Mar 2025

14m 47s

(Preview) Should Apple Buy Perplexity?, ...

Ben Thompson

About this episode

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Metallica on Vision Pro, Non-Immersive Immersive Video, Ping and AI — Stratechery Update

Something Is Rotten in the State of Cupertino — Daring Fireball

Apple AI’s Platform Pivot Potential — Stratechery

A Google I/O Idea, The Smartphone AI Value Chain, Apple’s Developer Hang-Ups — Stratechery Update

Why Doesn’t Apple Enable Sustainable Businesses on the App Store? — Stratechery

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.

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(Preview) AI and the Winner’s Curse, Google’s Genie 3 Breakthrough, Questions on Intel, Fertility Rates, and Banning Advertising

Andrew and Ben discuss Ben’s article on Apple and AWS in the AI era, including a call for Apple to make an acquisition, a bit of AWS history, AWS as the new Azure, and the challenge of making changes amidst continued success. Then: Thoughts on Google’s Genie 3 breakthrough and Op ... Show More

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Jul 30

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Intel's future in leading edge manufacturing looks more uncertain, while prospects for the US semiconductor supply chain are beginning to look more promising. Then: Google's earnings inspire a question about Big Tech in AI, who will win the entertainment space in AI, thoughts on ... Show More

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