Monopolies and Missed Innovations

Ben and Andrew discuss a monster earnings report for Meta, the mechanics of how they got there, and the newfound trust the company enjoys from investors. Then: Reactions to GPT-5 and subsequent updates from OpenAI, the strategic logic of the changes, questions about OpenAI leadership, the AGI race, and prompts to engineer the right LLM tone. At the end: A question on bubbles and the implications of our current circumstances, Apple's interests vs. America's interests, Blackberry's thin client comeback, a few fun Bell Labs facts, and Google as slime mold.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Facebook is Dead; Long Live Meta — Stratechery

Meta Myths — Stratechery

Meta and Reasonable Doubt — Stratechery

ChatGPT 5, Product Trade-Offs, Personality and Model Upgrades — Stratechery Update

A leaked Google memo compared it to slime mold — Business Insider

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