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Cerca gli episodi passati di Sharp Tech with Ben Thompson.

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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 investments, the problems with Meta as a cloud provider, and the absence of religion in Menlo Pa…
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 company’s competitive position in the long run, and the subtext of the open weights open letter fr…
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 entrants from China, and why the timing of Apple’s price increases are a bearish signal. From …
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 AI labs. From there: Talking through Ben’s article on Kimi K3 and the future of open weights AI…
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Andrew Sharp and Ben Thompson, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.