural incentives, Bob Noyce and American lithography, Blue Origin and Amazon, the role of capitalism in the declining birth rate around the world, and thoughts on 'X' and its Reels-ification in 2024. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The Gen AI Bridge to the Future — Stratechery Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

A closer look at Intel's fall from grace in the wake of CEO Pat Gelsinger's sudden retirement and with the company facing a fresh round of questions about its future. Topics include: Ben's overview of a 20-year run of paradigm shifts and strategic missteps, Gelsinger's strengths and weaknesses, CHIPS Act funds and a looming inflection point, and the murky path forward for American made chips. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Gelsinger Out at Intel, What Happened, Ten Years Too Late — Stratechery Update An Interview with “Father of the iPod” Tony Fadell — Stratechery Interview An Interview with Intel CEO Pat Gelsinger — Stratechery Interview Intel Honesty — Stratechery Intel Concerns, Fubo Blocks Venu — Stratechery Update Intel Problems — Stratechery The Intel Opportunity — Stratechery Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Returning from the holiday week with a look at the explosive growth of AppLovin, various takeaways from the towering success of OnlyFans, Bloomberg history, and questions on the future for Elon Musk and OpenAI. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Eric Seufert About the Current State of Digital Advertising — Stratechery Interview Podcast: Understanding AppLovin — Mobile Dev Memo The Single-Staircase Radicals Have a Good Point — Slate Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Celebrating the holiday week with emails from subscribers. Topics include: integrating LLMs into the modern workflow, human reactions to AI content, Google and its disruption risks, a follow-up to last week’s trade discussion, advice for a young engineer working remotely, creating new reality shows, an unpaid shoe testimonial, family tech support, and more. Happy Thanksgiving to all! To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Talking through the evolution of the modern trade landscape, the implications of tariffs under a new U.S. administration, and Ben’s article on Monday, A Chance to Build. Topics include: the realities that are prompting change, China’s growth in hardware and software, TSMC and Trump, the future for Waymo, and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube A Chance to Build — Stratechery President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph — Stratechery Update Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

The Jake Paul-Mike Tyson fight and what might have gone wrong for Netflix on Friday night, a resolution of the NBA's months-long contract dispute with Warner Bros. Discovery, and Ben explains what Passport can do for creators and shares a few takeaways from his experience building the product over the past few years. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Netflix’s Tyson-Paul Boxing Bout Gets 65 Million Viewers at Peak — Bloomberg Warner Bros. Discovery, NBA Settle Legal Battle Over TV Rights — Wall Street Journal An Interview with Dylan Patel and Doug O’Laughlin About the Current State of Semiconductors and SemiAnalysis — Stratechery Interview Post by Tim Urban — X: @waitbutwhy Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

An emailer wonders whether 30 years of Internet investments and data were the bootloader for an AI transformation in the real world. Ben offers his take on recent reports that OpenAI and Google are seeing diminishing returns from their latest LLMs, and the arrival of Ultrawide capabilities leads to refined takes on the Vision Pro and advice for Apple moving forward. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube OpenAI, Google and Anthropic Are Struggling to Build More Advanced AI — Bloomberg Apple Earnings; AI, Capex, and R&D; The Vision Pro Gets a Killer App — Stratechery Update Meta Meets Microsoft — Stratechery Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

Questions about politics as America's most dominant pop culture franchise, recommendations for the EU, and more. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

The latest legislative push to address TikTok’s relationship to ByteDance, Ben’s 2020 analysis of the threats posed by the app, the arguments and interests opposing a ban, and why US freedoms may ultimately be the best defense against a foreign influence campaign. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Congress Considering TikTok Ban, TikTok’s War, What Now? — Stratechery Update The TikTok War — Stratechery Xi Jinping Thought, Facebook’s Blindspot, The Moat Map Revisited — Stratechery Update Lulu Cheng Meservey — @lulumeservey Engineers of the Soul: Ideology in Xi Jinping's China by John Garnaut — Sinocism Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.