Yesterday
(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon
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 ... Show More
23m 37s
Apr 3
(Preview) Five Questions on Apple at 50 Years Old, The Axios Hack and AI Security, Q&A on Starlink, AI IPOs, AirPods
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, ... Show More
21m 3s
Mar 27
(Preview) A Spring Break Mailbag: RIP Sora, Ads and Surplus, F1 Going in Reverse, Elon Inc., Smartphone Parenting, and More
Ben and Andrew interrupt Stratechery’s spring vacation with a mailbag. First, they discuss the end of Sora, the difference between Sora and Instagram, and where the OpenAI/Microsoft parallels break down. Then: A great take on advertising, ChatGPT engagement farming, Formula 1’s n ... Show More
20m 42s
May 2025
Google DeepMind C.E.O. Demis Hassabis on Living in an A.I. Future
<p>This week, we take a field trip to Google and report back about everything the company announced at its biggest show of the year, Google I/O. Then, we sit down with Google DeepMind’s chief executive and co-founder, Demis Hassabis, to discuss what his A.I. lab is building, the ... Show More
1h 13m
Oct 2025
Google Part III: The AI Company
Google faces the greatest innovator's dilemma in history. They invented the Transformer — the breakthrough technology powering every modern AI system from ChatGPT to Claude (and, of course, Gemini). They employed nearly all the top AI talent: Ilya Sutskever, Geoff Hinton, Demis H ... Show More
4h 4m
Jul 2025
Amazon, Google and Vibe Coding with Steve Yegge
Supported by Our Partners• WorkOS — The modern identity platform for B2B SaaS.• Statsig — The unified platform for flags, analytics, experiments, and more.• Sonar — Code quality and code security for ALL code.—Steve Yegge is known for his writing and “rants”, including th ... Show More
1h 33m
Jul 2025
He saved OpenAI, invented the “Like” button, and built Google Maps: Bret Taylor on the future of careers, coding, agents, and more
Bret Taylor’s legendary career includes being CTO of Meta, co-CEO of Salesforce, chairman of the board at OpenAI (yes, during that drama), co-creating both Google Maps and the Like button, and founding three companies. Today he’s the founder and CEO of Sierra, an AI agent company ... Show More
1h 28m
Aug 2025
How 80,000 companies build with AI: products as organisms, the death of org charts, and why agents will outnumber employees by 2026 | Asha Sharma (CVP of AI Platform at Microsoft)
Asha Sharma leads AI product strategy at Microsoft, where she works with thousands of companies building AI products and has unique visibility into what’s working (and what’s not) across more than 15,000 startups and enterprises. Before Microsoft, Asha was COO at Instacart, and V ... Show More
57m 11s
Ben and Andrew begin with reactions to Anthropic’s Mythos announcement and Project Glasswing, including thoughts on the security risks, the business benefits of keeping this model private, lessons on the “Boy Who Cried Wolf,” and renewed focus on Anthropic’s relationship with the U.S. government. From there: Anthropic’s new deal with Broadcom and Google, a y ... Show More
