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Sharp Tech with Ben Thompson
Teknologi

(Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC

28 min•30 januari 2026
Unpacking the latest round of Meta earnings, including Wall Street’s about-face after last year’s CapEx squeamishness, whether Zuckerberg’s astronomical CapEx plans are more evidence he yearns to be more than an app maker, why Meta owes a thank you to Apple, Apple and Meta in the AI era, and a word about Instagram messages. Then: Are we in an “AI is a Bubble” bubble? Thoughts on mass adoption among software makers, demand that looks insatiable, product managers vs. engineers, and the era of perfect competition among employees. From there: Why hyperscalers should not solve the CapEx problem by co-investing in TSMC, why Ben sympathizes with TSMC, and a note on Samsung. At the end: Andrew shares his experience with Bucks-Lakers in the Vision Pro and reviews Ben’s takes.

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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
•21 min
(Preview) A Spring Break Mailbag: RIP Sora, Ads and Surplus, F1 Going in Reverse, Elon Inc., Smartphone Parenting, and More
•21 min
(Preview) OpenAI’s Enterprise Pivot, The Rise of Agents and Bubble Counterpoints, Nvidia Changes Its Inference Story
•33 min
(Preview) Nerding Out with the Neo, Claude and the Integration Question, The End of Coding Language History
•18 min
(Preview) The Anthropic Mess Continues, Frontier AI and the Uncertain Future of Law, Q&A on Netflix, Dating Apps, F1
•29 min
(Preview) The Roots of a Global Memory Shortage, Thick, Thin and Apple, Shopify is Fine, Actually
•15 min
(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) A Call to Action for TSMC’s AI Customers, Wall Street’s Netflix Anxiety, Q&A on Tech’s Cignetti, OpenAI, Starbucks
•35 min
(Preview) Apple And Its Lack of Vision, The Transformation of United Airlines, Q&A on Grok, Meta, and Streaming Economics
•22 min

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