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Sharp Tech with Ben Thompson
Teknologi

Google/Facebook/Snap Earnings and Another Dimension of Automation

11 min•27 oktober 2022
Google's core business is sound but YouTube's numbers are murkier, the bull case for Meta as the market runs the other way, and a fair and balanced look at Snap. Then, a few mailbag questions about automation, Netflix abroad, and the psychology of a Red Bull fan.

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(Preview) Five Questions on Apple at 50 Years Old, The Axios Hack and AI Security, Q&A on Starlink, AI IPOs, AirPods
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(Preview) OpenAI’s Enterprise Pivot, The Rise of Agents and Bubble Counterpoints, Nvidia Changes Its Inference Story
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(Preview) Nerding Out with the Neo, Claude and the Integration Question, The End of Coding Language History
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(Preview) The Roots of a Global Memory Shortage, Thick, Thin and Apple, Shopify is Fine, Actually
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(Preview) Spotify Spreads Its Wings, CapEx Explosions and Distinctions, Q&A on Viral AI Tweets, Anthropic, Giannis
•31 min
(Preview) SaaSmageddon and the Future, Microsoft After a Market Correction, Anthropic’s Super Bowl Lies
•28 min
(Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC
•28 min
(Preview) A Call to Action for TSMC’s AI Customers, Wall Street’s Netflix Anxiety, Q&A on Tech’s Cignetti, OpenAI, Starbucks
•35 min

Sharp Tech with Ben Thompson med Andrew Sharp and Ben Thompson finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.