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Sharp Tech with Ben Thompson
Teknologi

(Preview) Pichai's Gemini Letter, Nvidia and TSMC and Market Structure, The End of the Apple Car

11 min•29 februari 2024
The letter from Sundar Pichai in the wake of a Gemini’s disastrous week, the relationship between TSMC and Nvidia (and why Intel is part of the conversation), and an emailer asks Ben to compare Apple’s now-abandoned car ambitions with Google’s investment in Waymo. At the end: A Vision Pro question and a new Formula One season.

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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) 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.