(Preview) Microsoft’s Plan for Platform Survival, Meta and the Market’s Permission, A Lack of Situational Awareness

On today’s show Ben and Andrew begin with Microsoft, Meta and Google in the wake of their latest earnings reports. First: Microsoft’s push to be the middle layer for enterprise AI, threats to the company’s competitive position in the long run, and the subtext of the open weights open letter frenzy two weeks ago. Then: Parsing Google and Meta strategies as Google hedges its frontier bets, while Meta continues its frontier spending and announces questionable plans for an enterprise business. At the end: The future of the lending environment for Meta and the other hyperscalers, a bubble check-in, a rundown of what happened between Citadel and the Situational Awareness, close encounters with Ben’s vibe coded app, and an emailer offers a compelling theory on the push for Permanent Daylight Savings Time.

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@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Microsoft Earnings, Microsoft vs. Meta, The Efficiency Payoff — Stratechery Update

Meta Earnings, Meta’s Timing Problems, The Financial Tail — Stratechery Update

Google Earnings, The Frontier Case, Amazon Earnings — Stratechery Update

Microsoft’s Monopoly Hangover — Stratechery

Citadel Securities Sees Warsh Delivering Surprise Fed Hike — Bloomberg

Citadel Buys Situational Awareness’s Stock Portfolio After Big Losses in AI — Wall Street Journal

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