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Jun 2024
1h 10m

Generative AI and Hardware Upgrades, Goo...

Ben Thompson
About this episode
A question about generative AI and the hardware powering voice assistants, projecting the GPU future with the dot com bubble as context, and thoughts on Amazon’s capital expenditures and the state of AWS and Amazon Supply Chain. At the end: An Elon hater reviews the Cybertruck. 
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Today
(Preview) Apple And Its Lack of Vision, The Transformation of United Airlines, Q&A on Grok, Meta, and Streaming Economics
A call for Apple to finally be confident in its Vision Pro hardware, a brief history of broadcasting sports on TV, and yet another reminder that immersive live experiences should be the killer use case that brings users to the Vision Pro platform. Then: Q&A on the AVP, a question ... Show More
22m 15s
Jan 9
(Preview) The Economy in the 22nd Century, Amoral Tech and Silicon Valley Micro-Culture, What Nvidia Is Getting From Groq
Andrew and Ben return from the holidays to discuss Ben’s Article AI and the Human Condition, and various responses to the preponderance of pessimistic forecasts for what AI will mean for the future, including thoughts on employment, sex, and the problem with trying to regulate hu ... Show More
21m 9s
Dec 19
(Preview) An OpenAI Reminder, Netflix’s Expanding Appetite, Q&A on Remote Work, Taco Bell, and Data Centers in Space
Andrew and Ben begin with reactions to ChatGPT’s new image capabilities, a reminder of OpenAI’s strategic advantages vs. Google, Disney’s deal with Sora, and Gemini 3 Flash. From there: Netflix and its competition for attention, Netflix continues its foray into podcasting, and a ... Show More
28m 42s
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