Ben Thompson
Stratechery founder and technology strategy analyst
Stratechery founder and technology strategy analyst
Every podcast episode featuring Ben Thompson that Attunex has found: 373 interviews and appearances across 30 shows between 2014 and 2026. Most often on Exponent (197), Sharp Tech with Ben Thompson (108) and The Talk Show With John Gruber (18). Often in conversation with James Allworth, Andrew Sharp and Bill Simmons. Follow Ben in Attunex to get new appearances automatically, each with an on-device transcript and summary.
Follow Ben Thompson in AttunexUpdated 2026-10-14.
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…
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📝 本期播客简介 本期我们克隆了：The Stratechery Podcast · Apps, Agents, and Aggregation 原内容更新时间：2026-09-28 “这不是 3 个彼此独立的预测。这就是 2026 年此时此刻的现实。”AI 会替人操作电脑，也会按需生成界面；但要让普通人用上 Agent，光有 AI 还不够。 Ben Thompson 从自己用 Muse 整理…
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…
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…
(01:32) - Harvey's Margin Whiplash (12:54) - Insects > Humans? (26:44) - Human Powered Agents (45:59) - McLaren Rebrand (50:27) - Toy Sales Growth Driven by Adults (56:12) - Ben Thompson, founder of…
Hosts: Lenar Kess, Damra Vol. Four people spent the weekend arguing about why frontier labs want Washington to slow the field down, and none of them agree on the motive. Meanwhile Amazon did…
📝 本期播客简介 本期我们克隆了：The Stratechery Podcast · Frontier Overhangs 原内容更新时间：2026-09-21 本期节目由 Ben Thompson 主持，围绕他对 Anthropic 联合创始人 Dario Amodei 在《We Must Pace the Frontier》中提出的“放慢前沿步伐”主张展开分析。Ben Thompson…
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,…
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 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…
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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.…
Stories in today's episode — tap a headline to read the full piece: Ben Thompson: agentic cybersecurity favors offense, and that asymmetry is why AI diffusion is slow Headway built its own AI…
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…
Welcome back everyone. Market Update📈📉 Start with one number that has nothing to do with AI. The 30-year Treasury hit 5.31% this week. That’s the most expensive long-term money since 2007. I was in…
📝 本期播客简介 本期我们克隆了：知名播客 Invest Like the Best with Patrick O'Shaughnessy Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487] 原内容更新时间：2026-08-18…
My guest today is Ben Thompson, the founder and author of Stratechery. Ben is one of my favorite business thinkers and I love talking to him about everything happening in markets and technology. We…
哈囉大家好，我是科技大衛曾！歡迎收聽 AI 新知快報第 139 集 今天的 AI 大事快報： 🕵️ Anthropic 替新一代 Claude 文字輸出加上機器可讀的隱形水印，複製貼上也會跟著走 ⚙️ Claude Code 在 Pro、Max、Team 方案預設改成 Auto Mode，AI 開始自己判斷要不要執行工具 🔥 Ben Thompson 直接開槓 Anthropic 的…
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…
AnthropicはEU AI法対応として8月2日以降のClaudeモデルに透かしを導入しましたが、アナリストのベン・トンプソン氏は「ボールペンに著者を名乗らせるようなもの」と一蹴。校正利用時の誤判定リスクや、技術的な限界も指摘されており、透明性義務化の難しさが改めて浮き彫りになっています。 〇Tech analyst Ben Thompson dismisses the 'clearly…
哈囉大家好，我是科技大衛曾！歡迎收聽 AI 新知快報第 138 集 今天的 AI 大事快報： 🚀 Grok 4.6 一上線就衝進 benchmark 前段班，甚至在某些項目接近 GPT-5.6，還主打又快又便宜 🛡️ Claude Code 在 Pro、Max、Team 方案預設改成 Auto Mode，Anthropic 說這樣反而更安全 💥 Anthropic 想做 AI 浮水印，卻被…
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 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…
Gregory C. Allen and Adam Goodwin unpack three stories from the same week — the OpenAI model that broke out of a sandbox and autonomously hacked Hugging Face, Xi Jinping's first in-person WAIC…
Exciting news! My book trying to share post-training knowledge with the world is done and shipping soon. Order on Manning or Amazon. Thanks for the support. It’s currently the #1 AI book on Amazon…
Alibaba launched Qwen3.8 Max as Moonshot paused Kimi K3 signups amid demand. The Trump administration weighed a slow squeeze on Chinese AI, Hugging Face used China's GLM-5.2 after US guardrails…
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 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…
This is our full conversation with Ben Thompson. We discuss why Microsoft's Xbox strategy failed, why he thinks GTA 6 should cost $200, how console wars shaped the modern gaming industry, what went…
(00:41) - Coatue Bets Big on Blue Origin (05:39) - Cheaper Vision Pro Dead (14:04) - Getty x Shutterstock Deal Dies (21:17) - Empty IBM Campus Goes Viral (28:52) - 𝕏 Timeline Reactions (32:44) -…
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 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…
Four of China's top AI labs — DeepSeek, GLM, Kimi, and Qwen — are giving away frontier-class models for free. Not a free trial. The actual model, yours to download, run on your own machine, and build…
SpaceX is acquiring Cursor for $60B days after its blockbuster IPO, as its stock soared 20% on day one. Anthropic's standoff with the Trump administration churned on without resolution, OpenAI's 2025…
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…
本期内容 今天这期节目围绕一个核心转变展开：AI 不再只是你打开用一下的工具，它正在嵌入代码仓库、操作系统、甚至你的视野。从 Anthropic 同时发布两个能力档次差异明显的模型，到 Project Glasswing 在全球扩张安全漏洞扫描，再到微软用"代理优先"硬件挑战苹果的生态护城河，以及头戴显示器里跑起来的 AI 编程代理，你能感受到这个变化的轮廓正在变得清晰。听完这期，你会对"AI…
Anthropic released Claude Fable 5, a guardrailed Mythos-class model, to the public and Mythos 5 to trusted partners. OpenAI confidentially filed for an IPO. Hackers injected credential-stealing…
The government is proposing new measures to stop NIMBYs vexatiously taking energy projects to judicial review! And James tries to persuade Martin that space-based data centres aren’t a completely…
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…
Ben and Chris talk with tech analyst Ben Thompson about the future. Is AI heaven, or hell, or both? Does the future belong to China or the United States? What’s the deal with Silicon Valley and does…
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,…
Google reported the first known case of hackers using AI to discover and weaponize a zero-day vulnerability. OpenAI launched a $4B+ deployment company and acquired Tomoro. Apple plans Liquid Glass…
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…
AI 让我们更高效了，可我们的账单都涨了，每天也感觉反而更累了 | 关雅荻友情客串道歉拖更｜ 山姆奥特曼为什么屡次应激 ｜ Ben Thompson 锐评"彩虹尽头的短巴士" ｜ Anthropic ARR 反超 OpenAI ｜ 杰文斯悖论：AI 让我们更累了 ｜ 各种蝴蝶效应导致的内存涨价 ｜ OpenAI 1.5 亿美元收购科技播客 TBPN | AI革命和工业革命的相似之处 🎙️节目介绍…
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…
인공지능의 급격한 발전이 가져올 문명적 위기와 기회를 심도 있게 다루고 있습니다. 특히 안트로픽의 다리오 아모데이는 인공지능이 인류를 능가하는 '강력한 AI' 시대가 머지않았음을 경고하며, 시스템의 자율적 폭주나 생화학 무기 제조와 같은 파괴적 오용 가능성을 제기합니다. 또한 국가 간의 기술 패권 경쟁과 인공지능에 의한 노동 시장의 붕괴, 그리고 극심한…
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…
软件的「退化」与「消失」：大模型时代的身份危机与定价权终局：在 2026 年初的硅谷，一场关于软件本质的“身份危机”正悄然演变成一场存量市场的生死角逐。Stratechery 的 Ben Thompson 与 Benedict Evans 的最新对谈揭示了一个冷酷的现实：随着个人智能体（Person…
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,…
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…
In this conversation, previously aired on TBPN, John Coogan and Jordi Hays speak with Ben Thompson, founder of Stratechery, about his essay "Anthropic and Alignment" and the broader collision between…
Sign up for TBPN’s daily newsletter at TBPN.com (01:07) - Anthropic vs DoW (39:55) - Paramount Wins Warner Bros. (44:02) - 𝕏 Timeline Reactions (57:35) - Ben Thompson, founder of Stratechery,…
This is our full interview with Ben Thompson, recorded live on TBPN. We discuss his essay on Anthropic, why AI is colliding with hard questions about state power, surveillance, and military leverage,…
Hook: How AI reshapes who owns the customer—and why ads, agents, and semiconductors matter more than you think. This condensed edition takes a 2-hour conversation down to 6 minutes, capturing John…
Welcome to the debut episode of the podcast. Today we'll be talking about the Six Colors Apple report card, as well as Ben Thompson's new opinions on a couple of things about Xbox. You can also watch…
📝 本期播客简介 本期我们克隆了：Stripe 官方播客《Stripe Press Podcast》 Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media 本期嘉宾是科技界最有影响力的分析师、Stratechery 创始人 Ben…
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…
這份來源是 Stripe 對科技分析師 Ben Thompson 的訪談摘要，探討了 AI 發展與廣告模式 的深度轉型。內容分析了台灣作為便利居住地的優勢，並對比 Meta 與 Google 在用戶分析及廣告策略上的核心差異。作者詳細解釋了 聚合理論 如何應用於 AI 時代，並對 OpenAI 的商業模式 與 TikTok 的演算法爭議 提出見解。此外，訪談還涉及了 台積電產能限制…
Podcast : Cheeky Pint (LS 40 · TOP 2% what is this? ) Episode : Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media Pub date : 2026-02-12 Get Podcast Transcript →…
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 Thompson, the internet’s premier tech analyst, joins John for a wide-ranging conversation on the mechanics of the internet economy. They discuss the origins of Stratechery and the "1,000 true…
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…
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…
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…
Sign up for TBPN’s daily newsletter at TBPN.com (00:33) - We Are Jerome Powell (02:08) - DOJ Opens Criminal Probe into FED Chair (04:15) - 𝕏 Timeline Reactions (11:42) - Apple's Vision Pro Strategy…
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,…
Diet TBPN delivers the best of today’s TBPN episode in under 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each…
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…
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…
Sam Altman declares a “Code Red” for OpenAI. All hands on deck. Molly, you in danger, girl, to quote Oda Mae Brown from the movie Ghost. Long term, is Apple in trouble cause of Google’s ascendency in…
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…
📝 本期播客简介 本期节目，我们克隆了知名科技分析师 Ben Thompson 播客《Stratechery》中的深度文章《泡沫的好处》。Ben Thompson 大胆挑战了我们对“泡沫”的传统负面认知，他认为当前的 AI 热潮，尽管估值惊人、营收微薄，却是一个典型的“好的泡沫”。他引用卡洛塔·佩雷斯《技术革命与金融资本》的理论，指出像 AI…
(05:21) - Slop vs. Farm Debate (11:40) - Ben Thompson's Sora 2 Analysis (35:37) - The Timeline Reacts to Sora 2 (01:34:31) - The Stablecoin Duopoly is Ending (01:42:14) - Reece Chowdhry, Founding…
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…
(01:08) - Google Stock Soars After Antitrust Ruling (22:23) - United States vs. Google White Board Breakdown (32:52) - Ben Thompson Sees Strategic Victory for Google (46:31) - Leadership Turmoil Hits…
Elon Musk is taking his beef with Sam Altman AND Tim Apple to court. The Trump administration could sanction EU officials over the Digital Services Act. Spotify has added DMs. And Ben Thompson’s deep…
煮水x研磨x沖煮x便攜－MATURE GoBrew行野全自動咖啡機 連結： https://mature.tw/Miula 優惠碼：輸入【Miula】再折一百元 --- TSLA 25Q2 財報與展望: https://miula.kaik.to/f60rs --- EP227. 香櫞看空 PLTR 報告、軟銀投資英特爾、馬斯克不組新黨了 | M觀點 --- (00:40) EP227 預告…
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…
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…
面對 AI 時代，五大科技巨頭（Apple, Amazon, Google, Meta, Microsoft）分別有哪些潛在的優勢、又分別面對哪些不同的挑戰？這一集的矽谷咖啡館，跟著我們站在電子報巨人 Ben Thompson 的肩膀上，一起探究 AI 浪潮下的成王敗寇！
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…
(00:00) - Intro (00:03) - Texas Floods Controversy (03:39) - Augustus Doricko (Rainmaker) (31:04) - Top Signals (01:05:09) - Grok Goes Out of Control (01:14:49) - Grok 4 Launch Breakdown (01:48:06) -…
(02:57) - Linda Yaccarino Steps Down as CEO of X (06:01) - Grok Spreads Antisemitic Rants on X (16:00) - Tariff Deadline Pushed to August (17:54) - F1's Red Bull Fires Christian Horner (26:54) -…
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…
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…
This week, Mia, Charles and Leon break down three timely topics shaping the future of venture and technology: VC Exit Math is Changing: David Clark (VenCap) expands on Packy McCormick’s analysis of…
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輝達（NVIDIA）執行長黃仁勳19日在台北COMPUTEX主題演講後，接受科技電子報《Stratechery》創辦人湯普森（Ben Thompson）專訪時透露，因應中國市場設計的H20晶片遭美國政府新增出口管制，公司需認列高達55億美元（約新台幣1659億元）損失，這讓他「深感痛苦」。…
El CEO de Meta, Mark Zuckerberg comentó que le daría prioridad mejorar la publicidad y crear “experiencias más atractivas” para que de esta manera se mejoren la presencia de las marcas utilizando sus…
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…
A Deep Dive into how AI might finally give us visual, on-demand interfaces—generated on the fly, built from modular elements, and tailored to context. We unpack Karpathy’s three bets: visual-first,…
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…
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…
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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…
AI深度研究功能到底是学习神器还是炒作？是加速学习效率还是加剧资讯焦虑？ 当资讯的获取门槛急速降低，我们在AI时代应该如何面对好海量的资讯传播？ #deepresearch #AI #ailearning #aiknowledge #benthompson =========== Chapters: 00:00 参加AI线下worshop以及AI 对教育的影响见解 04:04 Deep…
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…
This is a free preview of a paid episode. To hear more, visit sinocism.com Show Notes: On today’s special crossover Sharp Tech/Sharp China episode, Ben Thompson and Bill Bishop discuss the private…
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.…
Meta’s new approach to moderation questions, the context for an apparent shift to the right among tech leadership, and lessons from the last several years of moderation challenges and mistakes. At…
A closer look at Intel's fall from grace in the wake of CEO Pat Gelsinger's sudden retirement and with the company facing a fresh round of questions about its future. Topics include: Ben's overview…
Returning from the holiday week with a look at the explosive growth of AppLovin, various takeaways from the towering success of OnlyFans, Bloomberg history, and questions on the future for Elon Musk…
Celebrating the holiday week with emails from subscribers. Topics include: integrating LLMs into the modern workflow, human reactions to AI content, Google and its disruption risks, a follow-up to…
Talking through the evolution of the modern trade landscape, the implications of tariffs under a new U.S. administration, and Ben’s article on Monday, A Chance to Build. Topics include: the realities…
Questions about politics as America's most dominant pop culture franchise, recommendations for the EU, and more.
What if writing a newsletter could pay your rent? Well, it can. And today, you’re going to learn how. Ben Thompson makes millions of dollars a year with his writing. He’s the OG of subscription-based…
Projecting antitrust policy in a second Trump administration and explaining the splintered interests among little tech and big tech, checking in with the state of X under Elon Musk, and two ChatGPT…
Semil Shah sits down with Lightspeed Partner and host Michael Mignano for a quarterly conversation about AI and its evolving impact on startups, VCs, and incumbents. They also discuss Chris Paik’s…
A question about generative AI and the hardware powering voice assistants, projecting the GPU future with the dot com bubble as context, and thoughts on Amazon’s capital expenditures and the state of…
The Microsoft Build conference and the introduction of Copilot+ PCs, the potential for Windows as an AI platform that gives developers more certainty, and reactions to Scarlett Johansson's statement…
Celebrating 10 years of Stratechery as a subscription business with 10 questions about analysis, creating on the Internet, what's coming with AI, and what it was like on day 1.
AI and immersive technologies will fundamentally change how humanity interacts with society, government and even the environment. How can we meet the challenge presented by the complex risks we face…
本集將深入探討各種創新動向。首先，我們將介紹 Ben Thompson，一位靠著寫作年賺 300 萬美元的科技作者，並探索他的超狂電子報背後的故事。接著，我們討論 Midjourney 控告 Stability AI 偷取資料的新聞事件。此外，我們也將探究 Elon Musk 宣布 xAI 即將開源 Grok 的消息，以及 Sam Altman 重返 OpenAI 董事會、Worldcoin…
Matt is joined by Ben Thompson, the founder of Stratechery, to discuss Open AI’s new text-to-video model Sora and the ensuing Hollywood freakout. Ben explains how Sora works and what effect it could…
Introducing the Sharp Tech YouTube Channel, understanding why Netflix choose the WWE for its first live rights partner in sports, more on the Vision Pro and watching sports in VR, and recapping Ben’s…
Apple’s new App Store rules inspire plenty of familiar complaints, while some of the biggest tech companies in the world tell Apple to launch Vision Pro without them.
Peacock makes history as the first streaming service to broadcast an NFL playoff game, an emailer asks Chat GPT licensing deals, and Boeing follow-up spawns questions on the future of free markets…
The latest failures at Boeing invite fresh scrutiny of the incentive structure, strategy lessons embedded in the company's decline, and why Boeing exemplifies the same mistakes and challenges that…
A word about the Packers and microchips, and then reactions to the New York Times suing OpenAI and Microsoft for copyright infringement, the similarities and differences between past copyright cases…
Celebrating the end of the year with a few reactions to Wednesday’s Paramount-Warner Brothers rumors and a wide variety of mailbag questions. Happy holidays from the entire Sharp Tech team!
The patent dispute that has Apple ready to take Apple Watches off the market, the expanding powers of the EU regulatory regime, why the Adobe-Figma acquisition raised legitimate competition concerns,…
Epic vs. Google spawns a victory lap for Ben and some obligatory arguments with Andrew, a closer look at the FinTech revolution that never quite materialized, and the AI possibilities in journalism…
Bull and bear cases for Google's long term prospects, why navigating the AI era may require leadership and culture changes, and thoughts on college football's success and Mark Cuban's sale of the…
Ben’s article on “Regretful Accelerationism,” the differences between today’s Internet and that of 10 years ago, AI articles at Sports Illustrated as digital media continues its decline, and why the…
Elon Musk has some choice words for advertisers who abandon his platform, a look at longstanding advertising deficiencies at X and more recent flaws in Musk’s business strategy, and thoughts on Musk…
Show notes: After one year of Sharp Tech and Sharp China, a summit with Ben Thompson, Bill Bishop and Andrew Sharp to discuss podcasting, the chip ban, the US-China relationship and beyond. To read…
Ben shares his experience with a ChatGPT demo that inverted his expectations, a reminder that reducing friction is essential for AI’s next steps, and reactions to Meta’s Smart Glasses and reports of…
The Ringer's Bill Simmons starts by reacting to Damian Lillard being traded to the Milwaukee Bucks in a three-team trade (1:38). He also talks about Deandre Ayton in Portland, what's next for Jrue…
The voice and image commands announced by OpenAI (and the Google threat that still looms), Spotify’s new translation software, and a wave of CarPlay love among the emailers leads to clarifications…
The battle between #Disney and Charter Spectrum has been settled, but the war between cable and big #contentcreator companies is far from over. Joe Ovies interviewed #technology and #business expert…
The Ringer's Bill Simmons shares some postgame thoughts about the Lions' season-opening win over the Chiefs (3:02) before making his Million-Dollar Picks for Week 1 (14:32). Then, Bill is joined by…
China's ongoing response to last fall's sweeping export controls on advanced semiconductors, the importance of Japan and the Netherlands imposing their own set of export controls, and more on Intel's…
A question about profitable and public venture-backed businesses over the past 15 years, why Amazon, Google and Apple might be interested in sports rights, and a proposed broadcasting strategy in…
Twitter's latest idea spurs a discussion of the micropayment model, an email about Twitter Blue and Twitter subscription's for independent creators, and follow-up Microsoft thoughts on the spirit…
UK regulators may have scuttled the biggest merger in gaming history, the implications for globalized businesses going forward, and debates about antitrust enforcement. Plus: Two follow-ups to the…
Potential implications of Netflix advertising success, checking in with the rest of the streaming landscape, and the long-term questions surrounding Nvidia and the GPU ecosystem. At the end: Two…
More on the copyright questions facing innovators and regulators as generative AI matures, Microsoft Copilot and the future of LLMs in litigation, plus emails on the state of Zoom in 2023, the Apple…
Copyright debates underlying text-to-image generation, the stakes for incumbents and upstarts, and what AI could mean for the music business (but not yet the movie business). Plus: A listener’s…
On today’s show guest host Ben Thompson ( Stratechery ) and Bill begin with Taiwan President Tsai Ing-wen's meeting with Speaker of the House Kevin McCarthy and discuss China's reaction and the mood…
Parsing the latest Twitter controversy with a look back at pre-Musk decisions, the motivations driving Substack and Twitter last week, and big picture thoughts on the future of Substack. At the end:…
Elon Musk's two-part announcement about Twitter Blue and the "For You" tab, why subscription and advertising business models are generally incompatible, a variety of reactions to this week's open…
A programming note regarding the next few weeks of the podcast, a long email from a Stratechery reader about the risks of AI, and extended thoughts on the various risks and unknowns that define the…
What Microsoft Copilot could mean for SaaS businesses and CIOs and Google, the midrange jumper and questions about long-term office culture optimization, and a few more thoughts on regulation in the…
Revisiting the decisions that led to the collapse of Silicon Valley Bank and talking through the implications of the government's solution, the behavior of various tech personalities on Twitter, and…
Microsoft history and the VR future for Nintendo and Meta, the various considerations underlying the "Ban TikTok" debate, and advice for a listener who's considering a pivot from a career in big…
Additional thoughts on what the NBA can (and can't) learn from Formula 1, areas for ESPN to improve in an era of abundance, the success of the English Premier League, and the calculus of Apple and…
Parsing the criticisms of ex-Google employees who've put the company's culture in the spotlight, mid-2000s Microsoft as a Google analog and a window into the good and bad of dominant companies, and…
Parting thoughts and a few emails as Sydney passes into the afterlife, quick reactions to Mark Zuckerberg’s subscription announcement on Sunday, and extended thoughts on Section 230 before the Google…
Ben offers his takeaways from a full day of chatting with Sydney, Bing's new chatbot, why the focus on search utility might be missing the point, the refreshing weirdness of a chatbot that makes…
Reactions to the demos from Google and Bing this week, answers to an emailer looking for an AI bear case, and why Apple never went into the TV business. Plus: A trade proposal for Disney, an…
Meta’s earnings and the market’s resounding endorsement, revisiting the misconceptions that colored the Meta story toward the end of 2022, an essay about the degrading internet and what the causes…
A look at Cloudflare's strengths and weaknesses in the 2023 marketplace, why Microsoft and Amazon are well-positioned to further solidify their B2B empires over the next 12 months, and various…
Grocery delivery apps and why Wal-Mart might have the better idea, why Visible uses the Verizon network while charging half the price, and a question about the future of autonomous vehicles outside…
“The story of 2022 was the emergence of AI," wrote Ben Thompson, the author of the Stratechery newsletter and podcast. "It seems clear to me that this is a new epoch in technology.” Ben and Derek…
Wrapping up our first year of Cartoon Avatars, we went through our favorite interviews and debates and compiled the best moments. Featuring (0:00) Intro and Recap (27:08) Packy & Ben Thompson on…
Various questions after a new round of TSMC investments in the U.S., reactions to TSMC founder Morris Chang saying that “globalization is almost dead,” beginning the remote work conversation with…
Ben and James reunite to discuss the potential impact of AI on white collar work. Subscribe to Stratechery Plus, including Sharp Tech and Sharp China. Links Ben Thompson: AI Homework — Stratechery…
Ben Thompson joins Acquired to discuss the business of Stratechery itself and celebrate 10 years (!) of the internet’s best strategy analysis destination. Even beyond Stratechery’s enormous impact…
A closer look at Opendoor in the midst of its biggest challenge yet, the state of Twilio and Cloudflare, excellent pushback on claims that crypto doesn’t have a product, and reactions to SBF’s DMs…
Levels of the political system: 1. Politicians. 2. The laws of democracy. 3. The media. 4. Voters. - I consider it easiest to make a difference in the short term through the media and specifically…
How Ben reads an earnings report, the various challenges that might unsettle TikTok investors, an extended debate on whether Twitter and Facebook have been good for society, and Andrew is profiled by…
Google's core business is sound but YouTube's numbers are murkier, the bull case for Meta as the market runs the other way, and a fair and balanced look at Snap. Then, a few mailbag questions about…
Netflix's Q3 response to all its Q1 critics, sorting through the threats elsewhere in the streaming landscape, what to look for as Netflix makes its foray into ads. Then, responses to a new report on…
Taiwan's military readiness and the modal outcome for Tik Tok in the U.S., a question about immersive audio spawns Clubhouse lament, two questions about the future of AI in the knowledge economy,…
The narrow purpose of the latest US export controls, the broad attack the Chinese government will likely perceive, why heightened American attention to Taiwan could be dangerous, and a variety of…
Ben remembers why he believes in the future of VR, Andrew remembers why he's not a fan the metaverse movement, listeners wonder about possibilities at Apple and beyond, and Ben offers guidance on…
Reactions to Mark Zuckerberg’s keynote at Meta Connect 2022, why it makes sense for Meta to partner with Microsoft in the virtual reality space, the aspects of the VR pitch that still feel…
Elon Musk is a land of contradictions, reframing re-bundling and TNT's NBA incentives, a variety of questions about ad-supported business models, and a podcast confirmation hearing as Andrew faces…
Why it may make sense to sell Netflix, Apple TV, Paramount Plus and other streamers as one product, why cable may (or may not) be the intermediary brokering the sale, questions for the future of live…
User agency within Apple's ATT landscape, what Covid can teach us about the risks of regulating content moderation, whether AI fears spawned by The Terminator are reasonable, interrogating Andrew's…
Why the internet is upset after Nvidia's Ada Lovelace announcement, the perfect storm of the past 12 months, a bet on AI inside and outside of gaming. Then, the calculus for Apple and Nvidia as…
Adobe-Figma antitrust questions, the pluses and minuses of ignoring user complaints, how Twitter hype led to real infrastructure at Tesla, a word about porcupines.
New AI image generators hint at a decentralized future, newspapers vs. the internet as an analogy for what’s next, potential implications for white collar workers, and how Steve Ballmer can help…
This episode is also available as a blog post:…
This is episode is a cross-post from the podcast Cartoon Avatars, hosted by Logan Bartlett. Logan is joined by Packy and Ben Thompson of Stratechery. Packy, Ben, and Logan talk about their respective…
(00:00:00) Intro (00:02:28) Packy & Ben’s Businesses (00:23:08) Finding Your Audience (00:36:01) VC Hindsight (00:46:18) Creative Process (00:57:52) Web3 (01:05:57) Advice for Content Creators…
Could you explain Twitter to a 5yr old? Some things are just difficult to explain, and this week we look at the challenges of trying to explain complex technical concepts to everyday people. SHOW:…
Well, that escalated quickly. Days after Elon Musk become the single largest individual shareholder of Twitter, he has offered to buy the company and take it private. Wait, what? Derek welcomes…
The Ringer’s Bill Simmons is joined by Bucks fan and business and tech analyst Ben Thompson to discuss where Giannis Antetokounmpo fits into the MVP race, Bucks playoff speculation, what to expect…
Dithering CEO Ben Thompson returns to the show to go deep on the concept of the metaverse.
Ben and James discuss Facebook and Microsoft’s metaverse announcements, and how the future might play out. Links Ben Thompson: Meta — Stratechery Ben Thompson: An Interview with Mark Zuckerberg about…
Jens, einer der Gründer von Lotum, ist heute Gast in unserer News-Folge, um uns abzuholen, was die Umbenennung von Facebook in “Meta” alles mit sich bringt. Denn die Neuerungen umfassen mehr als nur…
Are we in the middle of the IT revolution, or on the verge of something new? Links Ben Thompson: The Death and Birth of Technological Revolutions — Stratechery Ben Thompson: The End of the Beginning…
On the podcast, we talk with Ben about all things app stores. From Apple’s revolutionary launch of the App Store in 2008 to the monopoly-like powers both Google and Apple now wield today. With…
The Ringer’s Bill Simmons is joined by business/tech analyst and massive Bucks fan Ben Thompson to discuss the Suns’ Game 2 Finals win and the silver linings for Game 3 in Milwaukee (1:45). Then Bill…
The Ringer’s Bill Simmons shares his thoughts on another stellar Luka Doncic performance in the Mavericks' Game 2 win over the Clippers, putting the Mavericks up 2-0 on the series (2:45). Then Bill…
Ben and James discuss the history of podcasts and why Spotify’s recent announcements are so compelling for creators. Links Ben Thompson: Spotify’s Surprise — Stratechery Episode 185 — Open, Free, and…
More deep dive into creator economy with Naval, Sahil (Gumroad) and Ben Thompson (Stratechery).
Ben and James discuss Substack and the rise of the sovereign creator. Links Ben Thompson: Sovereign Writers and Substack — Stratechery Ben Thompson: Never-Ending Niches — Stratechery Bruno Maçães:…
Is Andreessen Horowitz about to spin up its own media platform? Anthony Levandowski gets a pardon and Jack Ma resurfaces. Netflix is about to start printing money, and they’re about to give you a…
June 5, 2020: A medley of learnings from the Invest Like The Best podcasts’ interviews with Ben Thompson of Stratechery and Bill Gurley of Benchmark. Learning about what makes a platform vs.…
Next gen chips from Intel, the real HQ2 for Amazon is in India, the controversy around Apple blocking ad tracking on kids apps is a real case for King Solomon, and Ben Thompson makes a compelling…
In 2014, Ben Thompson, a blogger who writes about the business of technology, announced he was quitting his job so he could write full time. His business model? He would send out four newsletters a…
Matt, Ezra, and Sarah talk through the argument around net neutrality, the possible CVS-Aetna merger, and a white paper about who becomes an inventor in America. Ben Thompson's defense of Ajit Pai…
The Federal Communications Commission's plan to jettison its net-neutrality rules found a surprise supporter this week in respected technology industry analyst and blogger Ben Thompson. In a blog…
This week, we look at one of the new analyst models , and what they do, by way of Ben Thompson . Horace Dediu and RedMonk are other examples of this model, but Ben Thompson is the highest flying,…
Special guest Guy English returns to the show. Topics include Ben Thompson’s argument that Apple’s functional organizational structure is hindering their efforts in online services, recalling our…
Showing the 150 most recent of 373 appearances. Open Attunex for the rest.