Sharp Tech with Ben Thompson

A closer look at the emergence of stablecoins, their utility in crypto and cross-border payments, progress in the crypto space that could lead to more widespread adoption, and the strategic logic of Stripe's plan to buy Bridge, a stablecoin platform, for a reported $1.1 billion. At the end: Updates on the Apple Vision Pro, and the secret behind the success of Jayden Daniels in Washington, D.C.

To email the show: [email protected]

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Stripe Confirms Plans to Acquire Stablecoin Platform Bridge — Bloomberg

Stripe Acquires Bridge, Stablecoins, Platform of Platforms — Stratechery Update

Tim Cook on Why Apple’s Huge Bets Will Pay Off — Wall Street Journal

Apple Sharply Scales Back Production of Vision Pro — The Information

Jayden Daniels’ growth with VR simulation has Commanders embracing mind games — The Athletic

The German VR ‘flight simulator’ behind LSU QB Jayden Daniels’ Heisman-caliber 2023 season — The Athletic

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OpenAI's latest valuation and the value of the ChatGPT brand, the AGI clause in the OpenAI-Microsoft partnership, a follow-up on Waymo's data and the Bitter Lesson, a twist in the AI device form factor conversation, and a question about Orion and the importance of elite talent in big tech.

To email the show: [email protected]

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OpenAI’s New Model, How o1 Works, Scaling Inference — Stratechery Update

OpenAI DevDay, OpenAI’s Wrenching Transition, Lonely At the Top — Stratechery Update

Microsoft and OpenAI’s Close Partnership Shows Signs of Fraying — New York Times

Elon Dreams and Bitter Lessons — Stratechery

An Interview with Hugo Barra About Orion and Meta’s AR Strategy — Stratechery Interview

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Understanding Tesla’s approach to an autonomous driving future, why some observers think Tesla is ahead of Waymo today, and questions about market structure and regulation concerns as the future of transportation takes shape. At the end: An additional note on politics as a zero sum game, and a few thoughts on the rest of the F1 season.

To email the show: [email protected]

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Elon Dreams and Bitter Lessons — Stratechery

The Bitter Lesson — Incomplete Ideas

An Interview with Hugo Barra About Orion and Meta’s AR Strategy — Stratechery Interview

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Explaining the SpaceX breakthrough over the weekend and why it mattered, an email about the next decade in tech, Tesla's 'We, Robot' event and the challenge of analyzing Elon Musk, a few more Waymo emails, and watches.

To email the show: [email protected]

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In an engineering feat, mechanical SpaceX arms catch Starship rocket booster back at the launch pad — AP

SpaceX Starship Flight 5 — YouTube

The End of the Beginning — Stratechery

An Interview with Gregory Allen About Transforming U.S. Defense — Stratechery Interview

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An injunction in the wake of the Epic v. Google case highlights the value of network effects in the app store market and the limits of antitrust law to restore competition, the DOJ proposes a break-up of Google that may run into similar problems in the search market, and Ben explains why Tesla's taking a different approach to autonomous driving than Waymo.

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Google Must Make It Easier for App Stores to Compete on Android, Judge Rules — Wall Street Journal

Google’s Play Store Remedies, The Injunction, The Power of Network Effects — Stratechery Update

US Weighs Google Breakup in Historic Big Tech Antitrust Case — Bloomberg

Tesla’s Robotaxi Event, Tesla Self-Driving 12.5 Experience, Starlink and Airlines — Stratechery Update

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Ben's experience with Waymo and a question about AI automation implications, NotebookLM arrives and intrigues, follow-ups on the Orion conversation, and two notes on platforms and the future of media consumption.

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Taking Waymo, Uber and Waymo — Stratechery Update

More on Orion, Where Vision Pro Went Wrong, Apple’s Response and Meta’s Motivation — Stratechery Update

Post from Kuldar — X: @kkuldar

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A few follow-up questions on Meta's plans for the Orion glasses and the looming competition with Apple, surveying the past 12 months at OpenAI, a question about X and the decision to limit the distribution of a hacked JD Vance dossier, and a question about the future of media consumption in the wake of ESPN's decision to part ways with Zach Lowe.

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More on Orion, Where Vision Pro Went Wrong, Apple’s Response and Meta’s Motivation — Stratechery Update

An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs — Stratechery Interview

Turning OpenAI Into a Real Business Is Tearing It Apart — Wall Street Journal

Snap Spectacles, iOS 18 Contacts Crack Down — Stratechery Update

ESPN lays off NBA reporter Zach Lowe over seven-figure salary — New York Post

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An episode of reactions to Meta Connect 2024. Topics include: the lively atmosphere during Mark Zuckerberg’s keynote, Ben’s experience with the Orion AR glasses, the strengths and weaknesses of Apple and Meta in the race to create a platform for the future, Llama 3.2, Snap’s Spectacles, and more.

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An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs — Stratechery Interview

Meta and Reasonable Doubt — Stratechery

DALL-E, the Metaverse, and Zero Marginal Content — Stratechery

Snap Spectacles, iOS 18 Contacts Crack Down — Stratechery Update

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Answering listener questions on a tidal wave of sports gambling advertising, Sony’s strategy for the PlayStation Pro, robotics and the potentially destabilizing impact of AI, Apple’s latest ads, Microsoft’s LinkedIn purchase, and more.

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Unity Scraps Runtime Fee, Back to Reality, Sony PlayStation Pro — Stratechery Update

OpenAI’s New Model, How o1 Works, Scaling Inference — Stratechery Update

Copilot Pages, Salesforce Agents — Stratechery Update

Apple store employees hype the iPhone 16 — X: @9to5mac

Apple Intelligence | Custom memory movies | iPhone 16 Pro — Apple YouTube Channel

How to Have Interesting Ideas (The Ben Thompson Playbook) — How I Write

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Understanding the way LLMs have worked and why OpenAI's o1 model appears to be different, reactions to Microsoft's Copilot Pages and Marc Benioff's vision for agents, and why o1 and a generation of "reasoning models" could provide intriguing possibilities for AI investments across the enterprise space.

To email the show: [email protected]

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Copilot Pages, Salesforce Agents — Stratechery Update

OpenAI’s New Model, How o1 Works, Scaling Inference — Stratechery Update

MKBHDs For Everything — Stratechery

Microsoft Customers Pause on Office AI Assistant Due to Budgets, Bugs — The Information

Steve Jobs Insult Response — YouTube

Matt Damon and George Clooney in Ocean's 11 — YouTube

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Questions about politics as America's most dominant pop culture franchise, recommendations for the EU, and more.

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What Apple's iPhone event signals about priorities for the company, a digression on the App Store and its attendant risks, and thoughts on what Steve Jobs could and couldn't change about Apple in 2024.

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Boomer Apple — Stratechery

Everything as a Service — Stratechery

Apple’s Middle Age — Stratechery

iPhone Pricing, DirecTV and Disney, Bars and Sports — Stratechery Update

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Answering questions about Apple’s Woj, a cornucopia of iPhone options, founder mode, and more.

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Apple Moves Forward With Foldable iPhone — The Information

Unboxing the new #Pixel9 — TikTok: @google

Founder Mode — Paul Graham

ASML’s China Chip Business Faces New Curbs From Netherlands — Bloomberg

China Warns Japan of Retaliation for Possible New Chip Curbs — Bloomberg

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Tracing the history that led to the decline of Intel, why Ben is conflicted about the potential solutions to the company's woes, and a Third Circuit verdict on Section 230 that could upend three decades of precedent across the tech ecosystem.

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Intel Honesty — Stratechery

Broadcom and Intel?, Nvidia Earnings, DOJ Investigating Nvidia — Stratechery Update

Intel Concerns, Fubo Blocks Venu — Stratechery Update

Intel Earnings, Intel’s Nadir — Stratechery Update

An Interview with “Father of the iPod” Tony Fadell — Stratechery Interview

An Interview with Intel CEO Pat Gelsinger — Stratechery Interview

An Interview with Intel CEO Pat Gelsinger About Intel’s Progress Towards Process Leadership — Stratechery Interview

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The charges against Pavel Durov in France, the differences between encrypted messaging apps and Telegram, the philosophical questions underlying moderation scrutiny, and thoughts on Mark Zuckerberg's letter to the House Judiciary Committee this week.

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Post from Ethan Mollick — X: @emollick

DALL-E, the Metaverse, and Zero Marginal Content — Stratechery

Telegram CEO Durov faces preliminary charges in France of allowing crime on messaging app — Associated Press

Telegram CEO Charged Over Alleged Criminal Use of App — Bloomberg

The Multitudes of Social — Stratechery

Why Facebook Shouldn’t Be Allowed to Buy tbh — Stratechery

Google, Machine Learning, and CSAM; Takeaways and Tradeoffs; Apple’s CSAM Controversy — Stratechery Update

Mark Zuckerberg's Letter to Jim Jordan — Meta

Twitter, Responsibility, and Accountability — Stratechery

Russia, Google and Apple; The App Firewall; Laptop Assumptions — Stratechery Update

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Answering listener questions about Disney's massive investment in cruises, follow-ups on Canva and Sarbanes-Oxley, a new Chick-Fil-A streaming service, Perplexity’s advertising strategy, and lots more.

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Disney’s Taylor Swift Era — Stratechery

An Interview with Canva CEO Melanie Perkins About Disrupting Design — Stratechery Interview

Chick-Fil-A Hatches Plans For Streaming Service As Reality TV Comes Home To Roost — Deadline

Chick-fil-A Opens Its First-Ever Elevated Drive-Thru Restaurant — Yahoo! News

Parisian Love (2010) — Google

The world has changed a lot in the last decade...has your search engine? — Perplexity

Perplexity Print ads — X: @jackgwhitaker

This Is What Happens When Tech Bros Attempt to ‘Fix’ Online Recipes — Eater

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A conversation about Canva and lessons from its growth story, the future of graphic design and visual learning, and a word about tech IPOs in the modern era. At the end: The injunction blocking the launch of a new streaming service, follow-ups on surgeon groupchats, and an emailer makes Sharp Tech history.

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An Interview with Canva CEO Melanie Perkins About Disrupting Design — Stratechery Interview

Fox-Disney Sports Service Blocked by Judge in Win for Fubo — Bloomberg

Vision Pro at Work, The Sports Bundle — Stratechery Update

The Rise and Fall of ESPN’s Leverage — Stratechery

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Answering listener questions on the BNPL model for smartphones, whether Apple employees hate the App Store policies, Apple Intelligence and search, and lots more.

To email the show: [email protected]

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The history of PCs and smartphones as context for Google's integrated strategy for Android, and reactions to Apple's plans for the NFC chip and its approach to Patreon and payment processing. At the end: Final thoughts on Peacock and the Olympics, Amazon’s Whole Foods experiment, and a listener requests a tour of Ben’s cord bag.

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For a collection of all the accessories Ben mentioned during the final segment, click here.

The Truth About Windows Versus the Mac — Stratechery

Obsoletive — Stratechery

Integration and Android — Stratechery

Apple to Open Payment Chip to Third Parties and Charge Fees — Bloomberg

NBC Measurement, Apple and Patreon, Substack Next? — Stratechery Update

Olympic Ratings, Peacock’s Abundance, Comcast Earnings — Stratechery Update

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The implications and inherent tensions of this week’s verdict in U.S. v. Google, Apple and a mountain of services revenue suddenly in jeopardy, and emails on aggregators, Elon Musk’s latest lawsuit, Crunchyroll and more.

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Friendly Google and Enemy Remedies — Stratechery

Google Decision Follow-Up, Amazon Earnings — Stratechery Update

United States v. Google — Stratechery

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What Nike's recent struggles can teach us about maintaining culture and competing in e-commerce, plus questions on Amazon and Temu, Meta's threat to AI incumbents, and the pricing strategy of AI cloud providers. At the end: The implication of recent Netflix news, NBC's pricing strategy for Peacock, Google's new Gemini commercial, and more.

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Nike: An Epic Saga of Value Destruction — Massimo Giunco

Microsoft Earnings, Copilot and CapEx, Pichai on Risk — Stratechery Update

Llama 3.1; Zuckerberg on Open Source AI; Kamala Harris, Europe, and Tech Innovation — Stratechery Update

Google Earnings, YouTube and Brand Advertising, Network and the Web’s AI Problem — Stratechery Update

Netflix Earnings, The Status of Netflix Advertising — Stratechery Update

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Meta debuts a powerful new LLM, Mark Zuckerberg makes the case for an open approach to AI, and Ben explains the Crowdstrike mess and why this episode highlights fundamental tensions between security and competition. At the end: Updated thinking on Netflix and what it wants from the ad business, and marveling at Apple's spending spree in Hollywood.

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Open Source AI Is the Path Forward — Mark Zuckerberg

Llama 3.1; Zuckerberg on Open Source AI; Kamala Harris, Europe, and Tech Innovation — Stratechery Update

What is CrowdStrike, and what happened? — The Verge

Netflix Earnings, The Status of Netflix Advertising — Stratechery Update

Crashes and Competition — Stratechery

Why Netflix Should Sell Ads — Stratechery

Apple Tries to Rein In Hollywood Spending After Years of Losses — Bloomberg

Ladies and gentlemen, The Weeknd (on Apple Vision Pro) — The Verge

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Projecting antitrust policy in a second Trump administration and explaining the splintered interests among little tech and big tech, checking in with the state of X under Elon Musk, and two ChatGPT testimonials help explain the status quo. At the end: Both hosts choose new jobs and new favorite teams.

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JD Vance and Tech, Big Tech Versus Little Tech, JD Vance’s Remarks About Antitrust at the RemedyFest Conference — Stratechery Update

Tech For Trump, Breaking the Deal, From Inertness to Interest — Stratechery Update

Tech CEOs on Trump, X and the E.U., Apple Settles with E.U. Over NFC — Stratechery Update

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Ben and Andrew return with thoughts on Apple's calculus in the EU, why better App Store policies may not have mattered, perspectives from US and EU citizens, and follow-up to Ben's article on various EU regulatory ambitions. Then: The news that neither Apple nor Microsoft will take observer seats on the OpenAI board, Paramount's merger and an endorsement of irrational Hollywood, Apple unveils its F1 movie, bubble tea takes, and President Mr. Beast.

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The E.U. Goes Too Far — Stratechery

Apple and the OpenAI Board, Microsoft and the OpenAI Board — Stratechery Update

Microsoft and Apple drop OpenAI seats amid antitrust scrutiny — Financial Times

Why Apple Deserves Special Scrutiny, Paramount Merges with Skydance — Stratechery Update

'F1' Official Tease — YouTube

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Perplexity and the choices facing publishers in the AI era, revisiting the decisions and structural forces that led to media struggles in the online economy, and an emailer from the EU who wonders about the costs of the expansive language in the digital markets act. At the end: Ice cream, and a few interview recs for the break.

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Perplexity and Robots.txt, Perplexity’s Defense, Google and Competition — Stratechery Update

European Commission Charges Apple, Apple Delays New Features for E.U. — Stratechery Update

An Interview with Benedict Evans About Regulation and AI — Stratechery Interview

An Interview with Nvidia CEO Jensen Huang About AI’s iPhone Moment — Stratechery Interview

An Interview with Eugene Wei About Twitter, Threads, and Taylor Swift — Stratechery Interview

An Interview with Michael Nathanson About a Tumultuous Year in Media — Stratechery Interview

An Interview with Michael Morton About E-Commerce Winners and Losers — Stratechery Interview

An Interview with The Ringer Founder and CEO Bill Simmons — Stratechery Interview

An Interview with Om Malik About Tech’s History and Future — Stratechery Interview

An Interview With The New York Times Company CEO Meredith Kopit Levien — Stratechery Interview

An Interview with Marques Brownlee (MKBHD) About Being a YouTube Star — Stratechery Interview

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Lessons from the FTC's lawsuit alleging that Adobe has violated consumer protection laws in its cloud services business, a question about the vibes at WWDC and other tentpole keynotes across big tech, and a few more notes on Apple, including Facebook's data calculus, the DRI model, and stress-testing the developer concerns with respect to the Vision Pro.

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FTC Sues Adobe, The Legal Question, The Value of Doing Right — Stratechery Update

Adobe’s Subscription Model & Why Platform Owners Should Care — Stratechery

MLS on Vision Pro, The Vision Pro’s Missing Content, The Vision Pro’s DRI — Stratechery Update

The Uncanny Valley of a Functional Organization — Stratechery

Apple’s Organizational Crossroads — Stratechery

Divine Discontent: Disruption’s Antidote — Stratechery

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Answering listener questions in the wake of WWDC, including thoughts on AI for Outlook, whether Apple competitors will allow data access to Apple Intelligence, cloud questions, chip questions, and more.

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Apple Intelligence is Right On Time — Stratechery

WWDC, Apple Intelligence, Apple Aggregates AI — Stratechery Update

How Apple Intelligence Works, Apple’s AI Bear Case, The Talk Show Live — Stratechery Update

An Interview with Daniel Gross and Nat Friedman About Apple and AI — Stratechery Interview

The Apple-OpenAI “Deal”, Japan and the App Store, Apple’s AI Developer Risk — Stratechery Update

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Reviewing all things WWDC in 2024, including the introduction of Apple Intelligence, why Apple's vision for mainstream AI was compelling, the Apple partnership with OpenAI, questions about Private Cloud Compute, and lots more.

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Apple Intelligence AI, iOS 18 and the biggest announcements at WWDC 2024 — Engadget

Apple Intelligence is Right On Time — Stratechery

WWDC, Apple Intelligence, Apple Aggregates AI — Stratechery Update

How Apple Intelligence Works, Apple’s AI Bear Case, The Talk Show Live — Stratechery Update

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A look at Microsoft Recall and the implications of the security changes that were announced this weekend, follow-up questions on what Netflix may build in its advertising business, and a few countervailing notes on the possibility of a dark GPU sequel to the dark fiber story after the dot com bubble.

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Apple Intelligence is Right On Time — Stratechery

Stealing everything you’ve ever typed or viewed on your own Windows PC is now possible with two lines of code — inside the Copilot+ Recall disaster. — DoublePulsar

Windows won’t take screenshots of everything you do after all — unless you opt in — The Verge

Microsoft Build, Copilot Platforms, A Note on Recall — Stratechery Update

Netflix and the NFL, Netflix Internalizes Ads, Comcast’s Bundle — Stratechery Update

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A look at Walmart’s challenges and opportunities as it builds an ad business, how Walmart became a differentiated competitor to Amazon, and a question about AI skepticism spawns extended discussion of life in the middle of a bubble. At the end: Picks for the NBA Finals.

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An Interview with Walmart CEO Doug McMillon About Omnichannel Retail — Stratechery Interview

Walmart Earnings, Walmart Connect and Closing the Loop, Walmart Acquires Vizio — Stratechery Update

The AI Revolution Is Already Losing Steam — Wall Street Journal

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A question about generative AI and the hardware powering voice assistants, projecting the GPU future with the dot com bubble as context, and thoughts on Amazon’s capital expenditures and the state of AWS and Amazon Supply Chain. At the end: An Elon hater reviews the Cybertruck.

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Apple Plans AI-Based Siri Overhaul to Control Individual App Functions — Bloomberg

An Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry — Stratechery Interview

Computex 2024, Is AWS Modular or Integrated? — Stratechery Update

The AWS IPO — Stratechery

The Amazon Tax — Stratechery

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A question about the spectrum between LLMs and AGI spawns a conversation about where and how AI might introduce upheaval in the workplace, what TSMC can teach us about probabilistic LLMs, whether AI will be a feature for all big companies or a differentiating product for one winner, and frustrations at the barriers to entry that have thus far allowed big tech to retain control of AI's mainstream applications. Also: An important note about Scarlett Johannson.

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AI Integration and Modularization — Stratechery

Microsoft PAINT can turn your crappy sketch into whatever you imagined it to be! — TikTok: @trevorlong

Apple Bets That Its Giant User Base Will Help It Win in AI — Bloomberg

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The Microsoft Build conference and the introduction of Copilot+ PCs, the potential for Windows as an AI platform that gives developers more certainty, and reactions to Scarlett Johansson's statement about her negotiations with Sam Altman and the launch of GPT-4o.

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Windows Returns — Stratechery

Microsoft Build, Copilot Platforms, A Note on Recall — Stratechery Update

Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift — Stratechery Interview

The End of the Beginning — Stratechery

Scarlett Johansson Says She Was ‘Shocked’ and ‘Angered’ Over OpenAI’s Use of a Voice That Was ‘Eerily Similar to Mine’ — Variety

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A variety of notable Netflix developments over the past few weeks, Hollywood's continued move to a (kinda) rebundled future, and what sports leagues are learning as internet realities take hold across entertainment. At the end: Andrew finally watches "Her" and shares his review.

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Netflix and the NFL, Netflix Internalizes Ads, Comcast’s Bundle — Stratechery Update

Netflix to Show NFL’s Two Christmas Day Games in 2024 — Wall Street Journal

The NFL-Netflix Broken Hearts Club — Puck

The Coming Comp War at Netflix — Puck

Netflix Says Ad Tier Has 40M Users, Plans to Bring Ad Tech In-House in Shift From Microsoft — The Hollywood Reporter

Disney and Warner Bros. Discovery to Launch Disney+, Hulu, Max Streaming Bundle — Variety

Comcast to Launch Peacock, Netflix and Apple TV+ Bundle at a ‘Vastly Reduced Price’ — Variety

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Reactions to two hours of Google on stage this week, thoughts on what an AI makeover for search will mean for businesses that rely on Google for customer acquisition, and answers to mailbag questions on Google Cloud, Apple's rumored partnership with OpenAI, Amazon, and the continued ascent of SpaceX and Starlink.

To email the show: [email protected]

@SharpTechPodcast Channel — YouTube

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Google I/O, Google’s Strengths and Weaknesses, AI Search — Stratechery Update

DJ Marc Rebillet at Google I/O — X: @keshavchan

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Reactions to the GPT-4o demo, a reminder that OpenAI looks more and more like a consumer tech company, and questions about a potential partnership with Apple. At the end: A follow-up on Apple’s ads, and an emailer defends the Bumble CEO.

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Introducing GPT-4o — OpenAI

OpenAI’s Spring Event, GPT-4o, OpenAI and Apple — Stratechery Update

The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs — Stratechery Update

Christmas Commercial 2013 — Apple

Welcome Home by Spike Jonze — Apple

Bumble CEO on Future of Dating — X: @tsarnick

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The iPad commercial that made the Internet angry this week, a question about Google search spawns thoughts on the various futures of Google's business, and a few observations on the Tom Brady roast as a reflection of Netflix strategy. Plus: A final word on the iPad and its utility.

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Meet the New iPad Pro — X: @tim_cook

The iPad Commercial in Reverse — X: @rob_keyes

Apple’s iPad Event, The Peaceful iPad, Disney Earnings — Stratechery Update

Google Earnings, Google’s Re-Org, Google’s True Moonshot — Stratechery Update

TV Advertising’s Surprising Strength — And Inevitable Fall — Stratechery

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A question about Apple sentiment in China spawns memories of Apple's entrance to Japan, the utility of the iPad as a Mac replacement (and why the Vision Pro would be the better option for that job), plus Apple acquisitions, Apple's growth premium, and where, exactly, Meta is spending all that money in the Metaverse.

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Apple’s New iPad Pro Should Turn Device Into True Laptop Replacement — Bloomberg

Apple Earnings, Wearables and Vision Pro, AI Leverage — Stratechery Update

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Parsing the latest reports on the battle for the NBA's next round of broadcast rights, a question about the NBA schedule and how the league should think about competing with the NFL, and the implications of an increasingly bleak outlook for regional sports networks.

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The NBA and Warner Bros. Discovery, Amazon and Microsoft Earnings — Stratechery Update

NBC Prepares $2.5-Billion-a-Year Bid to Pluck NBA Rights From TNT — Wall Street Journal

NBC Sports could buy back rights to iconic theme song ‘Roundball Rock’ if it airs NBA games again, composer John Tesh says — CNBC

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Ben proposes a potential update to Clayton Christensen's theory of disruption, why the latest round of Meta market skepticism is not as crazy as the last few episodes, questions about Facebook and Apple, and an emailer wonders whether Uber is the future aggregator for transportation and beyond.

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Meta and Open — Stratechery

Does VR Matter?, Modular Products and Defining New Markets, TikTok Acquirers — Stratechery Update

Apple Rivals Retool to Challenge the iPhone and Vision Pro — Bloomberg

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Why TikTok makes more sense for Wal-Mart and Amazon than Oracle and Microsoft, and the FTC's ban on noncompete agreements prompts reflections noncompetes in Silicon Valley and the decline of trust across society. At the end: A question about Bluey and purchasing power for streamers, and an update on Drake's AI freestyle.

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The Inside Story Of How Glen Taylor Sabotaged The Timberwolves Sale — Huddle Up

An Interview with Walmart CEO Doug McMillon About Omnichannel Retail — Stratechery Interview

Business Groups Race to Block FTC’s Ban on Noncompete Agreements — Wall Street Journal

FTC Enrages Corporate America by Eliminating Non-Compete Agreements — BIG by Matt Stoller

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A closer look at Netflix after news that the streamer will stop reporting subscription numbers in 2025, a question about Meta’s AI ambitions, and the case for Google making a play to compete with the iPhone. At the end: Drake’s use of AI Tupac in a rap battle.

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Netflix Earnings, Netflix’s Reporting Change, Netflix’s Waiting Game — Stratechery Update

Google and the Limits of Strategy — Stratechery

Google’s True Moonshot — Stratechery

Instagram, TikTok, and the Three Trends — Stratechery

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Celebrating 10 years of Stratechery as a subscription business with 10 questions about analysis, creating on the Internet, what's coming with AI, and what it was like on day 1.

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MKBHDs For Everything — Stratechery

Meta Myths — Stratechery

Why Microsoft’s Reorganization Is a Bad Idea — Stratechery

Popping the Publishing Bubble — Stratechery

Peak Google — Stratechery

The Vision Pro and the Newton, The Case Against AVP as an Entertainment Device, The Most Valuable Tech Product of All — Sharp Tech

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The advertising possibilities that AI can unlock for Meta, Google and Amazon, why TikTok is interested in AI to create digital influencers, and looking to past technologies to predict the impact that AI will make on the economy. At the end: Two questions about chips, a story about EVs and British mechanics, and Scrabble.

To email the show: [email protected]

@SharpTechPodcast Channel — YouTube

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Actors Are Making Thousands of Dollars Through Fake Video Podcast Ads — Bloomberg

TikTok Plots Using Virtual Influencers for Advertising — The Information

The rise of the chief AI officer — Financial Times

Nike designed these wild Air sneakers with a little help from AI — Fast Company

EVs Head for Junkyard as Mechanic Shortage Inflates Repair Costs — Bloomberg

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Andrew and Ben turn to the emailers and answer questions on Jony Ive's post-Apple adventures, structural parallels between tech and the rise of journalists Shams Charania and Adrian Wojnarowski, Instagram's strategy for Reels, the information environment surrounding Neuralink, and the best approach to solving age verification for teenagers.

To email the show: [email protected]

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Jony Ive and Sam Altman’s AI Device Startup in Funding Talks With Emerson, Thrive — The Information

Instagram, TikTok, and the Three Trends — Stratechery

Elon Musk’s Neuralink Shows First Patient Using Its Brain Implant — Wall Street Journal

What the NBA Can Learn From Formula 1 — Stratechery

ESPN Financials, NBA Spin, Jon Stewart vs. Apple — Stratechery Update

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Updated thoughts on Amazon rolling back “just walk out” in grocery stores, context for a viral Meta tweet and a year of pessimism surrounding TSMC in Arizona, and Ben walks through what happened with the XZ backdoor and the changes that should come next.

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The Status of Just Walk Out, TSMC Gets CHIPS Act Grant — Stratechery Update

The XZ Backdoor, What Happened, Open Source Safety — Stratechery Update

Amazon Ditches 'Just Walk Out' Checkouts at Its Grocery Stores — Gizmodo

Facebook Gave Data Access to Chinese Firm Flagged by U.S. Intelligence — New York Times

TSMC says Arizona fab is now ahead of schedule; signs semiconductor talent agreement with Kyushu University — Data Centre Dynamics

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To email the show: [email protected]

Scheduling Note: There will be only one episode of Sharp Tech this week

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MLS on Vision Pro, The Vision Pro’s Missing Content, The Vision Pro’s DRI — Stratechery Update

An Interview with Hugo Barra About a Career in Tech and the Future of VR — Stratechery Interview

Exclusive: Microsoft to separate Teams and Office globally amid antitrust scrutiny — Reuters

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Follow-up on Apple and the DOJ, including new antitrust laws Ben would like to see, distinctions between platforms and aggregators in a regulatory context, and both sides of the Apple API argument. At the end: Attempts to bridge antitrust confusion and a rant on Boeing’s CEO search.

To email the show: [email protected]

Scheduling Note: There will be only one episode of Sharp Tech next week

@SharpTechPodcast Channel — YouTube

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United States v. Apple — Stratechery

Apple and Antitrust for Aggregators, DMA Investigations and Apple’s Risk — Stratechery Update

Apple and the Monopoly Question, iPhone Market Share, Apple’s Durability — Stratechery Update

A Framework for Regulating Competition on the Internet — Stratechery

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A closer look at the US v. Apple complaint, including the good and bad of the introductory rhetoric, debate over the notion that consumers have co-signed Apple's control of the app store, text messaging technology, smartwatches, what Apple has always offered consumers, and the strategic decisions that made the company an attractive antitrust target.

To email the show: [email protected]

@SharpTechPodcast Channel — YouTube

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United States v. Apple — Stratechery

The Supreme Court Declines to Hear Apple-Epic, Apple’s (Predictable) Response — Stratechery Update

Integrated Apple and App Store Risk — Stratechery

App Store Arguments — Stratechery

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An AI day for Sharp Tech. Topics include: Nvidia’s GTC and the Blackwell B200 GPU, Nvidia’s strategic calculus after achieving product market fit, whether Google missed a chance to market TPUs to a wider audience, the logic underlying Microsoft’s bizarre arrangement with Inflection AI, and Apple’s rumored talks about a partnership with Google Gemini.

To email the show: [email protected]

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Nvidia Unveils Latest Chips at ‘AI Woodstock’ — Wall Street Journal

Nvidia Looks to Extend AI Dominance With New Blackwell Chips — Bloomberg

Nvidia Waves and Moats — Stratechery

Microsoft and Inflection AI, Inflection Oddities, The Acquisition That Isn’t — Stratechery Update

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A closer look at Meta's strategy with WhatsApp, why Disney's failure to buy Google in 1999 shouldn't be surprising, Apple's doomed car project and attendant AI ambitions, and a question about the New York Times spawns discussion of the podcast industry, in general.

To email the show: [email protected]

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WhatsApp launches in-chat payments service for businesses in India — Financial Times

Strategy Letter V — Joel on Software

The incredible shrinking podcast industry — Semafor

How Apple Sank About $1 Billion a Year Into a Car It Never Built — Bloomberg

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A look at Reddit’s business as well as the company’s message board DNA, examining some of the opposition to this week’s TikTok legislation, and at the end, identifying the company that should buy TikTok.

To email the show: [email protected]

@SharpTechPodcast Channel — YouTube

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Reddit S-1, Reddit’s Prospects, Reddit Grows Up — Stratechery Update

Congress Considering TikTok Ban, TikTok’s War, What Now? — Stratechery Update

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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 protected]

@SharpTechPodcast Channel — YouTube

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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

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A closer look at Elon Musk’s lawsuit, why it will probably fail, and the OpenAI concerns Musk highlights that remain relevant. Then: Apple’s latest App Store crusade, some amateur psychology, and an emailer’s Google observation yields a Microsoft history lesson.

To email the show: [email protected]

@SharpTechPodcast Channel — YouTube

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Elon Musk Sues OpenAI, Sam Altman, Saying They Abandoned Founding Mission — Wall Street Journal

Elon Musk vs. OpenAI, OpenAI’s Response, OpenAI’s Foundational Problem — Stratechery Update

Elon Musk’s legal case against OpenAI is hilariously bad — The Verge

OpenAI and Elon Musk — OpenAI Blog

Apple Fined by European Commission, Apple’s Spotify Press Release, Apple Revokes Epic’s Developer Account (Again) — Stratechery Update

Post from Tim Sweeney — X: @TimSweeneyEpic

Post from Paul Graham — X: @paulg

Complexity and Strategy — HackerNoon

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The challenges posed by AI as aggregators like Meta and Google deploy models around the around, why personalized LLM output might be a long term solution, and reactions to the latest release from Anthropic and the current pace of AI progress. At the end: A word about Perplexity.

To email the show: [email protected]

@SharpTechPodcast Channel — YouTube

Aggregator’s AI Risk — Stratechery

Google's Culture of Fear — Pirate Wires

The AI wars heat up with Claude 3, claimed to have “near-human” abilities — Ars Technica

The End of the Beginning — Stratechery

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The letter from Sundar Pichai in the wake of a Gemini’s disastrous week, the relationship between TSMC and Nvidia (and why Intel is part of the conversation), and an emailer asks Ben to compare Apple’s now-abandoned car ambitions with Google’s investment in Waymo. At the end: A Vision Pro question and a new Formula One season.

To email the show: [email protected]

@SharpTechPodcast Channel — YouTube

Gemini and Google’s Culture — Stratechery

Google CEO says Gemini AI diversity errors are ‘completely unacceptable’ — The Verge

An Interview with Nat Friedman and Daniel Gross Reasoning About AI — Stratechery Interview

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An email about AI losers spawns a check-in on the AI efforts of the big five, Google’s Gemini rollout prompts a history lesson and questions about the culture, while the debates over Gemini highlight the limits of chatbots and signal another step toward bifurcation between the physical and virtual world.

To email the show: [email protected]

@SharpTechPodcast Channel — YouTube

Groq Costs, Gemini Pro 1.5, Google’s Timidity — Stratechery Update

Sora, Groq, and Virtual Reality — Stratechery

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How the gaming market went from PlayStation to Microsoft Game Pass, the fundamental tensions underlying Microsoft’s current strategy in games, and thoughts on the future for Sony and Meta’s Quest 3 as a gaming console.

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@SharpTechPodcast Channel — YouTube

Microsoft: four Xbox-exclusive games are coming to PS5 and Nintendo Switch — The Verge

Xbox Games to Go Cross-Platform?, Console Context, Xbox’s Final Strategy — Stratechery Update

Xbox’s Announcement; Microsoft’s Messy Middle; Apple in Europe, Continued — Stratechery Update

Consoles and Competition — Stratechery

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A look at the questions surrounding the sports streaming bundle that’s coming from Fox, Disney, and Warner Brothers Discovery, including the challenge of targeting video ads on the internet, why Disney’s bet on sports is a bet on ads, and why Andrew is bearish on the joint venture. At the end: Mark Zuckerberg on the Vision Pro, and Ben takes to Twitter to talk Vision Pro on an airplane.

To email the show: [email protected]

@SharpTechPodcast Channel — YouTube

Why Three Media Giants Made a Hail Mary Bet on Sports Streaming — Wall Street Journal

I tried Vision Pro. Here's my take, shot with Quest's high resolution mixed reality passthrough. — Instagram: @zuck

@BenThompson — X

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Ben and Andrew begin with a note about a recent Stratechery announcement before to turning their attention to a variety of emails about the Apple Vision Pro.

To email the show: [email protected]

@SharpTechPodcast Channel — YouTube

Vision Pro at Work, The Sports Bundle — Stratechery Update

Meta Earnings; Meta, AI, and ATT; Meta’s New Playbook — Stratechery Update

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Ben and Andrew share first impressions after Andrew demos a Vision Pro and Ben spends 24 hours exploring the AVP at home. Plus: Venting about Apple’s user-hostile guest mode process.

To email the show: [email protected]

@SharpTechPodcast Channel — YouTube

The Apple Vision Pro — Stratechery

Apple Vision — Stratechery

Quest vs. Vision, Vision and the Mac, Apple Acquires Mira — Stratechery Update

the thing no one will say about Apple Vision Pro — YouTube: CaseyNeistat

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A new mailbag featuring a comparison between the Vision Pro and night vision goggles, Ben’s process for digesting quarterly earnings news, and some final thoughts on Apple’s approach to the App Store.

To email the show: [email protected]

@SharpTechPodcast Channel — YouTube

Google Earnings, Microsoft Earnings — Stratechery Update

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A question about AI video and what sectors it might disrupt, and the latest attempt at Apple regulation promos a conversation about Apple’s property rights and the future of the App Store.

To email the show: [email protected]

@SharpTechPodcast Channel — YouTube

Lumiere — Google Research

Apple and the DMA, Apple and “Or”, A Reluctant Apple Apologist — Stratechery Update

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Introducing the Sharp Tech YouTube Channel, understanding why Netflix choose the WWE for its first live rights partner in sports, more on the Vision Pro and watching sports in VR, and recapping Ben’s week in Switzerland at the World Economic Forum.

To email the show: [email protected]

@SharpTechPodcast Channel — YouTube

An Interview with Netflix co-CEO Greg Peters About Strategy and Execution — Stratechery Interview

Netflix’s Subscribers, Revenue Surge as It Cracks Down on Password Sharing — Wall Street Journal

Amazon and Diamond Sports, Netflix and WWE — Stratechery Update

The secret to Netflix's total dominance — Business Insider

I co-founded Occupy Wall Street. Now I'm headed to Davos. Why? — Guardian

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Apple’s new App Store rules inspire plenty of familiar complaints, while some of the biggest tech companies in the world tell Apple to launch Vision Pro without them.

To email the show: [email protected]

Apple’s Testy Developer Relationships Threaten to Hamper Vision Pro — Bloomberg

The Apple Vision Pro’s Missing Apps — Stratechery

The Supreme Court Declines to Hear Apple-Epic, Apple’s (Predictable) Response — Stratechery Update

Apple’s biggest critics are big mad about the new 27 percent App Store tax — The Verge

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Peacock makes history as the first streaming service to broadcast an NFL playoff game, an emailer asks Chat GPT licensing deals, and Boeing follow-up spawns questions on the future of free markets and humans vs. software.

To email the show: [email protected]

What is Peacock? Why the NBC platform is exclusively streaming Chiefs-Dolphins playoff game — The Athletic

Global news publisher Axel Springer partners with OpenAI in landmark deal — Reuters

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The latest failures at Boeing invite fresh scrutiny of the incentive structure, strategy lessons embedded in the company's decline, and why Boeing exemplifies the same mistakes and challenges that the rest of the American industrial base will confront in the years to come. At the end: ESPN eyes an even bigger college football investment and a release date for the Vision Pro.

To email the show: [email protected]

Panel on Boeing Plane May Not Have Been Properly Attached, Agency Says — New. York Times

‘I Honestly Don’t Trust Many People at Boeing’: A Broken Culture Exposed — New York Times

The Long-Forgotten Flight That Sent Boeing Off Course — The Atlantic

How Engineering "Took a Back Seat to Finance" at Boeing — WTTW

Inside the strained union of Boeing and Spirit Aerosystems — The Air Current

Apple’s Vision Pro Headset to Go on Sale at US Stores on Feb. 2 — Bloomberg

Sources: College Football Playoff, ESPN discuss 6-year rights contract — ESPN

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A word about the Packers and microchips, and then reactions to the New York Times suing OpenAI and Microsoft for copyright infringement, the similarities and differences between past copyright cases with Google and Napster, and a question about automated copyright enforcement.

To email the show: [email protected]

The Times Sues OpenAI and Microsoft Over A.I. Use of Copyrighted Work — The New York Times

AI’s future could hinge on one thorny legal question — Washington Post

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Give your friends and family the gift of Stratechery Plus.

Celebrating the end of the year with a few reactions to Wednesday’s Paramount-Warner Brothers rumors and a wide variety of mailbag questions. Happy holidays from the entire Sharp Tech team!

To email the show: [email protected]

Scoop: Warner Bros. Discovery in talks to merge with Paramount Global — Axios

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Give your friends and family the gift of Stratechery Plus.

The patent dispute that has Apple ready to take Apple Watches off the market, the expanding powers of the EU regulatory regime, why the Adobe-Figma acquisition raised legitimate competition concerns, and the uncertainty for the startup ecosystem as mergers become more difficult across tech.

To email the show: [email protected]

Apple Is So Big, It’s Almost Eclipsing France’s Stock Market — Bloomberg

Apple Watch Import Ban, Apple v Masimo, Apple’s Response — Stratechery Update

Apple to halt Apple Watch Series 9 and Apple Watch Ultra 2 sales in the US this week — 9to5Mac

When Apple Comes Calling, ‘It’s the Kiss of Death’ — Wall Street Journal

Adobe abandons $20 billion acquisition of Figma — The Verge

Adobe to Buy Collaboration-Software Company Figma for About $20 Billion — Wall Street Journal

Adobe Acquires Figma, Figma’s Disruption, The Figma OS — Stratechery Update

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To email the show: [email protected]

What Clayton Christensen Got Wrong — Stratechery

Google Loses Antitrust Case to Epic; The Differences Between Apple and Google, Revisited; The Tying Question — Stratechery Update

Malakai Bayoh sings a stunning ‘O Holy Night’ duet with Aled Jones — Classic FM YouTube Channel

King's College, Cambridge : 'O Holy Night' : 2015 — Archive of Recorded Church Music YouTube Channel

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Bull and bear cases for Google's long term prospects, why navigating the AI era may require leadership and culture changes, and thoughts on college football's success and Mark Cuban's sale of the Dallas Mavericks. At the end: Select wisdom from Charlie Munger.

To email the show: [email protected]

A collection of Charlie Munger's best quotes — X: @MorningBrew

The College Football Playoff, Events Over Inventory, NASCAR’s New Deal — Stratechery Update

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Ben’s article on “Regretful Accelerationism,” the differences between today’s Internet and that of 10 years ago, AI articles at Sports Illustrated as digital media continues its decline, and why the increasingly bleak outlook for social media might be healthy for society itself.

To email the show: [email protected]

Regretful Accelerationism — Stratechery

Sports Illustrated Published Articles by Fake, AI-Generated Writers — Futurism

Why Web Pages Suck — Stratechery

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NYT DealBook Summit: Elon Musk — X: @andrewrsorkin

Two Apple Items, Twitter Cash Flow, Twitter Versus Advertisers — Stratechery Update

Substack Has a Nazi Problem — The Atlantic

Spotify and Joe Rogan, Culture and Principles, Music Versus Podcasts and the Long Run — Stratechery Update

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Altman Returns as OpenAI CEO in Chaotic Win for Microsoft — Bloomberg

OpenAI’s Misalignment and Microsoft’s Gain — Stratechery

The OpenAI Saga Continues, Microsoft’s New Chips, Microsoft’s AI Platform Hedge — Stratechery Update

HitchBOT, the hitchhiking robot, gets beheaded in Philadelphia — CNN

The Crown season 6 review – so bad it’s basically an out-of-body experience — The Guardian

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Reactions to one of the most extraordinary weekends in the history of the tech industry, the blindspots that were exposed among both the OpenAI board and Microsoft, the non-profit model for development and OpenAI's recruiting prowess, and a groundswell of support for Sam Altman as a variety of questions remain.

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OpenAI’s Misalignment and Microsoft’s Gain — Stratechery

The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs — Stratechery Update

The OpenAI Saga Continues, Microsoft’s New Chips, Microsoft’s AI Platform Hedge — Stratechery Update

OpenAI, Artificial Intelligence and Data, Data and Recruiting — Stratechery Update

Altman Sought Billions For Chip Venture Before OpenAI Ouster — Bloomberg

Microsoft Wants to Work With OpenAI’s Sam Altman, No Matter Where he is, CEO Nadella Says — Bloomberg

Inside the Chaos at OpenAI — The Atlantic

The Doomed Mission Behind Sam Altman’s Shock Ouster From OpenAI — Bloomberg

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After one year of Sharp Tech and Sharp China, a summit with Ben Thompson, Bill Bishop and Andrew Sharp to discuss podcasting, the chip ban, the US-China relationship and beyond.

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To read the full transcript, click here.

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An emailer makes the argument for text over voice as the AI interface of the future, the introduction of Humane's AI pin, and questions for Apple and OpenAI as the AI ecosystem evolves. At the end: A few clarifications from listeners and more thoughts on tech and the real estate market.

To email the show: [email protected]

The OpenAI Keynote — Stratechery

Realtors Lose in Court, Zillow and Real Estate Aggregation, From Franchises to Businesses — Stratechery Update

AI, Hardware, and Virtual Reality — Stratechery

This is the Humane Ai Pin — @Humane

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The possibilities of a universal chatbot for the future, the challenges for any new consumer tech company trying to match the scale of incumbents, and the strategic questions facing OpenAI as its leadership allocates resources and considers a move into hardware.

To email the show: [email protected]

The OpenAI Keynote — Stratechery

OpenAI DevDay, Opening Keynote — OpenAI

More on Google and AI; OpenAI, Integration, and Microsoft — Stratechery Update

The End of the Beginning — Stratechery

AI Homework — Stratechery

Designer Jony Ive and OpenAI’s Sam Altman Discuss AI Hardware Project — The Information

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A verdict in Missouri portends big changes in the real estate industry, why real estate is a natural fit for an aggregator, and divergent outcomes from two tech-adjacent price-fixing cases. At the end: The NBA and streaming, and Ronald Reagan’s version of Mission: Impossible.

To email the show: [email protected]

The Way You Pay to Buy or Sell a Home Is About to Change — Wall Street Journal

Atlantic City Hotels Turn Attention to Vegas Courthouse in Pricing Algorithms Case — The National Law Review

An Interview with Opendoor CEO Eric Wu About Building a Marketplace in a Real Estate Slowdown — Stratechery Interview

Opendoor Earnings, Opendoor’s Pricing, Opendoor’s Scalability — Stratechery Update

Are Broker Commissions Too High? — New York Times

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The White House executive order on AI, the accidental lesson of all the analogies to nuclear technology, what Steve Jobs and Bill Gates can teach us about innovation, and a look at the competing systemic priorities that create AI questions without clear answers.

To email the show: [email protected]

Attenuating Innovation (AI) — Stratechery

An Interview with Daniel Gross and Nat Friedman about the AI Hype Cycle — Stratechery Interview

Netflix Follow-Up, The Senate Tech Bill — Stratechery Update

Biden wants to move fast on AI safeguards and signs an executive order to address his concerns — The Associated Press

Fukushima Outrage Continues; Secretary Raimondo in China; Perfect Timing for a Huawei Launch; TikTok Lobbyists Take a Bow — Sharp China

Taking On AI | Mission: Impossible – Dead Reckoning Part One — Paramount Pictures YouTube Channel

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Celebrating 100 episodes of Sharp Tech with quick thoughts on Monday night's Apple event, a second look at GM's foray into software, the tech CEO that should be the next NBA commissioner, and more emails from listeners.

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GM thinks it can wean you off Apple CarPlay and Android Auto — The Verge

Apple unveils the new MacBook Pro featuring the M3 family of chips, making the world’s best pro laptop even better — Apple Newsroom

China Chips and Moore’s Law — Stratechery

The World’s Biggest Carmaker Made a Huge Bet on Tech. Things Went Wrong Fast. — Wall Street Journal

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A Netflix letter to shareholders that doubles as a message to the rest of Hollywood, the NBA’s precarious negotiating posture as the cable bundle crumbles, and one way Amazon could make the NBA a worthwhile investment.

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Netflix Earnings, Netflix’s Licensing Pitch, Netflix Gaming Revisited — Stratechery Update

Amazon Is Eyeing an NBA Package for Tuesdays or Thursdays — Front Office Sports

ESPN Financials, NBA Spin, Jon Stewart vs. Apple — Stratechery Update

ESPN May Be Worth $22 Billion Based on First Look at Results — Bloomberg

An ESPN Aggregator, Google Magic Eraser, Bing Chat Monetization? — Stratechery Update

What the NBA Can Learn From Formula 1 — Stratechery

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The Maps history that undergirds Google’s partnership with Apple, whether the Apple and Google app stores should be regulated like modern day utility companies, and a question about regulation and ideological consistency. At the end: iPhone etiquette, a Delta update, and TikTot on interesting parents and adult supervision.

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Google and the Limits of Strategy — Stratechery

‘Unprecedented’ Secrecy in Google Trial as Tech Giants Push to Limit Disclosures — New York Times

Microsoft CEO warns of ‘nightmare’ future for AI if Google’s search dominance continues — CNN

Microsoft Says Apple Used Bing as Google ‘Bargaining Chip’ — Bloomberg

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Memories of an article in 2016, a reminder that the impact of fake news is generally correlated to the speaker, not the speech, and a question about harm yields an answer about the importance precision and principles.

To email the show: [email protected]

Fake News — Stratechery

In Defense of The New York Times — Stratechery

Defining Information — Stratechery

Twitter, Responsibility, and Accountability — Stratechery

After Hospital Blast, Headlines Shift With Changing Claims — New York Times

Facebook Gave Data Access to Chinese Firm Flagged by U.S. Intelligence — New York Times

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An emailer recommends ignoring college students on Twitter, the strategic logic of America’s ban on the sale of advanced chips to China, and a few different questions about AI and our digital future. At the end: Apple’s rumored F1 interest and why the partnership makes sense.

To email the show: [email protected]

Phillies grand slam without announcers — @steph_turkey

Defining Information — Stratechery

An Interview with Chip War Author Chris Miller — Stratechery Interview

Chips and Geopolitics — Stratechery

The Huawei Mate 60 Pro, 7nm Background, Implications and Reactions — Stratechery Update

Apple set to take over Formula 1 — TheJudge13

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To email the show: [email protected]

Zero Trust Information — Stratechery

Tech and War — Stratechery

The TikTok War — Stratechery

Graphic war videos go viral, testing social media’s rules — The Washington Post

TikTok Footage Becomes World’s Window Into Israel Conflict — Bloomberg

Pro-Neutrality, Anti-Title II — Stratechery

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The Sphere in all its LED splendor, more questions about AI devices and virtual reality, brief thoughts on Michael Lewis and SBF, and reading a few of the many listener emails inspired by Tuesday's Amazon discussion.

To email the show: [email protected]

The world's most unique billboard: The hefty price tag to advertise on the Vegas Sphere — NBC Las Vegas

New York Loves to Hate Him. Can a $2.3 Billion Sphere Redeem Jim Dolan? — New York Times

Las Vegas and Its Big, Big Ambitions — New York Times

World While Las Vegas inaugurates its Sphere, London residents push back on plans for replica venue — CBS News

Amazon Used Secret ‘Project Nessie’ Algorithm to Raise Prices — Wall Street Journal

AI and Ambient Computing, Zuckerberg and The Verge, Amazon and Anthropic — Stratechery Update

AI, Hardware, and Virtual Reality — Stratechery

Michael Lewis on '60 Minutes' — CBS News

SBF Was Reckless From the Start — Bloomberg

Fulfillment: Winning and Losing in One-Click America — Good Reads

24 years ago today, the ultimate posterize by Shaq — YouTube: New York Post Sports

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The FTC’s Amazon complaint and ongoing criticism of FTC Chair Lina Khan, understanding Amazon’s power and the limits of antitrust law, modern regulators vs. the Chicago school, and why “big is bad” might be a good strategy.

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Khan Seeks to End Amazon ‘Illegal Conduct,’ Quiet on Breakup — Bloomberg

Lina Khan Once Went Big Against Amazon. As FTC Chair, She Changed Tack. — Wall Street Journal

Amazon’s Antitrust Paradox — The Yale Law Journal

Lina Khan Has a Weak Case Against Amazon — Wall Street Journal

Market share of leading retail e-commerce companies in the United States as of June 2022 — Statista

Is William Baxter Anti-Antitrust? — New York Times

Beyond Aggregation: Amazon as a Service — Stratechery

FTC Sues Amazon, FBA and Prime, Pricing Punishment — Stratechery Update

Fulfillment: A Conversation on Amazon and Regional Inequality with Alec MacGillis — American Compass

Antitrust and Aggregation — Stratechery

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Ben shares his experience with a ChatGPT demo that inverted his expectations, a reminder that reducing friction is essential for AI’s next steps, and reactions to Meta’s Smart Glasses and reports of Jonny Ive and Sam Altman brainstorming. At the end: Delta follow-up, Disney capacity, and the Swift-Kelce bundle.

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AI, Hardware, and Virtual Reality — Stratechery

A Dame Trade Deep Dive With Ben Thompson, Plus Seth Meyers and Million-Dollar Picks — The Bill Simmons Podcast

OpenAI and Jony Ive in talks to raise $1bn from SoftBank for AI device venture — Financial Times

Designer Jony Ive and OpenAI’s Sam Altman Discuss AI Hardware Project — The Information

Emergency Podcast: Giannis, Heat Twitter, Depraved Suns Decision Making, and More Winners and Losers from the Damian Lillard Trade — Greatest of All Talk

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The voice and image commands announced by OpenAI (and the Google threat that still looms), Spotify’s new translation software, and a wave of CarPlay love among the emailers leads to clarifications and more talk of software and the auto industry. At the end: Kids in a world of advertising, and advice for budgeting time and money in early parenthood.

To email the show: [email protected]

You can now prompt ChatGPT with pictures and voice commands — The Verge

Spotify is going to clone podcasters’ voices — and translate them to other languages — The Verge

AI Homework — Stratechery

Podcast Grifting; Aggregator Lessons; Ostroff, Simmons, and Harry — Stratechery Update

An Interview with The Ringer Founder and CEO Bill Simmons — Stratechery Interview

How do consumers perceive in-car connectivity and digital services? — McKinsey & Company

Wayne Jenkins Supercut - The Rewatchables Podcast — YouTube

Lex Fridman on X — @lexfridman

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Microsoft Mistakenly Reveals Secret Game Plans in Court Case — Bloomberg

The new FineWoven iPhone cases are very bad — The Verge

Max Gets Sports, The Fox Linchpin, Disney’s Taylor Swift Era Confirmed — Stratechery Update

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How the history of Google and may predict the future for YouTube, the stakes for Disney and Bob Iger as the earth shifts underneath them, and various considerations for consumers and content makers alike as the entertainment industry prepares for a new era. At the end: missed exit opportunities, a few antitrust digressions, and one man's iPhone 15 grievance.

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Why Has a Useless Cold Medication Been Allowed on Shelves for Years? — The Atlantic

FTC Fines Epic, Netflix Ads, YouTube and the NFL — Stratechery Update

Bob Iger Back at Disney; Chapek’s Tactics, Iger’s Strategy; Tactics, Strategy, or Environment — Stratechery Update

Cord-Cutting and YouTube TV, Disney Earnings, Pay TV’s Vision Cycles — Stratechery Update

An Interview with The Ringer Founder and CEO Bill Simmons — Stratechery Interview

Disney’s Taylor Swift Era — Stratechery

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Reactions to Tuesday’s iPhone event at Apple, the recent history of the development landscape in gaming, and an overview of the flaws in the plan Unity announced this week. At the end: Competing thoughts on the NFL and NBA, John Malone’s portfolio, and Taylor Swift in theaters.

To email the show: [email protected]

Apple’s iPhone Event; Innovation and Iteration; Pricing, Inflation, and Services — Stratechery Update

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The eleventh hour agreement between Charter and Disney, why Charter was the clear winner but Disney will benefit regardless, and what Charter’s investments say about the future of internet in America. At the end: Reactions to a breakthrough chip from Huawei and SMIC and its potential implications on US-China policy.

To email the show: [email protected]

Charter-Disney Winners and Losers — Stratechery

The Rise and Fall of ESPN’s Leverage — Stratechery

Cable’s Last Laugh — Stratechery

Disney, Charter End Dispute, Restoring ESPN, ABC to 15 Million Households — Wall Street Journal

The Huawei Mate 60 Pro, 7nm Background, Implications and Reactions — Stratechery Update

Huawei Teardown Shows Chip Breakthrough in Blow to US Sanctions — Bloomberg

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To email the show: [email protected]

The Rise and Fall of ESPN’s Leverage — Stratechery

An Interview with John Kosner About the Past and Future of Sports in an Age of Abundance — Stratechery Interview

Disney Earnings, A Split Disney?, ESPN’s Advertising — Stratechery Update

Cable’s Last Laugh — Stratechery

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To email the show: [email protected]

Beyond Aggregation: Amazon as a Service — Stratechery

What Clayton Christensen Got Wrong — Stratechery

Shopify Exits Logistics, The Shopify Logistics Side Quest, Whither Buy with Prime — Stratechery Update

Harley Finkelstein — X

Amazon in Talks With Disney About ESPN Streaming Partnership — The Information

‘Ahsoka’ Premiere Draws Big Audience, Disney+ Says — The Hollywood Reporter

Live-Streamed CNN Channel With New Shows Set to Debut on Max — Variety

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To email the show: [email protected]

Nvidia Sales Surge as AI Boom Lifts Earnings — Wall Street Journal

Nvidia On the Mountaintop — Stratechery

Nvidia In the Valley — Stratechery

An Impromptu Nvidia Symposium, A Brief History of Solaris and Sun Microsystems, The Future of AI Energy Consumption — Sharp Tech

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To email the show: [email protected]

Google and Microsoft’s Events, Monetizable Panic, Paradigms and Hardware — Stratechery Update

An Interview with Chip War Author Chris Miller — Stratechery Interviews

Spotify Looked to Ban White Noise Podcasts to Become More Profitable — Bloomberg

China’s 40-Year Boom Is Over. What Comes Next? — Wall Street Journal

Microsoft Office AI, Copilot and Tech’s Two Philosophies, Business Chat and Appropriate Fear — Stratechery Update

More on Google and AI; OpenAI, Integration, and Microsoft — Stratechery Update

Twitter’s Link Ban, Network Portability, China and the Trailing Edge — Stratechery Update

Chips and China — Stratechery

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To email the show: [email protected]

Disney Earnings, A Split Disney?, ESPN’s Advertising — Stratechery Update

Disney to Significantly Raise Prices of Disney+, Hulu Streaming Services — Wall Street Journal

Disney is open to finding a new strategic partner for ESPN, Iger says — CNBC

Disney could soon sell its TV assets as Iger says business ‘may not be core’ to the company — CNBC

Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?) — Stratechery Update

Cable’s Last Laugh — Stratechery

Big Ten Blame — Stratechery

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To email the show: [email protected]

It’s Taylor Swift’s Economy, and We’re All Living in It — Wall Street Journal

Non-Fungible Taylor Swift — Stratechery

Taylor Swift v Apple — Stratechery Update

Taylor Swift v Daniel Ek, What Swift Gets Right, The Problem with Spotify — Stratechery Update

The Secret Talks That Could Have Prevented the Apple vs. Facebook War — Wall Street Journal

For Taylor Swift, the Future of Music Is a Love Story — Wall Street Journal

Differentiation and Value Capture in the Internet Age — Stratechery

Bob Iger Back at Disney; Chapek’s Tactics, Iger’s Strategy; Tactics, Strategy, or Environment — Stratechery Update

How Apple Will Save Billions of Dollars on Chips for New iPhone — The Information

Apple Earnings; OpenAI, GPTBot, and Robots.txt; Zoom’s Terms-of-Service — Stratechery Update

Is that viral ‘superconductor’ legit? — The Verge

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To email the show: [email protected]

Big Ten Blame — Stratechery

Unity Merges With ironSource, Football Follow-up, Uber/Musk Follow-up — Stratechery Update

Meta Earnings, AI in Meta’s Business, Reality Labs Reality — Stratechery Update

Meta Blocks News in Canada, LK-99, YouTube and TV Advertisers — Stratechery Update

Amazon Earnings, Amazon and AI, Amazon’s Improved Delivery — Stratechery Update

Same Day Sensor Tower — Dithering

EU Fines Meta, Big Tech Exposure, The Degradation of Scalability — Stratechery Update

Meta Offers to Seek Consent for Highly Personalized Ads in Europe — Wall Street Journal

Microsoft closes at record after revealing pricing for new A.I. subscription — CNBC

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To email the show: [email protected]

Chips and China — Stratechery

TSMC in Arizona, Arizona Challenges, Realities and Motivations — Stratechery Update

US, Europe Growing Alarmed by China’s Rush Into Legacy Chips — Bloomberg

CHIPS Act; America, China, and Intel; Micron and TSMC — Stratechery Update

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To email the show: [email protected]

Facebook Bowed to White House Pressure, Removed Covid Posts — Wall Street Journal

Section 230 in the Supreme Court, Reach and Speech, The First Amendment and U.S. Speech Controls — Stratechery Update

Zero-COVID and Free Speech — Stratechery

What to know about DOE’s fusion milestone — Politico

Starlink Solution, Starlink Experience, Starlink Implications — Stratechery Update

David Spade - 1 800 COLLECT Commercials (1994) — YouTube

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To email the show: [email protected]

Netflix Earnings, Netflix’s Coming Price Increases, Netflix and the Strike — Stratechery Update

Streaming Residuals and Spotify, Llama 2 Open-Sourced, Llama’s License — Stratechery Update

Twitter is being rebranded as X — The Verge

Netflix Removes “Basic” Ad-Free Plan in U.S. and U.K. — The Hollywood Reporter

Why Netflix Should Sell Ads — Stratechery

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To email the show: [email protected]

AI and the Big Five — Stratechery

Meta is giving away its AI tech to try to beat ChatGPT — The Verge

GPT-4, Google Adds AI to Productivity Apps, Local Language Models — Stratechery Update

Streaming Residuals and Spotify, Llama 2 Open-Sourced, Llama’s License — Stratechery Update

ChatGPT loses users for first time, shaking faith in AI revolution — Washington Post

Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta — Stratechery Update

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To email the show: [email protected]

TV STRIKE CALLED BY SCREEN ACTORS — New York Times

Hollywood on Strike — Stratechery

Your Most Frantic SAG Strike Questions, Answered — Vulture

Bob Iger Back at Disney; Chapek’s Tactics, Iger’s Strategy; Tactics, Strategy, or Environment — Stratechery Update

Scale of the Universe

Bob Iger on CNBC, The End of Linear TV, ESPN and Strategic Partnerships (and Apple?) — Stratechery Update

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To email the show: [email protected]

Microsoft Can Close Its $75 Billion Buy of Activision Blizzard, Judge Rules — Wall Street Journal

Microsoft-Activision Updates; Reader Follow-Up; Free Speech, the Government, and Scale — Stratechery Update

Microsoft Can Acquire Activision, The FTC vs. the Record, The FTC’s Failed Vendetta — Stratechery Update

Consoles and Competition — Stratechery

Microsoft’s Activision deal could face ‘new merger investigation,’ UK regulator warns — The Verge

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To email the show: [email protected]

The Social/Communications Map — Stratechery

Instagram, TikTok, and the Three Trends — Stratechery

The Audacity of Copying Well — Stratechery

Social Networking 2.0 — Stratechery

Artifact, Bluesky, and Substack Notes; Social Networking 2.0 and the Twitter Diaspora; First Week Impressions — Stratechery Update

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To email the show: [email protected]

Reddit Revolt, Apollo and Reddit’s Changes, Complement Complaints — Stratechery Update

An Interview with The Air Current’s Jon Ostrower about Southwest’s Meltdown and Independent Publishing — Stratechery Interview

An Interview with Boom Founder Blake Scholl About Building a Supersonic Airliner — Stratechery Interview

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To email the show: [email protected]

It’s a Tesla — Stratechery

An Interview with The Ringer Founder and CEO Bill Simmons — Stratechery Interviews

Podcast Grifting; Aggregator Lessons; Ostroff, Simmons, and Harry — Stratechery Update

EV Charging Standards, Tesla’s Strategy, Tesla’s Reward — Stratechery Update

Streaming Shocker: Warner Bros. Discovery In Talks To License HBO Original Series To Netflix — Deadline

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Reddit Revolt, Apollo and Reddit’s Changes, Complement Complaints — Stratechery Update

Reddit Rage, The Tadpole Shrimp of the Internet, Judge Pauses Microsoft-Activision Deal — Stratechery Update

An Interview with Zeynep Tufekci About Masks, Media, and Information Ecology — Stratechery Interviews

Your Distraught Season Ending Voicemails — RTRS

The Athletic announces layoffs and new approach to its sports coverage — Washington Post

Here’s what Mark Zuckerberg thinks about Apple’s Vision Pro — The Verge

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To email the show: [email protected]

Apple Vision — Stratechery

The End of the Beginning — Stratechery

Quest vs. Vision, Vision and the Mac, Apple Acquires Mira — Stratechery

Tech’s Two Philosophies — Stratechery

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Substack Notes, Twitter Blocks Substack, Substack Versus Writers — Stratechery Update

Substack CEO pushes back at Elon Musk, says Twitter situation is ‘very frustrating’ — The Verge

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Replit and Google, The Google Perspective, Twitter’s Bad Idea — Stratechery Update

Tweet by Elon Musk — @elonmusk

Twitter Has a New CEO; What About a New Business Model? — Stratechery

ChatGPT Gets a Computer — Stratechery

The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs — Stratechery Update

Pause Giant AI Experiments: An Open Letter — Future of Life Institute

Pausing AI Developments Isn't Enough. We Need to Shut it All Down — Time

Harry Potter by Balenciaga — YouTube

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Apple and AI, Lobotomized Lovers, XR Companions — Stratechery Update

AI and the Big Five — Stratechery

Welcome to Stratechery — Stratechery

Who Funds the Future? — The New Yorker

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The Future of Work With AI — Microsoft YouTube Channel

AI and the Big Five — Stratechery

More on Google and AI; OpenAI, Integration, and Microsoft — Stratechery Update

An Interview with Kevin Systrom and Mike Krieger About Artifact — Stratechery Interviews

Sovereign Writers and Substack — Stratechery

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GPT-4, Google Adds AI to Productivity Apps, Local Language Models — Stratechery Update

Here are some incredible things people are already doing with GPT-4 — @LinusEkenstam

Lensa and Stable Diffusion, Stable Diffusion and Apple Silicon, Open Questions — Stratechery Update

Friction — Stratechery

Meta’s powerful AI language model has leaked online — what happens now? — The Verge

Update on Meta’s Year of Efficiency — Meta

Oscars Draw 18.7 Million Viewers — New York Times

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The End of Silicon Valley (Bank) — Stratechery

Joint Statement by the Department of the Treasury, Federal Reserve, and FDIC — U.S. Dept. of Treasury

The Demise of Silicon Valley Bank — Net Interest

Startup Bank Had a Startup Bank Run — Bloomberg

The Uber Dilemma — Stratechery

The End of the Beginning — Stratechery

The End of the Beginning Follow-Up, Technological Revolutions and Financial Capital, Venture versus Productive Capital — Stratechery Update

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Spotify Stream On 2023 — YouTube

I don’t think Meta knows it’s a game company — The Verge

Status as a Service (StaaS) — Eugene Wei

Meta and the Quest Pro; Meta and VR as Console; Microsoft, Activision, and the EU — Stratechery Update

FCC relaxes rule limiting foreign ownership of media stations — Washington Post

White House backs Senate bill to boost US ability to ban TikTok — Reuters

Exclusive: Senator's TikTok whistleblower alleges data abuses — Axios

MLS commissioner Don Garber discusses expansion, Apple TV deal and more in exclusive interview — The Athletic

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What the NBA Can Learn from Formula 1 — Stratechery

ESPN wants to be the hub of all live sports streaming — even if it helps its competition — CNBC

The Intel Opportunity — Stratechery

r/formuladank — Reddit

MLS on Apple TV, The MLS Perspective, The Apple Perspective — Stratechery Update

The Club: How the English Premier League Became the Wildest, Richest, Most Disruptive Force in Sports — Amazon

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The Google CEO Question, Steve Ballmer and Peacetime CEOs, About That Bard Mistake — Stratechery Update

Evaluating Sundar Pichai, EC Announces New Google Investigation, Amazon Blocks FLoC — Stratechery Update

The maze is in the mouse — Medium

Google Executives See Cracks in Their Company’s Success — New York Times

App founder quits Google, says company doesn’t serve users anymore — Ars Technica

Welcome to Stratechery — Stratechery

Elon Musk suggests Twitter could open source its algorithm ‘next week’ — TechCrunch

Back to the Future of Twitter — Stratechery

Apple Makes Major Progress on No-Prick Blood Glucose Tracking for Its Watch — Bloomberg

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Spotify’s Future Isn’t Exclusive Podcasts. It’s Advertising. — Bloomberg

Lessons From Spotify — Stratechery

Spotify’s Podcast Aggregation Play — Stratechery

Spotify Earnings, Spotify Exclusives, Spotify vs. Apple — Stratechery Update

Spotify Buys Megaphone, Spotify’s Podcast Strategy, Spotify’s Megaphone Strategy — Stratechery Update

How Spotify's podcast bet went wrong — Semafor

“Not, like, the nine greatest experts on the internet”: Justices seem leery of broad ruling on Section 230 — SCOTUSblog

Diamond Sports Misses Interest Payment, Bally’s Dire Situation, Negotiating Bankruptcy — Stratechery Update

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From Bing to Sydney — Stratechery

Microsoft Puts New Limits On Bing’s AI Chatbot After It Expressed Desire To Steal Nuclear Secrets — Forbes

Ben Thompson on Twitter — @benthompson

The Four Horseman — Stratechery

Google and Microsoft’s Events, Monetizable Panic, Paradigms and Hardware — Stratechery Update

Mark Zuckerberg — Facebook

Biden and Republican senators join forces in attack on Big Tech at Supreme Court — NBC News

New Bing Errors, User Preferences and Company Reputations, Section 230 and LLMs — Stratechery Update

Another Congressional Hearing, The Genesis of Section 230, The Battle over Section 230 — Stratechery Update

Her Official Trailer #1 (2013) — YouTube

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From Bing to Sydney — Stratechery

New Bing Errors, User Preferences and Company Reputations, Section 230 and LLMs — Stratechery Update

Eric Schmidt Is Building the Perfect AI War-Fighting Machine — Wired

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Google Stock Tumbles Nearly 8% After Bard Ad Shows Inaccurate Answer, AI Race Heats Up — Investor’s Business Daily

New Bing, and an Interview with Kevin Scott and Sam Altman About the Microsoft-OpenAI Partnership — Stratechery Interview

Why TV Has Resisted Disruption — Stratechery

In Paris demo, Google scrambles to counter ChatGPT but ends up embarrassing itself — Ars Technica

Here's Why Apple Isn't Making a Television — Time Magazine

Disney to cut 7,000 jobs in major revamp by CEO Iger — Reuters

Nelson Peltz’s Other C.E.O. Gambit — Puck News

Regional Sports Networks, ESPN + RSNs, TechDirt’s Response on Title II and Net Neutrality — Stratechery Update

MLB, NBA and NHL may buy biggest owner of regional sports TV networks: sources — New York Post

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Meta Myths — Stratechery

Facebook Lenses — Stratechery

The ‘Enshittification’ of TikTok — Wired

‘If You Think The Internet Is Terrible Now, Just Wait a While’ — The Awl

EarPods with Lightning Connector — Apple

Album Club — Listener Andrew D

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Cloudflare’s Disruption — Stratechery

Microsoft Earnings, Azure’s Slowdown, Office Strikes Back — Stratechery Update

Tech Layoffs, Big Tech’s Hiring Rates, Microsoft’s VR Layoffs — Stratechery Update

An Interview with Michael Nathanson About Netflix and the Media Industry — Stratechery Interviews

Column: The real aim of big tech’s layoffs: bringing workers to heel — Los Angeles Times

Finding Visible Egress/ingress nodes on the big-I Internet — Reddit

The Manchurian Candidate (1962) ORIGINAL TRAILER — YouTube

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Amazon’s New Customer — Stratechery

Walmart Earnings, Walmart’s Grocery Business, Amazon’s Grocery Stumbles — Stratechery Update

An Interview With Instacart CEO Fidji Simo About Big Ambitions — Stratechery Interviews

Pro-Neutrality, Anti-Title II — Stratechery

Netflix and Net Neutrality — Stratechery

An Interview with The Air Current’s Jon Ostrower about Southwest’s Meltdown and Independent Publishing — Stratechery Interviews

Die Hard: With A Vengeance Trailer (HD) — YouTube

Ron Dayne Wisconsin Highlights — YouTube

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An Interview with Michael Nathanson About Netflix and the Media Industry — Stratechery Interview

Tech Layoffs, Big Tech’s Hiring Rates, Microsoft’s VR Layoffs — Stratechery Update

DOJ Sues Google, Google’s Advertising Aggregation, No Duty to Deal — Stratechery Update

Peloton Changes CEO, The Pandemic Stocks, Peloton’s Options — Stratechery Update

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Netflix’s New Chapter — Stratechery

AI chatbot’s MBA exam pass poses test for business schools — Financial Times

Netflix’s New Look Is Already Catching On — Wall Street Journal

Netflix Earnings, Netflix Doubles Down, Netflix’s Ad Tier — Stratechery Update

Why Netflix Should Sell Ads — Stratechery

Why Netflix Should Not Sell Ads, Elon Musk and Twitter — Stratechery Update

Cable’s Last Laugh — Stratechery

A Free Ad-Supported Netflix Service? Ted Sarandos Says Company Is “Open” to the Idea — The Hollywood Reporter

Reed Hastings’ Journey at Netflix Would Make for Binge-Worthy TV — Bloomberg

Acorn History (via listener Andrew D.) — Qsl.net

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Twitter Timelines, Azure and OpenAI, Apple and China — Stratechery Update

Peloton’s Operations, Intel Buys Tower Semiconductor, What Now for ARM (plus Intel + RISC-V) — Stratechery Update

The Amazon Tax — Stratechery

Beyond Aggregation: Amazon as a Service — Stratechery

The End of the Beginning — Stratechery

WWE stock upgraded at Wells Fargo as analysts debate potential buyers — Yahoo! Finance

"These 3rd graders acting different" — Twitter: @Overtime

How to Pronounce Oeuvre? (3 WAYS!) UK Vs US + French Pronunciation Guide — YouTube

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Amazon confirms its massive layoffs will affect 18,000 employees — The Verge

Amazon Kept Inventing, and Now It’s Going to Start Cutting — Bloomberg

Amazon Earnings, Amazon’s Costs, Amazon Closes Stores — Stratechery Update

An Interview with Brad Stone about Amazon Unbound — Stratechery Interviews

Day Two to One Day — Stratechery

Alexa: Amazon’s Operating System — Stratechery

Meta open sources early-stage AI translation tool that works across 200 languages — The Verge

Social Networking 2.0 — Stratechery

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AI and the Big Five — Stratechery

More on Google and AI; OpenAI, Integration, and Microsoft — Stratechery Update

An Interview with Daniel Gross and Nat Friedman about ChatGPT and the Near-Term Future of AI — Stratechery Interview

FTC Fines Epic, Netflix Ads, YouTube and the NFL — Stratechery Update

Amazon wraps 'TNF' debut season with lower numbers, but much younger demos — Sports Business Journal

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FTC Fines Epic, Netflix Ads, YouTube and the NFL — Stratechery Update

YouTube the likely home for 'Sunday Ticket — Sports Business Journal

Alphabet’s YouTube TV Nears Deal For NFL Sunday Ticket. Profiting Will Be a Challenge. — Barron's

Google’s YouTube in Talks for Rights to NFL Sunday Ticket — Wall Street Journal

US targets China’s potential chip stars with new restrictions — Financial Times

How TikTok Became an International Crisis — The New York Times

What Comes Next for the Most Empty Downtown in America — The New York Times

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Narratives — Stratechery

Twitter and What Might Have Been — Stratechery

Pro-Neutrality, Anti-Title II — Stratechery

“Light Touch”, Cable, and DSL; The Broadband Tradeoff; The Importance of Antitrust — Stratechery Update

Ajit Pai: the man who could destroy the open internet — The Guardian

What if You Couldn’t See This Page? — The New York Times

The Internet Is Dying. Repealing Net Neutrality Hastens That Death. — The New York Times

The US net neutrality fight affects the whole world — The Verge

Come for the tool, stay for the network — Chris Dixon

How L'Oreal Sculpted The Cosmetics Industry — Strategy Factory

‘Everything that could go wrong did go wrong’ says Alpine boss after double DNF in Austin — Formula 1

Lando Norris: Alpine have done ‘bad job’ to only just be ahead of McLaren — Planet F1

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Consoles and Competition — Stratechery

The App Store and the Digital Markets Act, Third-Party App Stores, Messaging Interoperability Madness — Stratechery Update

The European Commission Versus Android — Stratechery

Will semiconductor plants really drain Arizona? That theory is overblown — AZ Central

Halt and Catch Fire Season 2 Promo — YouTube

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TSMC in Arizona, Arizona Challenges, Realities and Motivations — Stratechery Update

Chips and China — Stratechery

AMD (and Intel) Earnings, TSMC Earnings, Morris Chang on U.S. Semiconductor Production — Stratechery Update

TSMC Raises Arizona Chip Investment to $40 Billion as Biden Visits — Wall Street Journal

The U.S. Commits to Buying Millions of Vaccine Doses. Why That’s Unusual. — New York Times

COVID-19 Vaccine Advance Purchases Explained — The Petrie-Flom Center

Can semiconductor manufacturing return to the US? — Brookings Institute

TSMC founder Morris Chang says globalization 'almost dead' — Nikkei Asia

Transcript of Morris Chang Dec. 11, 2022 — Twitter: @kevinsxu

America Wakes Up?, An Interview with Matt Mullenweg About Working From Home — Stratechery Interviews

How Loneliness Is Damaging Our Health — New York Times

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Lensa and Stable Diffusion, Stable Diffusion and Apple Silicon, Open Questions — Stratechery Update

Google Earnings, YouTube and Google Cloud, Google’s Falling Margin — Stratechery Update

Media, Regulators, and Big Tech; Indulgences and Injunctions; Better Approaches — Stratechery Update

Non-Fungible Taylor Swift — Stratechery

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AI Homework — Stratechery

ChatGPT: Optimizing Language Models for Dialogue — OpenAI

OpenAI’s ChatGPT shows why implementation is key with generative AI — TechCrunch

DALL-E Open to All, OpenAI and Openness, OpenAI Opportunities and Threats — Stratechery Update

“It's like you wake up to the news of first nuclear explosion and you don't know yet what to think about it but you know world will never be the same again.” — Twitter: @styleus

The AI Unbundling — Stratechery

AI Bundling Follow-Up, iPhone Follow-Up — Stratechery Update

An Interview With Daniel Gross and Nat Friedman About the Democratization of AI — Stratechery Interview

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Musk vs. Apple; Advertising, App Store Review, and 30%; Google Headcount — Stratechery Update

Disney Expectations, Twitter Expectations, Silicon Valley Expectations — Stratechery Update

Apple's Twitter ad spend may not have actually dropped — AppleInsider

Beachheads and Obstacles — Stratechery

Amazon Alexa is a “colossal failure,” on pace to lose $10 billion this year — Ars Technica

The Social Network — YouTube

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Bob Iger Back at Disney; Chapek’s Tactics, Iger’s Strategy; Tactics, Strategy, or Environment — Stratechery Update

Disney Expectations, Twitter Expectations, Silicon Valley Expectations — Stratechery Update

Disney’s Earnings Hurt by Costs at Disney+ — Wall Street Journal

An Interview with Matthew Ball About Disney and Bob Iger — Stratechery Interviews

The Harvard Study of Adult Development began tracking the lives of 268 Harvard sophomores in 1938. — Twitter: @SahilBloom

Good genes are nice, but joy is better — The Harvard Gazette

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Horrified Twitter onlookers see 2 scenarios: The lights going out at any moment or a long, slow death — Fortune

The AI Moat Debate, Continued; Twitter’s Regulatory Risks; Twitter and Advertisers, Continued — Stratechery Update

Warner Bros. Discovery and the NBA, The Zaslav Doctrine — Stratechery Update

Social Networking 2.0 — Stratechery

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An Interview with Opendoor CEO Eric Wu About Building a Marketplace in a Real Estate Slowdown — Stratechery Interviews

Opendoor Earnings, Opendoor’s Pricing, Opendoor’s Scalability — Stratechery Update

Zillow Pauses Home-Buying, Opendoor’s Advantage, Crypto and Energy — Stratechery Update

Blue Apron Files for IPO, Network Effects and Customer Acquisition Costs, Uber Concerns — Stratechery Update

Twilio Files for IPO, Building Infrastructure, Mary Meeker’s Internet Trends 2016 — Stratechery Update

Cloudflare’s Disruption — Stratechery

Cloudflare on the Edge — Stratechery

Sam Bankman-Fried tries to explain himself — Vox

Max Verstappen 'knew' Lewis Hamilton move could cause collision but "just went for it" — Mirror

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Narratives — Stratechery

Tulips, Myths, and Cryptocurrencies — Stratechery

The 30-Year-Old Spending $1 Billion to Save Crypto — Wall Street Journal

Billionaire Bankman-Fried Tries to Fix Crypto’s Hacking Problem — Bloomberg

FTX’s Collapse Casts a Pall on a Philanthropy Movement — New York Times

Sam Bankman-Fried and Tom Brady — YouTube

Twitter’s ad problem is Elon Musk — Vox

Trump, Musk and Kanye Are Twitter Poisoned — New York Times

The real reason to get off Twitter — Financial Times

How the newest megadonor wants to change Washington — Politico

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Spotify Earnings, Spotify Exclusives, Spotify vs. Apple — Stratechery Update

Spotify’s Podcast Aggregation Play — Stratechery

The European Super League, Apple Music’s Letter to Artists — Stratechery Update

This is How Much More Apple Music Pays Artists Than Spotify — 9to5Mac

A Framework for Regulating Competition on the Internet — Stratechery

DOJ blocks Penguin Random House’s takeover of Simon & Schuster — Politico

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A New Supreme Court Case Could Fundamentally Change the Internet — Vox

A Framework for Moderation — Stratechery

Why Cloudflare Matters, The Absence of Gatekeepers, Promotion Versus Moderation — Stratechery Update

Another Congressional Hearing, The Genesis of Section 230, The Battle over Section 230 — Stratechery Update

Zero Trust Information — Stratechery

They Traded Twitter for Mastodon Social. Now What? — Washington Post

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Musk’s Twitter Blue; A Twitter Subscription, Revisited; Apple Earnings — Stratechery Update

Twitter Has a New CEO; What About a New Business Model? — Stratechery

Can Elon Musk Make the Math Work on Owning Twitter? It’s Dicey. — New York Times

Twitter to Pay $809.5 Million to Settle Securities Suit — Wall Street Journal

Musk Plans to Eliminate Half of Twitter Jobs to Cut Costs — Bloomberg

Apple’s privacy changes create windfall for its own advertising business — Financial Times

Spotify, Netflix, and Aggregation — Stratechery

Aggregation Follow-up, Netflix’s Ad Partners — Stratechery Update

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Announcing Sharp China With Sinocism’s Bill Bishop — Stratechery

Meta Myths — Stratechery

Meta Reports Third Quarter 2022 Results — Meta Investor Relations

Instagram Reels Struggles, Meta’s Mistake, TikTok at Code — Stratechery Update

Facebook Political Problems — Stratechery

The Voters Decide — Stratechery

Why Microsoft’s Reorganization Is a Bad Idea — Stratechery

The Uncanny Valley of a Functional Organization — Stratechery

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Snap Earnings, What Spiegel Wouldn’t Say, Snap’s Direct Sales Reset — Stratechery Update

Google Earnings, Gaming’s Warning Light, Google’s Costs — Stratechery Update

Meta Q2 Earnings, Reasons for Optimism, Meta Changes — Stratechery Update

The End of Global Order — Sam Harris

A Chinese Spy Wanted GE’s Secrets, But the US Got China’s Instead — Bloomberg

Lewis Hamilton Overtakes EVERYONE! | 2021 Sao Paulo Grand Prix — YouTube

Christian Horner CARRYING Drive To Survive for 6 minutes straight — YouTube

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Netflix Earnings, Netflix Doubles Down, Netflix’s Ad Tier — Stratechery Update

Why Netflix Should Sell Ads — Stratechery

Why Netflix Should Not Sell Ads, Elon Musk and Twitter — Stratechery Update

House of the Dragon and Creative Programming, The Big Ten’s Deal, Disney’s New Prices — Stratechery Update

TikTok Parent ByteDance Planned To Use TikTok To Monitor The Physical Location Of Specific American Citizens — Forbes

Leaked Audio From 80 Internal TikTok Meetings Shows That US User Data Has Been Repeatedly Accessed From China — Buzzfeed

TikTok Owner ByteDance Used A News App On Millions Of Phones To Push Pro-China Messages, Ex-Employees Say — Buzzfeed

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The China Chip Ban; The Logic of the Ban; Chinese Retaliation, or Not — Stratechery Update

More on the China Chip Ban, The AI Focus, Apple and YMTC — Stratechery Update

The Tik Tok War — Stratechery

Clubhouse's Inevitability — Stratechery

Market Making and Time Horizons, Clubhouse Struggling, What Did I Get Wrong? — Stratechery Update

An Interview With Daniel Gross and Nat Friedman About the Democratization of AI — Stratechery Interviews

Wired Headphones Are the New “It” Accessory — and We Should Have Seen It Coming — Teen Vogue

Mark Daigneault — Wikipedia

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To email the show: [email protected]

Biden Administration Clamps Down on China’s Access to Chip Technology — New York Times

The China Chip Ban; The Logic of the Ban; Chinese Retaliation, or Not — Stratechery Update

More on the China Chip Ban, The AI Focus, Apple and YMTC — Stratechery Update

American Executives in Limbo at Chinese Chip Companies After U.S. Ban — Wall Street Journal

Tanner Greer (@sholars_stage) — Twitter

‘No Possibility of Reconciliation’ as US Slams China Chips — Bloomberg

Choking Off China’s Access to the Future of AI — Center for Strategic and International Studies

Blinken Says China Wants to Seize Taiwan on ‘Much Faster Timeline’ — Bloomberg

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An Interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella About Partnering in the Metaverse — Stratechery Interviews

Meta and Microsoft — Stratechery

Enterprise Metaverses, Horizon Workrooms, Workrooms’ Facebook Problem — Stratechery Update

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Meta Connect 2022 — Reality Labs

Microsoft and the Metaverse — Stratechery

Metaverse Follow-up, Apple Denied Stay in Epic Case, Google Loses EU Shopping Case Appeal — Stratechery Update

An Interview with Mark Zuckerberg about the Metaverse — Stratechery Interviews

Skepticism, Confusion, Frustration: Inside Mark Zuckerberg’s Metaverse Struggles — New York Times

Meta’s flagship metaverse app is too buggy and employees are barely using it, says exec in charge — The Verge

Working From Orbit — Medium

Meta’s new digital fashion marketplace will sell Prada, Balenciaga and Thom Browne — Vogue

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Twitter lawsuit halted so Elon Musk can close deal by Oct. 28 — Reuters

Musk Re-Commits to Twitter; Meta, AITemplate, and Nvidia; Facebook Shutters Bulletin -- Stratechery Daily Update — Stratechery Update

Elon Musk Left a South Africa That Was Rife With Misinformation and White Privilege — New York Times

Chinese scientists call for plan to destroy Elon Musk's Starlink satellites — Live Science

Google Kills Stadia; Why Stadia Was a Bad Product; Microsoft, Activision, and Antitrust — Stratechery Update

Patrick Collison — Wikipedia

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Cable Temperature Check and a Bundle Experiment

Why it may make sense to sell Netflix, Apple TV, Paramount Plus and other streamers as one product, why cable may (or may not) be the intermediary brokering the sale, questions for the future of live sports rights. Then, an answer to listeners who have questions about the new era of Stratechery.

To email the show: [email protected]

Cable’s Last Laugh — Stratechery

NESN 360, NESN and vMVPDs, Cable and the User Experience — Stratechery Update

An Interview with Coda Founder (and Bundle Expert) Shishir Mehrotra — Stratechery Interview

MLS on Apple TV, The MLS Perspective, The Apple Perspective — Stratechery Update

Four Myths of Bundling — Coda

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