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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 frenzy two weeks ago. Then: Parsing Google and Meta strategies as Google hedges its frontier bets, while Meta continues its frontier spending and announces questionable plans for an enterprise business. At the end: The future of the lending environment for Meta and the other hyperscalers, a bubble check-in, a rundown of what happened between Citadel and the Situational Awareness, close encounters with Ben’s vibe coded app, and an emailer offers a compelling theory on the push for Permanent Daylight Savings Time.
To email the show: email@sharptech.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Microsoft Earnings, Microsoft vs. Meta, The Efficiency Payoff — Stratechery Update
Meta Earnings, Meta’s Timing Problems, The Financial Tail — Stratechery Update
Google Earnings, The Frontier Case, Amazon Earnings — Stratechery Update
Microsoft’s Monopoly Hangover — Stratechery
Citadel Securities Sees Warsh Delivering Surprise Fed Hike — Bloomberg
Citadel Buys Situational Awareness’s Stock Portfolio After Big Losses in AI — Wall Street Journal
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