(Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC

(Preview) Meta’s Plans to Spend $135 Billion,...

Andrew Sharp and Ben ThompsonAndrew Sharp and Ben Thompson

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(Preview) A Call to Action for TSMC’s AI Customers, Wall Street’s Netflix Anxiety, Q&A on Tech’s Cignetti, OpenAI, Starbucks

TSMC’s pricing power in the AI era, a brief history of TSMC’s culture and CapEx decisions, and ongoing capacity constraints that should be pushing tech companies to build up competitors. Then: Thoughts on Netflix after Ben’s interview with co-CEO Greg Peters, including Wall Stree ...  Show more

 . 35min 29sec
(Preview) Apple And Its Lack of Vision, The Transformation of United Airlines, Q&A on Grok, Meta, and Streaming Economics

A call for Apple to finally be confident in its Vision Pro hardware, a brief history of broadcasting sports on TV, and yet another reminder that immersive live experiences should be the killer use case that brings users to the Vision Pro platform. Then: Q&A on the AVP, a question ...  Show more

 . 22min 15sec

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