A podcast about understanding how tech works and the way it is changing the world. Hosted by Andrew Sharp with Ben Thompson.
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(Preview) What Walmart Could Offer to Advertisers, Walmart's Momentum in E-Commerce, AI Skepticism and the Logic of a Bubble
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2024-06-06
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Generative AI and Hardware Upgrades, Google History and the Dark GPU Theory, Amazon’s Logistics Long Play
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2024-06-03
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(Preview) Big Questions About an AI Future, The State of LLMs 18 Months After ChatGPT, AI and Google/Apple/Microsoft
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2024-05-30
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(Preview) Can Microsoft Make PCs Cool Again?, What Windows is Offering Developers, Scarlett Johansson and OpenAI
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2024-05-23
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Netflix Gets the NFL for Christmas, The Streaming Wars Become the Bundle Wars, Leagues and Studios and Internet Realities
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2024-05-20
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(Preview) Good and Bad from Google I/O, Google and the Digital Economy, Mail on LLMs and SpaceX
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2024-05-17
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(Preview) OpenAI and the Latency Leap, Questions About an Apple/OpenAI Partnership, A Defense of AI Dating Agents
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2024-05-14
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A Disastrous (and Resonant) New iPad Commercial, The Future of Google Search, Tom Brady and the Netflix Roast
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2024-05-09
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(Preview) Apple in China and Japan, The iPad as a Mac Replacement, Apple and the Growth Premium
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2024-05-07
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(Preview) The NBA Creates a Rights Bidding War, The Optimal NBA Schedule, RSNs and the Future of Customer Acquisition
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2024-05-02
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(Preview) Virtual Reality and the Innovator's Solution, Meta Embraces the Android Approach, Uber as an Aggregator
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2024-04-29
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(Preview) TikTok and the E-Commerce Giants, The FTC Moves to Ban Noncompete Agreements, 'Bluey' and Streaming Leverage
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2024-04-25
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(Preview) What Taylor Swift Can Tell You About Netflix, What Meta Wants from Generative AI, Google and the Moonshot
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2024-04-22
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10 Years of Stratechery: Best and Worst Takes, Creating on the Internet, AI as a Threat, and Memories of Day 1
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2024-04-18
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(Preview) When AI Hits Digital Advertising, What the IT Era Can Teach Us About AI's Impact, Chip Questions and EV Mechanics
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2024-04-15
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(Preview) Mailbag: AI Hardware, NBA Newsbreakers as Aggregators, Reels vs. Shorts, The Best Approach to Age Verification
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2024-04-11
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Amazon and the “Just Walk Out” Parable, Mythbusting on Meta and TSMC, The XZ Backdoor and Its Implications
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2024-04-08
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(Preview) Apple Flunks a Vision Pro Test, Microsoft Unbundles Teams from Office, AI and Energy Consumption
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2024-04-02
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New Laws to Regulate Big Tech, The Distinction Between Platforms and Aggregators, Apple’s API and Accessories
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2024-03-28
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(Preview) US v. Apple, Specific Allegations and Broad Implications, The Decisions that Made Apple a Target
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2024-03-25
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