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Sharp Tech with Ben Thompson

Amazon and the “Just Walk Out” Parable, Mythbusting on Meta and TSMC, The XZ Backdoor and Its Implications

66 min • 8 april 2024

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.

To email the show: [email protected]


@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube


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


Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.

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