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Cari episod lepas bagi Sharp Tech with Ben Thompson.

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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 generally, the Codex push in the mac app, and a request for a Codex computer. From there: The Ap ...
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 ...
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 ...
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. Fr ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Andrew Sharp and Ben Thompson, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.