Sharp Tech with Ben Thompson

Sharp Tech with Ben Thompson

Andrew Sharp and Ben ThompsonAndrew Sharp and Ben Thompson
Release Date

‏الحلقات

(Preview) Netflix Opportunities and Anxieties, Merger Hurdles to Come, Hollywood’s Endgame and What Comes Next

Andrew and Ben talk through Netflix’s proposed $72 billion deal to buy Warner Brothers, including the logic for Netflix, the frictionless nature of competition on the internet, and the threat that Netflix sees from YouTube. Then: David Zaslav’s windfall, and an argument about the ...  عرض المزيد

 . 20 دقيقة و8 ثانية
(Preview) OpenAI Declares a ‘Code Red,’ Alan Dye Leaves Apple for Meta, Questions on Tranium 3, Substack, and F1

Thoughts on OpenAI as Sam Altman declares a “Code Red” in response to Gemini 3, including real concerns about ChatGPT’s market position, why the missed ads opportunity is becoming more acute, and ominous Google history. From there: Context on Alan Dye’s departure from Apple, Meta ...  عرض المزيد

 . 25 دقيقة و48 ثانية
(Preview) How Tech is Transforming the Suburbs, Q&A on Gemini, LLM Use Cases, Working With Your In-Laws, UAPs, and More

The ways tech has improved suburban life, why urbanism may have peaked, and the first and second order effects of Tesla's full self-driving technology. Then: A Thanksgiving mailbag! Topics include: A note from the Gemini team, a correction on Llama 4, a hater’s question on the ut ...  عرض المزيد

 . 22 دقيقة و0 ثانية
(Preview) Google Starts Dancing, The Winners and Losers of Gemini Week, OpenAI Has an Advertising Problem

Ben and Andrew begin with Gemini 3, what to make of its terrific benchmark results, and why TPUs provide Google a sustainable cost advantage in AI. From there: Google’s opportunity in the enterprise space, Apple’s white label deal, and questions about both OpenAI’s future growth ...  عرض المزيد

 . 32 دقيقة و56 ثانية
(Preview) How Apple Changed the Cellular Economy, What SpaceX Wants to Do With Spectrum, Airlines and Carriers, Yann LeCun Departs Meta

Andrew and Ben analyze SpaceX's nearly $20 billion in purchases by first touching on cell carrier history and the power dynamics that iPhones upended 20 years ago. Then: Understanding the SpaceX business and Musk's approach to strategy, what Starlink is trying to do with satellit ...  عرض المزيد

 . 23 دقيقة و4 ثانية