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 company Mount Rushmore. From there: Thoughts on Apple’s AI bet and the downside risk, the signs that Cupertino sees AI as a disruptive technology, and extended thoughts on the Axios hack and why why AI will make security issue worse in the short-term, but may be the solution in the long run. At the end: Delta chooses Amazon Leo over Starlink, two questions on Anthropic and OpenAI IPOs, why headhunters won’t be disrupted by AI, streaming sports abroad, and new fronts emerge in the AirPods battle.
To email the show: email@sharptech.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Will AI Disrupt Apple? — Dithering
An Interview with Asymco’s Horace Dediu About Apple at 50 — Stratechery Interview
Apple’s 50 Years of Integration — Stratechery
Axios Supply Chain Attack, Claude Code Code Leaked, AI and Security — Stratechery Update
Original Apple iPhone 2G Commercials! 2007 Ads That Started It All! — YT: Latest Tech HD
Apple iPhone | Christmas Commercial 2013 — YT: Markedu
Fixed: The Sad iPad Ad — YT: Seth Godin
Apple - Think Different - Full Version — YT: Harry Piotr
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