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 divergent approaches to AGI at Anthropic and OpenAI. From there: An extended answer to a question about AI messaging in the face of widespread skepticism, an Einstein AI thought experiment, and extended thoughts on Amazon’s acquisition of Globalstar, Apple’s role, and what Amazon wants from LEO satellites. At the end: Emails on Allbirds and pivots, the ZIRP/NBA cap spike analogy for displaced engineering talent, Evan Spiegel’s advice for Meta, and two notes on the news business.
To email the show: email@sharptech.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win — Stratechery Interview
Mythos, Muse, and the Opportunity Cost of Compute — Stratechery
TSMC Risk — Stratechery
Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle — Stratechery Update
Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.
