Andrew and Ben begin with reflections on Ben’s changing relationship with the Mac and two markets that may ultimately be impossible to serve with one product and operating system. Then: Why Apple’s…
Ben and Andrew begin with a note on VIM and reactions to a confusing product launch from OpenAI at Dev Day earlier this week. Then: Will personal agents be a winner-take-all market? What can Apple…
On today’s show Andrew and Bill talk through Xi Jinping’s trip to Washington last week, including low expectations that were met, lots of pageantry in between, why both sides are incentivized to…
This is a free preview of a paid episode. To hear more, visit www.houseofstrauss.com Andrew Sharp came out heavy against the influx of indoor NFL stadiums . He writes: Modern capitalism has been an…
Ben and Andrew begin with the Meta Connect keynote and a simple question: is this the first time since 2021 that Meta has been cool? From there, new VR glasses, the Muse Charm, a basketball analogy…
On today’s show Andrew and Bill discuss Xi Jinping’s visit to the United States and what to expect in Washington D.C. this week. First: Reactions to the meeting between Scott Bessent and He Lifeng in…
On today’s Ben and Andrew begin with Andrew’s article on AI alarmism, the primacy of the effective altruists in AI risk conversations, and why these discussions are exhausting without more evidence,…
On today’s show Andrew and Bill look at several dimensions of the PRC’s approach to AI. First: The various reasons a push for an agreement with U.S. labs to “pace” AI development is unlikely to bear…
Andrew and Ben begin with Ben’s article on Tuesday on the transformative value of LLMs writing things down. Topics include: How assistants have helped Ben solve his blindspots, the omnicompetent…
On today’s show Andrew and Bill begin with a perspective on PRC strategy under Xi, including what the party wants from global institutions, how the PRC differs from the U.S., and political security…
On today’s show Ben and Andrew begin with notes on a home networking project before turning to the release of Fable 5.1, including Anthropic’s announcement that it has walked back the data retention…
On today’s show Ben and Andrew begin with initial reactions to Meta’s settlement with 29 states, including behavioral remedies that will impose restrictions on teens using Facebook and Instagram.…
On today’s show Andrew and Bill begin with a series of questions on the US and China, including a look at the likely toothless threats implied by Trump’s “Economic D-Day” agenda, China’s role or lack…
Kevin O'Connor continues his 'Entertainment Rankings' with Andrew Sharp. How will the Trail Blazers make all their guards work together? Are the Utah Jazz a sleeper playoff team? The duo also looks…
Kevin O'Connor continues his 'Entertainment Rankings' with Andrew Sharp. How will the Trail Blazers make all their guards work together? Are the Utah Jazz a sleeper playoff team? The duo also looks…
On today’s show Andrew and Ben begin with reflections on big Apple news that feels relatively small alongside a world of growth and dramatic questions across technology in the AI era. Then: They turn…
On today’s show Andrew and Bill with Wang Yi’s visit to South Korea this week, including the fortunate timing for the PRC in the wake of President Trump’s decision to scale back joint US-ROK…
Ben and Andrew begin with Nvidia’s announcements of a new funding model for AI infrastructure, including the differences and similarities with railroad expansion 150 years ago, why LLMs were a gift…
On today’s show Ben and Andrew begin with Microsoft, Meta and Google in the wake of their latest earnings reports. First: Microsoft’s push to be the middle layer for enterprise AI, threats to the…
On today’s show Andrew and Bill begin with reactions to CXMT’s IPO success this week, including responses from legislators in Washington and the stakes of Apple’s continued lobbying fight to relax…
On today’s show Ben and Andrew begin with takeaways from OpenAI’s sandboxing snafu, including a reminder that the big bad wolf is real, OpenAI’s failures, and the timing challenge with warnings from…
On today’s show Andrew and Bill focus on the arrival of Moonshot’s Kimi K3 model and the “DeepSeek 2.0 concerns” among investors and policymakers. Topics include: The incoherent U.S. approach to the…
On today’s show Ben and Andrew begin with a raft of OpenAI news, including reactions to the first reports of what OpenAI’s first hardware product will be, the logic of OpenAI’s hardware business…
On today’s show, Andrew and Bill begin by parsing the economic data released by the PRC this week, including slower-than-expected growth, the Party’s response to the status quo, export-powered growth…
On today’s show Andrew and Ben begin with a look at the state of Meta. Topics include: Mark Zuckerberg’s sins of commission vs. omission as a messenger, Meta’s AI opportunity, directionally correct…
On today’s show Andrew and Bill begin with Monday’s SLBM test from the PLA Navy, including questions surrounding its timing and location, regional angst, and a reminder that the PLA continues to…
Ben and Andrew begin with an extended look at the market for memory chips, including market history, the supply crunch driving up today’s valuations, the myopia from SK Hynix, Samsung and Micron, new…
On today’s show Andrew and Bill begin with Xi Jinping Thought on Party Building and further signs that one year after from a summer of rumors and one year out from the 21st Party Congress, Xi’s power…
On today’s show Ben and Andrew begin with a hydration break take as the World Cup continues before turning to the latest on Anthropic’s export control saga, what the Trump administration may not…
Ben and Andrew begin by talking through five questions on WWDC in 2026, including thoughts on Apple’s answer to the critics, whether Apple is or is not thinking different, decoding the Google…
On today’s show Andrew and Bill begin with takeaways from Xi’s visit to North Korea this week, including the conspicuous silence on North Korea’s nuclearization, Kim Jong Un’s assistance to Russia’s…
On today’s show Andrew and Bill begin with Xi Jinping’s call to seize the commanding heights of science, technology, and industry across six industries of the future, as well as the State Council’s…
Ben and Andrew begin with a look at SpaceX before its June IPO. Topics include: Why the S-1 math that doesn’t quite pencil out for now, the madness of analyzing Musk companies generally, the…
On today’s show Andrew and Bill begin with the news that Beijing moved to further ease hukou restrictions, including why this is a welcome change for millions of Chinese citizens, as well as a look…
On today’s show Andrew and Bill parse the messaging from both sides of last week’s US-China summit in Beijing. Topics include: What the PRC means by “a constructive relationship of strategic…
Ben and Andrew discuss the future of computing and its implications for the chip market, including what Cerebras is doing that’s different, why speed may no longer be a top priority for inference,…
On today’s show Andrew and Bill talk through 360 degrees of President Trump’s trip to Beijing this week. Topics include: Jensen Huang hitching a ride in Alaska, general expectations for deliverables…
Kevin O’Connor breaks down the wild NBA Playoffs with Andrew Sharp, including the Thunder’s sweep of the Lakers and LeBron’s uncertain future in LA. The duo examines tough off-season questions for…
Kevin O’Connor breaks down the wild NBA Playoffs with Andrew Sharp, including the Thunder’s sweep of the Lakers and LeBron’s uncertain future in LA. The duo examines tough off-season questions for…
Ben and Andrew react to Amazon’s impressive earnings in AI with a cliffs notes history on AWS cloud computing strategy, how Amazon is returning to that playbook in AI, and why the Trainium bets look…
On today’s show Andrew and Bill begin with the news that the Meta-Manus deal will likely be unwound in its entirety in the wake of a ruling from the NDRC on Monday. Topics include: The legal…
On today’s show Andrew and Bill return to discuss the PRC’s posture amidst the ongoing war in Iran. Topics include: Xi’s call to re-open the Strait of Hormuz, an interdicted Iranian ship that may…
Ben and Andrew begin with six emails on AI, including a question about the future of AI consumer demand, Gemini’s quiet few months, whether compute constraints should lead to price hikes, and…
Ben and Andrew begin with reactions to Anthropic’s Mythos announcement and Project Glasswing, including thoughts on the security risks, the business benefits of keeping this model private, lessons on…
Ben and Andrew begin with Q&A on Apple after 50 years, including thoughts on Steve Jobs weaknesses, putting iTunes on Windows, the best Apple ads, Chinese manufacturing counterfactuals, and tech…
On today’s show Andrew and Bill begin with thoughts on China’s response to the war in Iran, including a peace plan co-authored with Pakistan, why the PRC is not necessarily interested in global…
Ben and Andrew interrupt Stratechery’s spring vacation with a mailbag. First, they discuss the end of Sora, the difference between Sora and Instagram, and where the OpenAI/Microsoft parallels break…
On today’s show Andrew and Bill begin with last week’s indictment of Wally Liaw, the co-founder of Super Micro, and its implications for US chip policy. Topics include: Incredible details from the…
On today’s show Andrew and Bill begin with the news that President Trump has postponed his visit to Beijing amid the war in Iran, including why a delay made sense for both sides, a “Board of Trade”…
Ben and Andrew begin with the news that OpenAI is shifting away from “side quests” and allocating resources to the enterprise space, including Dropbox history to explain OpenAI’s present, lessons in…
Ben and Andrew begin with the MacBook Neo, including Ben’s memory needs, Apple’s clever move to repurpose old iPhone chips, and the market for a $599 laptop. From there: A question about VisionOS,…
On today’s show Andrew and Bill begin with the frenzy surrounding OpenClaw in China, including Beijing’s response, security concerns, liability questions, an object lesson in the Chinese market, and…
Send us a text Troy, Isaac and Wardell were joined by Andrew Sharp (@andrewsharp) on this early morning edition of the show, and opened by recapping Trae Young's on-court debut with the Washington…
Ben and Andrew react to a week of Anthropic discussion, including Dario Amodei’s leaked memo to employees, why a compromise is still possible, and answering a variety of questions in response to…
On today’s show Andrew and Bill begin with the war in Iran and its implications for the PRC. Topics include: Upsides and downsides for China, why US strategy was likely related to Iran and not the…
This is a free preview of a paid episode. To hear more, visit www.houseofstrauss.com It’s a convoluted world out there and I trust Stratechery’s Andrew Sharp to help us navigate it. In this podcast…
Ben and Andrew discuss the global memory shortage and answer a listener’s question: how did this happen? Topics include: What memory chips have in common with logic chips, why Intel left the memory…
Ben and Andrew react to a killer round of earnings for Spotify and Daniel Ek’s final earnings call, including thoughts on Spotify’s transformation of the music industry, how a record company…
Ben and Andrew react to a bloodbath for public Saas companies with thoughts on the future of software in the AI era, beginning with why companies choose to outsource solutions to Saas companies…
On today’s show Andrew and Bill begin with follow-up thoughts on the purges at the top of the PLA, including reactions to a New York Times piece on Xi’s “paranoia,” answers that have yet to…
Unpacking the latest round of Meta earnings, including Wall Street’s about-face after last year’s CapEx squeamishness, whether Zuckerberg’s astronomical CapEx plans are more evidence he yearns to be…
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:…
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…
On today’s show Andrew and Bill begin with the instability in Iran, including thoughts on Trump’s Truth Social post threatening 25% tariffs on Iran trade partners, why that threat is unlikely to…
Kevin O’Connor is joined by Andrew Sharp to break down the Ja Morant situation in Memphis. They discuss the Grizzlies reportedly entertaining offers for Morant, his trade value and potential suitors…
Kevin O’Connor is joined by Andrew Sharp to break down the Ja Morant situation in Memphis. They discuss the Grizzlies reportedly entertaining offers for Morant, his trade value and potential suitors…
Andrew and Ben return from the holidays to discuss Ben’s Article AI and the Human Condition, and various responses to the preponderance of pessimistic forecasts for what AI will mean for the future,…
On today’s show Andrew and Bill return from the holidays and begin with the PRC’s reaction to the arrest of Nicolás Maduro in Venezuela. Topics include: PRC outrage and embarrassment, the propaganda…
Andrew and Ben begin with reactions to ChatGPT’s new image capabilities, a reminder of OpenAI’s strategic advantages vs. Google, Disney’s deal with Sora, and Gemini 3 Flash. From there: Netflix and…
Varun (@byvarunshankar | @byvarunshankar.bsky.social) and Andrew Sharp (@andrewsharp) discuss Bub Carrington's season to date, how the Wizards wing rotation has shaken out of late, Tre Johnson's…
On today’s show Andrew and Bill begin with takeaways from the Central Economic Work Conference, including the latest push to stimulate domestic demand, why consumption is intertwined with security,…
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…
On today’s show Andrew and Bill begin with the news that the US is greenlighting the sale of Nvidia’s H200 chips to the PRC market. Topics include: Dubious claims in Trump’s Truth Social post…
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…
On today’s show Andrew and Bill begin with the call between Trump and Xi last week, a subsequent call between Trump and Japanese Prime Minister Sanae Takaichi, and the PRC’s ongoing tensions with…
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…
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…
On today’s show Andrew and Bill begin with a week of escalating rhetoric in response to Japanese Prime Minister Sane Takaichi’s comments about a Taiwan contingency. Topics include: Memories of…
Send us a text The Wizards losing streak has reached double digits, so Troy, Isaac and Wardell open this week's show by breaking what's been going wrong in DC (3:54). They also give an update on the…
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…
On today's show Andrew and Bill begin with the implementation of this month's deal between the US and China, including a variety of early indications that both sides intend to follow through with…
Ben and Andrew begin with reactions to the OpenAI CFO discussing a federal "backstop" for prospective financing, as well as Sam Altman's recent comments about OpenAI's spending. Then: An emailer…
On today's show Andrew and Bill break down the latest deal between the US and China, beginning with details from the White House over the weekend, why the PRC is likely happy with a tactical retreat…
Discussing Ben's interview with Substrate CEO James Proud, including the "insane" challenge he's undertaken as Substrate attempts to compete with TSMC and ASML, and the ways in which a bubbly…
On today's show Andrew and Bill begin with the looming Trump-Xi meeting in Seoul, South Korea, and the "consensuses" agreed upon in Kuala Lampur this past weekend. Topics include: Treasury Scott…
Kevin O’Connor welcomes Andrew Sharp to break down the NBA’s opening night action. From the double-overtime Rockets-Thunder thriller and SGA’s game-winning free throw to standout performances by…
Kevin O’Connor welcomes Andrew Sharp to break down the NBA’s opening night action. From the double-overtime Rockets-Thunder thriller and SGA’s game-winning free throw to standout performances by…
On today's show Andrew and Bill begin with questions surrounding the Fourth Plenum as it continues in Beijing this week. Topics include: The Party's messaging on past successes, a timeline for policy…
Andrew and Ben begin by examining the various structural forces and business decisions that led the U.S. and the West to cede rare earth mining and refining to China, including reduced friction at…
From the October 10th Episode: The MVP Field in 2025, A LeBron Injury and Giannis Weirdness, The Celtics, Knicks and Atlantic Division Picks Subscribe at Greatest of All Talk.
Thoughts on OpenAI after a month of infrastructure and partnership announcements, including the differences between OpenAI and a Mag7 company, Ben’s interview with Sam Altman this week, Apps in…
On today’s Andrew and Bill begin with President Trump's executive order authorizing a proposal for a TikTok divestiture from ByteDance. Topics include: Why the proposed deal would be a win for…
Ninety minutes after they wrapped a conversation about YouTube, Google and the future of AI video, Ben and Andrew reconvene to make Ben eat his words about Meta's inability to ship and react to Vibes…
On today's show Andrew and Ben begin with a 60-second iPhone review before turning to YouTube and Google's abundance of AI opportunities. Then: Six questions about the AI bubble, including reactions…
Andrew and Ben react to the Meta Ray-Ban Display and the progress of the Meta Neural Band, including keynote FOMO, debating the value of handwriting words in the air, the strategic logic of shipping…
On today’s show Andrew and Bill begin with the news of a “framework,” a consensus, and a possible deal to divest TikTok US from its parent company, ByteDance. Topics include: The many details yet to…
Thoughts on Apple's new generation of iPhones—which are genuinely exciting—and why the underwhelmed reaction from fans and analysts reflects choices that Apple made a long time ago and a new…
On today’s show Andrew and Bill begin by looking back at last week’s Victory Day parade. Topics include: The domestic messaging from the PRC, cold war imagery from a regime that denounces cold war…
Talking through Google’s big win in court this week, including the confounding opinion from Judge Amit Mehta, a strategy that paid off for Google, anti-monopolists and the Chrome crusade, and the…
On today's show Andrew and Bill begin with takeaways from the SCO Summit, including Xi's announcement of the Global Governance Initiative (GGI), outreach to the global south, and the PRC's warming…
Unpacking the latest round of Nvidia earnings and the questions that loom over the company's future in China. Then: Answering a few of the most common objections to the US government's plans for…
On today’s show Andrew and Bill begin with Li Chenggang in Washington for another round of meetings with American negotiators. Topics include: Outreach to soybean farmers and rumors of Boeing…
Ben and Andrew discuss a monster earnings report for Meta, the mechanics of how they got there, and the newfound trust the company enjoys from investors. Then: Reactions to GPT-5 and subsequent…
This is a free preview of a paid episode. To hear more, visit www.houseofstrauss.com Andrew Sharp from Sharp Tech (and many other pods) is here to break down why the hell Paramount Plus paid the UFC…
Andrew and Ben discuss Ben’s article on Apple and AWS in the AI era, including a call for Apple to make an acquisition, a bit of AWS history, AWS as the new Azure, and the challenge of making changes…
On today’s show Andrew and Bill begin with July’s Politburo Meeting, including a date for the Fourth Plenum, more condemnations of “disorderly competition,” and signals that party leadership remains…
Intel's future in leading edge manufacturing looks more uncertain, while prospects for the US semiconductor supply chain are beginning to look more promising. Then: Google's earnings inspire a…
The pay-per-crawl model for compensating content creators on the Internet, what sorts of content might win if that market actually materializes, and the grim outlook for today's digital publishers.…
A week of news surrounding Windsurf and Google (and now Cognition), why the Silicon Valley ecosystem as we've known it appears to be coming to an end, and why the hiring and acquisiton conventions…
Kevin O'Connor reacts to the stunning news that Damian Lillard chose to return to the Portland Trail Blazers. Why KOC loves the fit, and could see this working out great for Portland. PLUS Kevin says…
Kevin O'Connor reacts to the stunning news that Damian Lillard chose to return to the Portland Trail Blazers. Why KOC loves the fit, and could see this working out great for Portland. PLUS Kevin says…
On today's show Andrew and Bill begin with reports that Nvidia will soon be allowed to again sell its H20 chips in China. Topics include: A win-win deal for Nvidia and the PRC, whether this is the…
On today's show Andrew and Ben begin by breaking down a favorable ruling for Anthropic in a case concerning copyrighted material, the fair use doctrine, and LLM training. Then: A midsummer mailbag…
On today's show Andrew and Bill begin with PRC perspectives on the past two weeks of attacks on Iran. Topics include: Dispelling notions that U.S. involvement was welcomed by the PRC, why regional…
On today's show Ben and Andrew answer questions about the future of engineering jobs, the definition of vibe coding, Meta's AI upside, ChatGPT-led fashion shows, xAI as a third-tier streamer, and…
Ben and Andrew react to reports that in addition to adding Scale AI CEO Alexandr Wang, Meta’s now in advanced talks to hire prominent AI investors and frequent Stratechery guests, Nat Friedman and…
On today’s show Andrew and Bill take stock of the US-China trade framework in the wake of last week’s negotiations in London. Topics include: US escalations that brought the PRC side back to the…
A variety of announcements at WWDC, and why Apple’s lack of jaw-dropping news or boundary pushing plans was the most sensible approach available this year. Then: Questions about Meta’s AI execution,…
On today’s show Andrew and Bill begin with a call between President Trump and Xi, two days of meetings between the U.S. and China in London, and an apparent effort from both sides to de-escalate.…
On today’s show Andrew and Bill begin with a series of escalatory policies from the U.S. and talk of a call between Xi Jinping and Donald Trump later this week. Topics include: The rare earth…
Reactions to Sunday’s shocking reports out of Russia and why the virtues of a shipping container may become more complicated in years to come. Then: questions on foldable phones, the io upside, and…
On today's show Andrew and Bill begin with reports that next year's five-year plan will double down on the Made in China 2025 strategy. Topics include: The legacy and successes of Made in China 2025,…
Discussing Ben's Article on the future of the agentic web, including the virtues of the ad-supported internet we've enjoyed for the last three decades, why that model is becoming less viable as the…
Andrew Sharp joins KOC on this episode to discuss the Oklahoma City Thunder's 3-1 lead in the WCF. Has Anthony Edwards regressed to the point of being this era's version of Playoff James Harden? Have…
Andrew Sharp joins KOC on this episode to discuss the Oklahoma City Thunder's 3-1 lead in the WCF. Has Anthony Edwards regressed to the point of being this era's version of Playoff James Harden? Have…
Ben and Andrew react to the news that OpenAI is acquiring Jony Ive's hardware startup for $6.5 billion worth of stock, including questions about the form factor of future AI devices, challenges…
The implications of last week’s announcements on AI investments from Saudi Arabia and the UAE (and the repeal of the AI Diffusion rules), Ben’s thoughts on OpenAI’s acquisition of Windsurf, and…
Reactions to a revamped app and the expanded ambitions of Airbnb, an excellent email about practical considerations for leaders if AI accelerates a bifurcation of society, and thoughts on HBO's…
On today's show Andrew and Bill gather on short notice with reactions to Monday's news of a deal between the U.S. and China to significantly reduce tariffs for ninety days, while establishing a…
Send us a text Isaac, Troy and Wardell are back with a special episode that provides their real-time reactions to the results of 2025 NBA Draft Lottery, with a very special guest, Andrew Sharp! In…
Talking Platform Power and 15 years of App Store arguments, with topics including Ben's memories from Microsoft, the difference between regulating platforms and aggregators, and the case for…
On today’s show Andrew and Bill take stock of the trade war one month after “Liberation Day.” Topics include: Domestic messaging on “struggle” and external promises to never kneel down, the risks…
On today's show Andrew and Bill return to discuss the state of the trade war two weeks after “Liberation Day” and the imposition of a 145% tariff rate on PRC goods. Topics include: Reports of a Trump…
Tracing the history of Facebook to understand the challenges for the government in this month's FTC v. Meta trial, and thoughts on the nature of competition on the Internet and its impact on the…
Kevin O'Connor is joined by fellow NBA podcaster Andrew Sharp, host of "The Greatest of All Talk"and "Sharp Tech with Stratechery” to preview the Play-In Tournament, as well as the NBA Playoffs. Are…
Kevin O'Connor is joined by fellow NBA podcaster Andrew Sharp, host of "The Greatest of All Talk"and "Sharp Tech with Stratechery” to preview the Play-In Tournament, as well as the NBA Playoffs. Are…
Ben and Andrew return to discuss Liberation Day whiplash, Apple’s history in China and tech’s history in Asia, and the various challenges inherent to the efforts to rejuvenate America’s industrial…
This is a free preview of a paid episode. To hear more, visit www.houseofstrauss.com An ideal time to podcast with fellow indie media man Andrew Sharp, King of the Generalists. In addition to…
A look at the logic of Google's plans to purchase an Israeli cybersecurity firm for $32 billion, more tension between Apple, Google and the EU, and an email about Xbox One and Microsoft's checkered…
After Ben's interview with OpenAI CEO Sam Altman, Andrew and Ben hold an impromptu symposium on AI and its implications, featuring questions from listeners. Topics include: The long-term UX for Deep…
On today's show Andrew and Bill begin with takeaways from the Two Sessions, including good news for tech companies as the push for new quality productive forces continues, the rhetoric surrounding…
A question about the future of the NBA as the league sees record revenues and declining ratings, several emails about Apple's continued adventures in AI, and follow-ups to last week's episode on…
On today's show Andrew and Bill begin with Trump raising tariffs on the PRC by 10%, the PRC's response, and the phone call Xi-Trump phone call that was rumored a month ago but still hasn't happened.…
A discussion of Ben's Stratechery article AI Promises and Chip Precariousness, including basic geography and evolving geopolitical considerations informing today's Taiwan tensions, the recent history…
On today’s special crossover Sharp Tech/Sharp China episode, Ben Thompson and Bill Bishop discuss the private enterprise symposium and Xi Jinping's rapprochement with China's tech companies, and the…
On today's show Andrew and Bill begin by talking through a first round of US tariffs on PRC goods and responses from the PRC earlier this week. Topics include: The fentanyl allegations that served as…
Unpacking several days of dizzying reactions to DeepSeek, including a closer look at the costs of model development, why the heightened scrutiny looks like a coping mechanism, DeepSeek’s efficiency…
On their 200th episode of the show(!), Ben and Andrew discuss the Stargate Project and what clarifies about the dynamics between OpenAI and Microsoft. Then: the risks inherent to Stargate…
Andrew and Bill take to Substack Live on Sinocism to discuss the SCOTUS decision about TikTok and what may be next for the app in the US.
Thanks everyone who tuned into today’s live video with Andrew Sharp to discuss the SCOTUS decision about TikTok and what may be next for the app in the US. We are still in beta please so excuse the…
Looking to digital advertising history for clues about AI’s impact on the economy, proposed frameworks for AGI and ASI, and why AI benefits are likely to be unevenly distributed in the near term.…
On today's episode, Ben Golliver and Michael Pina dig into Kyrie Irving's return to the court for the Brooklyn Nets. How did he look and can he pair effectively with Spencer Dinwiddie? Will the Nets…
On today's episode, Ben Golliver opens with exciting news about former Open Floor co-host Andrew Sharp, who has made his triumphant return to the NBA podcast world. From there, Ben and Michael Pina…
We discuss the Eagles opener and Mike's Nick Foles takes just before getting into the ridiculous general manager search rumors (2:00), how we feel about Ben Simmons hanging out with LeBron (and…
We wrap up Sixers training camp, preview the bigs rotation for the Sixers this season, discuss teh NBA's fake solution to tanking, recap Andrew Sharp's argument with Ben Simmons, and TJ McConnell…
We're just two weeks from camp. It's time to get down to business. On today's pod, we break down the Sixers guards for this season (with wings and bigs to come in subsequent weeks). We also discuss…
We're NBA Draft as all get-out right now, with guests every week until the draft to tell you who to like and who not to like. This week we've got NBA Scout Elan Vinokurov, talking the top of the…
Dario's maybe not coming! We might not have any more information than we did a week ago, but we've got to talk about the prospects of Dario Saric maybe not coming over this year. We also take some…
Only 20 games left in what is widely considered the best Sixers season in over a decade. They only have to go 12-8 to match Mike's prediction of 25 wins. This episode includes T-Rob's per minute…
The Sixers won a game! Ish Smith took over! Jason Richardson is an NBA player. Nerlens Noel is shooting all the free throws. What?! All of that, and going in on #RTRS arch rival, Andrew Sharp.…