Podcasts about stratechery

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Best podcasts about stratechery

Latest podcast episodes about stratechery

Upgrade
624: The Memory Guys

Upgrade

Play Episode Listen Later Jun 22, 2026 115:13


Mon, 22 Jun 2026 21:00:00 GMT http://relay.fm/upgrade/624 http://relay.fm/upgrade/624 The Memory Guys 624 Jason Snell and Myke Hurley In the spirit of the Summer of Fun (and Apple history Kickstarters), John Siracusa joins us to discuss when Apple was forced to replace the Classic Mac OS. Also, John Ternus gives some love to Apple's designers and Tim Cook says prices are going up! In the spirit of the Summer of Fun (and Apple history Kickstarters), John Siracusa joins us to discuss when Apple was forced to replace the Classic Mac OS. Also, John Ternus gives some love to Apple's designers and Tim Cook says prices are going up! clean 6913 Subtitle: John Is Going to Talk NowIn the spirit of the Summer of Fun (and Apple history Kickstarters), John Siracusa joins us to discuss when Apple was forced to replace the Classic Mac OS. Also, John Ternus gives some love to Apple's designers and Tim Cook says prices are going up! This episode of Upgrade is sponsored by: Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership. Mercury Weather: Forecasts, beautifully done. Download now for free. Squarespace: Save 10% off your first purchase of a website or domain using code UPGRADE. Designed in California on Kickstarter: If you enjoyed this episode, please consider supporting us! Guest Starring: John Siracusa Links and Show Notes: Get Upgrade+. More content, no ads. Check out Upgrade merch! Submit Feedback Apple Announces Major App Store Changes on iOS in Brazil - MacRumors Apple Plans Camera AirPods, iPhone Foldable 2, 20th Anniversary iPhone in 2027 - Bloomberg Apple Plans Second-Generation iPhone Air Launch for Spring 2027 - Bloomberg Apple's New CEO Ternus Needs to Shake Up Design; Apple's 2027 iPhone Road Map - Bloomberg Exclusive | Apple Price Increases ‘Unavoidable,' Tim Cook Says in WSJ Exclusive - WSJ Outgoing Apple CEO delivers the bad news: Prices are going up – Six Colors Apple Price Increases, Apple Intelligence and the E.U. – Stratechery by Ben Thompson Intel stock rises after Trump touts U.S.-built chip deal with Apple – CNBC Designed in California – Kickstarter Campaign

Relay FM Master Feed
Upgrade 624: The Memory Guys

Relay FM Master Feed

Play Episode Listen Later Jun 22, 2026 115:13


Mon, 22 Jun 2026 21:00:00 GMT http://relay.fm/upgrade/624 http://relay.fm/upgrade/624 Jason Snell and Myke Hurley In the spirit of the Summer of Fun (and Apple history Kickstarters), John Siracusa joins us to discuss when Apple was forced to replace the Classic Mac OS. Also, John Ternus gives some love to Apple's designers and Tim Cook says prices are going up! In the spirit of the Summer of Fun (and Apple history Kickstarters), John Siracusa joins us to discuss when Apple was forced to replace the Classic Mac OS. Also, John Ternus gives some love to Apple's designers and Tim Cook says prices are going up! clean 6913 Subtitle: John Is Going to Talk NowIn the spirit of the Summer of Fun (and Apple history Kickstarters), John Siracusa joins us to discuss when Apple was forced to replace the Classic Mac OS. Also, John Ternus gives some love to Apple's designers and Tim Cook says prices are going up! This episode of Upgrade is sponsored by: Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership. Mercury Weather: Forecasts, beautifully done. Download now for free. Squarespace: Save 10% off your first purchase of a website or domain using code UPGRADE. Designed in California on Kickstarter: If you enjoyed this episode, please consider supporting us! Guest Starring: John Siracusa Links and Show Notes: Get Upgrade+. More content, no ads. Check out Upgrade merch! Submit Feedback Apple Announces Major App Store Changes on iOS in Brazil - MacRumors Apple Plans Camera AirPods, iPhone Foldable 2, 20th Anniversary iPhone in 2027 - Bloomberg Apple Plans Second-Generation iPhone Air Launch for Spring 2027 - Bloomberg Apple's New CEO Ternus Needs to Shake Up Design; Apple's 2027 iPhone Road Map - Bloomberg Exclusive | Apple Price Increases ‘Unavoidable,' Tim Cook Says in WSJ Exclusive - WSJ Outgoing Apple CEO delivers the bad news: Prices are going up – Six Colors Apple Price Increases, Apple Intelligence and the E.U. – Stratechery by Ben Thompson Intel stock rises after Trump touts U.S.-built chip deal with Apple – CNBC Designed in California – Kickstarter Campaign

The Startup Podcast
Insiders React: Anthropic's Fable, Mythos explained + SpaceX's record-breaking IPO

The Startup Podcast

Play Episode Listen Later Jun 16, 2026 52:15


The Startup Podcast is back for its 300th episode – and it's an absolute doozy. In today's Reacts, hosts Chris Saad and Yaniv Bernstein break down how Anthropic became the new industry leader in AI, and why betting on coding as the 'meta domain' of AI turned out to be one of the most consequential product decisions of the decade.They also dig into Mythos and the newly released Claude Fable: what makes Fable different, whether it has something approaching genuine intelligence, and what the Anthropic 'strategy dividend' (per Ben Thompson of Stratechery) actually means for the industry.Then: SpaceX's record-breaking IPO. With a reported valuation of around $1.88 trillion and a prospectus that talks more about AI than rockets, Chris and Yaniv ask the obvious question: is it worth it?In this episode:How product discipline and a bet on coding put Anthropic in frontStrategy dividends: how Anthropic's genuine commitment to safety became both a real constraint and a powerful marketing asset at the same timeClaude's new models, Fable and Mythos: what's actually changed?Why Chris thinks the SpaceX IPO at ~90x revenue is a roll-up of Elon Musk's 'dead bodies'Liquidity risk: with SpaceX, Google and Anthropic all raising simultaneously, is there enough liquidity in the market?Timestamps00:00 Coming Up...00:39 On Today's Show: Chris returns, Anthropic's Mythos/Fable, SpaceX IPO02:30 Anthropic surges ahead of OpenAI04:16 Why coding is a 'meta-advantage' for AI07:24 OpenAI's product turmoil11:04 Are OpenAI competing with Anthropic, or Google?13:25 Anthropic's enterprise strategy17:06 Mythos: ‘Safety marketing' or ‘safety dividends'?23:24 Are Anthropic the good guys?26:32 Fable: “Mythos with a muzzle”28:29 Does AI only need to beat the average human?31:23 Yaniv's experiences with Fable32:46 Reasoning logs and self-correction34:27 Is SpaceX over-valued? (Yes.)39:32 SpaceX's moats and growth potential43:02 Why ‘second mover advantage' sometimes wins46:05 Will there be a crash? Chris predicts a liquiditycrunch50:31 Closing ThoughtsResources mentioned in this episodeDario Amodei's essay, 'Machines of Loving Grace': https://darioamodei.com/machines-of-loving-graceBen Thompson's Stratechery: https://stratechery.comProject Glasswing (Anthropic's restricted Mythos access program): https://www.anthropic.com/glasswingEric Ries on The Startup Podcast: https://youtu.be/HQ7cP1lGyiMThe PactHonor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSecure your official TSP merchandise at https://shop.tsp.show/Follow us on YouTube for full video episodes: https://www.youtube.com/@startup-podcastGive us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksThis episode of the Startup Podcast is sponsored by .tech domains. Forget weird prefixes and creative misspellings; the availability for .tech domains is simply way better than .com. For a clean name that highlights your tech credentials, get a .tech domain at your favorite registrar.This episode of the Startup Podcast is sponsored by Vanta. Vanta helps businesses get and stay compliant by automating up to 90% of the work for the most in demand compliance frameworks. With over 200 integrations, you can easily monitor and secure the tools your business relies on. For a limited time offer of US$1,000 off, go to ⁠⁠⁠⁠https://⁠www.vanta.com/tsp⁠⁠⁠⁠⁠ The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 1:1 with Chris: http://chrissaad.com/advisory/Follow Chris on Linkedin: https://www.linkedin.com/in/chrissaad/Follow Yaniv on Linkedin: https://www.linkedin.com/in/ybernstein/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurAssistant Producer: Steph Hefferan https://www.linkedin.com/in/steph-heff/Intro Voice: Jeremiah Owyang https://web-strategist.com/

Saxo Market Call
The either-or moment for US stocks and gold

Saxo Market Call

Play Episode Listen Later Jun 11, 2026 22:48


Today, a look at markets testing the lows again yesterday, but trying to put in a rally ahead of a huge market event tomorrow that could define where this market heads next in what could prove an either-or moment. Elsewhere, interesting market reaction to Oracle's earnings report after the close, and super-critical support levels have come into play for the gold price, which faces its own either-or moment technically and thematically as the USD remains strong. Lots more on macro and FX and more in today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links In "The abundance illusion" noted oil industry analyst Jeff Currie notes the risks the oil market (and the wider global economy) faces this summer as seasonal demand rises inexorably while oil has yet to begin meaningfully flowing through the strait of Hormuz again. Also, he notes China's "New Joule Order" which has its own tremendous implications as the country puts its energy system resilience on display. HT to FTAlphaville for another great link today, this one to a Kardamow substack article that discusses the same concerns Currie discusses in the above link, with some more data specifics. An FT Article looks at US attempts to piece together a "dark transit" system for oil tankers to transit the Hormuz Strait via a narrow and risk shipping lane that hugs the Omani coast. Stratechery.com has a much more positive take on Apple's AI strategy with Siri than the market's very negative assessment in recent days, in a piece it calls The iPhone's Last Stand. This year's Microsoft Build conference is seeing the company's Project Solara announcement, the company's attempt to envision a new operating system and network of new devices, among other things, aimed at addressing the transition to the agentic AI era. The Verge discusses this as well as Microsoft's broader AI strategy. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Saxo Market Call
Snowflake rips, Gold at critical levels.

Saxo Market Call

Play Episode Listen Later May 28, 2026 23:17


Today, we note the very different outcomes for the two admittedly very different software names Salesforce and Snowflake as both reported earnings after the close yesterday. Elsewhere, insane volatility for Marvell in yesterday's session ahead of its own earnings report after the close - are the wheels coming off a bit here for chip names.  Also, Gold needs to take a stand here or else, plenty on macro and FX and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Michael Burry points out that VC has gone whole hog in AI, similar to the situation in 2000 with TMT bubble. Acquired put out a four-hour episode on the fascinating history and phenomenon that is Ferrari - these guys are great.  FT with an exclusive on Ukraine turning the tables in its war with Russia - amazing innovation and rates of production for their at least partially homegrown tech. Stratechery with a brief discussion (paywall) of the SpaceX IPO, both quite dismissive in some ways, but also surprisingly supportive of the idea that space-based data centres could be a thing. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.  

Creative Coffee
Do authors still need gatekeepers?

Creative Coffee

Play Episode Listen Later May 9, 2026 62:13


Amy Suto's book Write for Money and Power has an arresting cover. It's bold. It's not messing around. It asks: can you be an artist — and want money and power? Inside a system that doesn't often grant artists much power? How many of us have been sold the starving artist myth? That to be an artist, you should be living off nothing, and never ever “sell out”?I met Amy last year at a writing retreat I was leading in Tuscany, and she mentions it in the book. It was such a lovely surprise to come across some of the reflections and takeaways from the week we spent together.I enjoy watching Amy deliver her work with confidence and generosity. The book is well laid out. The main headline of the book: “This is the golden age of writers who know how to sell their work without apology.” I underlined so many things with my yellow highlighter. It is structured in a kind of addictive way—each section gives you resourceful tips and advice, there is no fluff. Amy introduces the book explaining where she came from: Hollywood writer's rooms. The Hollywood writer strikes happened. Work dried up. Contracts ended. Then, she gets diagnosed with Rheumatoid arthritis and needs to figure out a way to manage her symptoms and, hopefully, heal.Amy's career pivot and health problems led her towards the world of freelancing, ghost-writing and self-publishing. She's leaves the Hollywood system behind her. Why write for the gatekeepers, when you could write for potential readers instead? She says:“A self-published book gives you something to sell. It's your intellectual property. It earns while you sleep. It helps your newsletter audience go deeper and gives you a chance to build long-term assets instead of waiting on publishers or agents.”Amy delivers some great phrases in the book. She says she noticed “the fear underneath the champagne toasts” at industry parties. She believes “the dream isn't real if you can't own it”. She describes traditional book contracts or a staff writer job on a TV show as “a very fancy cage.” It's not a business model that suits the writer. She isn't afraid to critique The System in this book. The same system that floats corporate publishing or Hollywood:“The system itself is not designed to make you rich, powerful or free. It's meant to benefit the people at the top. It's designed to keep you grateful. It's designed to keep you waiting.”How long have you been WAITING to receive a reply about something? It's common in big industries. It's slow, slow slow. She asks the reader practical questions. Say your industry dries up tomorrow. What are you left with? “No email list. No reader connection. No platform you control.” It is a call to arms to writers: Own Your Stuff.Her message is clear: we believe in the ‘starving artist myth' because it benefits all the middlemen. The book reads as a huge permission slip to writers who want to try out making things on their own terms. She says we used to need validation, “now we need a laptop and the guts to hit ‘publish'.” Another myth explored in the book is the idea that the cream rises to the top. She believes we're sold this story that the good stuff will just magically get discovered. This myth of ‘getting discovered' stops writers and creatives from making their stuff. They sit around waiting, instead of putting things out there to be discovered by readers, or the Internet, instead. She says “the creator economy doesn't reward polish, it rewards participation.” I love how she says to the writers brave enough to hit publish: “Welcome to the arena.”Amy shares success stories which read as very inspirational. She makes a lot of money herself. Not everyone is going to have this worldwide success, but isn't it fun to think “ooooh what if?” in a self-publishing world of no limitations? She writes about Andy Weir, who had self-published The Martian on Amazon for 99p before it went mad with readers. She tells stories of the newsletter Stratechery which apparently makes $3.2 million a year. People like Heather Cox Richardson on Substack who apparently also makes seven figures. In our conversation, we talk about money. Amy talks about how ‘not all dollars are the same'. There is an energy flow, a feeling, an exchange. For example, I hardly make money from podcast advertising nowadays, because the relentlessness came at a cost to my authenticity and wellbeing. I wanted to earn money through my writing and connection and flow, which is why Substack felt right for me. We talk a bit about AI in this conversation. Near the end of the book, Amy says she uses AI to help when making creative projects. Not for the writing itself; but for the admin, the grunt work. Why would you go through hundreds of pages manually, when you could use an AI to organise transcriptions? I personally don't want AI anywhere near my creative work, I don't want to collaborate with robots on ideas. But, I'd be open to AI assisting with intern-level admin work. She says: “I don't see AI as a replacement for human creativity and thoughtfulness. I see it as hiring the world's cheapest, fastest, always-available intern.”Would love to hear your thoughts in the comments. I hope you enjoy this conversation. Amy is more embedded in the self-publishing world and her lens on tech from living in San Francisco. I got a lot from the conversation and the book—and I enjoy the idea of self-publishing no longer being a dirty word.Resources mentioned:— Write for Money and Power: The Anti-Starving Artist's Guide— The rise of the Substack book by Alys Key — Kevin Kelly's 1,000 True Fans— A Year of Nothing— The Success Myth: Letting go of having it all — Make Writing Your Job This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit thehyphen.substack.com/subscribe

Buongiorno da Edo
Claude Mythos è troppo pericoloso per te - Buongiorno 323

Buongiorno da Edo

Play Episode Listen Later Apr 13, 2026 15:56


Anthropic ha creato Claude Mythos, un modello AI che trova migliaia di vulnerabilità zero-day in ogni sistema operativo e browser. Durante i test è scappato dalla sandbox e ha mandato un'email al ricercatore. Invece di rilasciarlo, l'ha dato a un club di 12 Big Tech con $100 milioni. La stessa narrazione del "troppo pericoloso per essere rilasciato" di GPT-2, sette anni dopo, dalla stessa persona. Il quinto episodio sull'arco Anthropic.Fonti e approfondimenti:- Anthropic (Project Glasswing): https://www.anthropic.com/glasswing- Anthropic Red Team (Mythos Preview): https://red.anthropic.com/2026/mythos-preview/- The Guardian: https://www.theguardian.com/technology/2026/apr/08/anthropic-ai-cybersecurity-software- Ars Technica: https://arstechnica.com/ai/2026/04/anthropic-limits-access-to-mythos-its-new-cybersecurity-ai-model/- The Hacker News: https://thehackernews.com/2026/04/anthropics-claude-mythos-finds.html- The Verge: https://www.theverge.com/ai-artificial-intelligence/908114/anthropic-project-glasswing-cybersecurity- The Register: https://www.theregister.com/2026/04/10/project_glasswing/- Stratechery: https://stratechery.com/2026/myth-and-mythos/- The Decoder (parallelo GPT-2): https://the-decoder.com/from-gpt-2-to-claude-mythos-the-return-of-ai-models-deemed-too-dangerous-to-release/- Apache Foundation: https://news.apache.org/foundation/entry/the-apache-software-foundation-announces-1-5m-donation-from-anthropic- WIRED: https://www.wired.com/story/anthropics-mythos-will-force-a-cybersecurity-reckoning-just-not-the-one-you-think/- Gizmodo (OpenAI Spud): https://gizmodo.com/openai-hey-we-also-have-a-new-tool-that-is-so-scarily-powerful-we-cant-release-it-2000744569- System Card (Anthropic): https://www-cdn.anthropic.com/08ab9158070959f88f296514c21b7facce6f52bc.pdfLa mia app: https://play.google.com/store/apps/details?id=com.edodusi.coderoutine&hl=it-it00:00 Intro01:30 Cos'è Claude Mythos e migliaia di zero-day trovati05:13 Project Glasswing: $100 milioni e un club esclusivo08:57 Da GPT-2 a Mythos: il playbook del "troppo pericoloso"14:23 Outro#anthropic #mythos #cybersecurity #projectglasswing #ai

Saxo Market Call
Anthropic carving a path of devastation while we await outcome of US-Iran talks.

Saxo Market Call

Play Episode Listen Later Apr 10, 2026 26:28


Today, a look at equity markets that remain hopeful as key US-Iran talks kick off today in Islamabad, Pakistan. Even so, some big software names were under fresh heavy pressure as Anthropic's latest model release carves a path of devastation across the software universe. Elsewhere, we continue to highlight the importance of spot versus future prices for oil, check in on the status of the USD and JPY and much more. Today's pod is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Let's hope he is wrong but Brent Johnson is concerned that food prices will see enormous impacts due to the disruptions of fertilizer flows from the Middle East, even if shipments were to resume tomorrow. The first portion of his paid substack is available for free. Stratechery does an excellent job putting Anthropic's latest Mythos release into perspective and has an older piece that it refers back to on "Anthropic and alignment" that discusses what is at stake for any leading edge AI company and its relationship with the sovereign. Finally, you can read the latest grand Craig Tindale thought piece on the geostrategic positioning of the US and why it is doing what it is doing. He penned another piece on his substack that also provides a compelling framework for why the US is behaving as it is, that its position "rhymes" historically with that of Imperial Japan after the US cut off oil and   About twice per week, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Sharp Tech with Ben Thompson
(Preview) A Spring Break Mailbag: RIP Sora, Ads and Surplus, F1 Going in Reverse, Elon Inc., Smartphone Parenting, and More

Sharp Tech with Ben Thompson

Play Episode Listen Later Mar 27, 2026 20:42


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 new era, the NFL's world takeover, and how NBC solved tape delay at the Olympics. At the end: A question about Vision Pro and wives, whether elementary schoolers should have smart phones, Elon's continued adventures with xAI, a Netflix dating show, LLM-aided dogfooding etymology, and Ben's (admittedly boring) Taipei routine.

Keen On Democracy
No AI Good Guys? Andrew & Keith Ask If Altman Amodei, & Hegseth Have All Failed the Leadership Test

Keen On Democracy

Play Episode Listen Later Mar 7, 2026 43:37


“They're both naughty boys in the playground, leveraging the absence of clarity to their own advantage. Neither one of them is an authoritative leader of opinion with the interests of everyone at heart.” — Keith TeareWhat a difference a week makes. Last Saturday, Keith Teare was arguing that Anthropic was wrong to push back against the US government's use of AI in warfare. This week his editorial is entitled “No Good Guys.” He's used AI to put images of Sam Altman, Dario Amodei, and Pete Hegseth around the same table—and found all three guilty of poor leadership. According to Keith, Amodei is “ideologically” (whatever that means) driven. Altman is commercially driven and Hegseth is just following orders. None of them is asking the all-important questions about AI policy. And the man who should be—Trump's AI czar David Sacks—is absent-without-leave. All four should be court martialed.Yes, a lot has happened in seven days. Altman publicly supported Amodei's position on surveillance and autonomous weapons—then pulled a classic Sam u-turn and signed a contract with the Department of War. Amodei's internal memo was leaked to The Information, revealing that he'd interpreted the government's “no unlawful use” language as meaning there is no law. And the US military used Claude in the Iran war anyway. As Keith puts it: they're all naughty boys in the playground, leveraging the gaps to their own self-advantage.The only problem, of course, is that this isn't a playground game. And that these men are all shaping the lives (and deaths) of countless people around the world.Meanwhile, Om Malik's “Post of the Week” offers a devastating contrast between Xi's China and Trump's America. China, Om argues, has published a five-year AI plan built on open-source software and bottom-up adoption. America, in contrast, has AI theater. No strategy, no policy, no leadership—just contracts, leaks, and perpetual spin. Then there's the Startup of the Week, Jobright, which hit $5 million in annual revenue with nine people, suggesting that the companies of the future may not need humans at all. Keith's own SignalRank has four people and claims to be going public. We seem to be heading for post-human companies before we've figured out who's managing the humans.Maybe we should court martial everyone. What a difference a week makes. Five Takeaways•       No Good Guys: Keith Teare's editorial puts Sam Altman, Dario Amodei, and Pete Hegseth in the same room—and finds all three guilty of bad leadership. Amodei is ideologically driven, Altman is commercially driven, and Hegseth is just doing his job. None of them is asking the big questions about AI policy. The real culprit may be the invisible AI czar, David Sacks.•       Altman Said One Thing, Then Did Another: Last week Altman publicly supported Amodei's position on surveillance and autonomous weapons. This week he signed a contract with the Department of War. The contract uses “no unlawful use” language—which, as Amodei's leaked memo points out, effectively means there is no law.•       The US Used Claude in Iran Anyway: Despite the very public dispute between Anthropic and the government, the US military used Claude in the Iran operation. The government doesn't need your permission to use your product. It just needs an API key and a credit card.•       China Has a Plan. America Has Theater: Om Malik's “Post of the Week” contrasts China's published five-year AI strategy—built on open-source software and bottom-up adoption—with America's complete absence of AI policy. The Chinese approach is more inclusive and practical than anything coming out of Washington or Silicon Valley.•       The Future Company Has Nine Employees: Startup of the week Jobright hit $5 million in annual recurring revenue with just nine people. Keith's own company, SignalRank, has four people and is going public. The implication: the companies of the future will be run mostly by software agents, not humans. We're heading for post-human companies. About the GuestKeith Teare is the publisher of That Was The Week, founder and CEO of SignalRank, and a recurring sparring partner on Keen On America. A serial entrepreneur and investor, he is the co-founder of TechCrunch and RealNames. He joins the show every Saturday for the weekly tech roundup.ReferencesEssays, posts, and interviews referenced:•       Keith Teare, “No Good Guys” — That Was The Week editorial•       Om Malik, “The Great AI Game versus AI Theater” — Post of the Week•       Ross Douthat, “If AI Is a Weapon, Who Should Control It?” — New York Times•       Ben Thompson, Stratechery — on “no unlawful use” and the absence of international law•       Paul Krugman on the economics of technological change — technology, jobs, wages, and monopolies•       Tim O'Reilly, “How We Bet Against the Bitter Lesson” — skills and the future knowledge economy•       Yascha Mounk and Danielle Allen on participatory democracy and AI governance•       Previous Keen On episodes: Tom Wells on the Kissinger tapes; Michael Ellsberg on Daniel Ellsberg and the Pentagon Papers•       Startup of the Week: Jobright — $5M ARR with nine employeesAbout Keen On AmericaNobody asks more awkward questions than the Anglo-American writer and filmmaker Andrew Keen. In Keen On America, Andrew brings his pointed Transatlantic wit to making sense of the United States—hosting daily interviews about the history and future of this now venerable Republic. With nearly 2,800 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting.WebsiteSubstackYouTubeApple PodcastsSpotify Chapters:(00:00) - Introduction: What a difference a week makes (01:14) - “No Good Guys”: Keith's editorial and Om Malik's wake-up call (02:30) - Amodei, Altman, Hegseth: three self-interested players (04:02) - How the Iran invasion changed the AI debate (05:28) - “No unlawful use”: a meaningless phrase in a lawless context (06:50) - The US used Claude in Iran despite the Anthropic dispute (08:15) - Naughty boys in the playground: spinning vs. leadership (09:31) - Bobby Kenn...

a16z
Ben Thompson: Anthropic, the Pentagon, and the Limits of Private Power

a16z

Play Episode Listen Later Mar 5, 2026 36:42


In this conversation, previously aired on TBPN, John Coogan and Jordi Hays speak with Ben Thompson, founder of Stratechery, about his essay "Anthropic and Alignment" and the broader collision between AI power and state power that the Anthropic–Department of War standoff revealed.   Resources: Follow Ben Thompson on X: https://twitter.com/benthompson Follow John Coogan on X: https://twitter.com/johncoogan Follow Jordi Hays on X: https://twitter.com/jordihays Follow TBPN on X: https://twitter.com/tbpn Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

House of Strauss
Andrew Sharp on Anthropic, America, NBA

House of Strauss

Play Episode Listen Later Mar 4, 2026 19:53


This is a free preview of a paid episode. To hear more, visit www.houseofstrauss.comIt's a convoluted world out there and I trust Stratechery's Andrew Sharp to help us navigate it. In this podcast we humble former NBA media types dared entered the fraught topics of Anthropic vs. Trump, world affairs, reason for America's Israel alliance, the Iran war, and always, fixing the NBA. Enjoy!

The Startup Podcast
How founders can survive 2026 w/ Jess Mah

The Startup Podcast

Play Episode Listen Later Feb 16, 2026 55:56


Is AI making founders more anxious than ever, even in the heart of Silicon Valley? Behind the optimistic LinkedIn posts and fundraising announcements, some of the most successful people in tech are struggling with burnout and an overwhelming pace of change. So what does it actually take to build a resilient, successful startup in 2026?In this episode, Yaniv is joined by Jess Mah, serial founder, Y Combinator alum, and venture creation powerhouse behind Mahway. Jess has founded more than 10 companies — collectively valued at over $1 billion — and was the youngest woman ever accepted into Y Combinator. Fresh from dinners with Fortune 500 CEOs and unicorn founders in San Francisco, she shares what's really happening behind closed doors in the startup world, and why the founders who refuse to get hands-on with AI tools are now at a serious disadvantage.In this episode, you will: Discover why experienced, repeat founders are at the highest risk of falling behind in the AI eraLearn Jess's go-to interview question that instantly reveals whether a hire will stay relevantUnderstand "role collapse", and what should replace traditional siloed positions when the boundaries between product managers, designers, and engineers break downHear why the best founders in 2026 are building clickable prototypes themselves instead of delegating to product teamsFind out why AI has made distribution and competitive moats harder, not easier, and what to do about itExplore why domain expertise has become the most valuable startup superpower when building is cheapGet an honest look at the anxiety, burnout, and 996 culture affecting even the top AI founders in the Bay AreaLearn the AI educators and resources Jess and Yaniv personally rely on to stay aheadConnect with Jess: https://www.linkedin.com/in/jessmah/Resources mentioned in this episode:Stratechery by Ben Thompson: https://stratechery.com/Matthew Berman (YouTube): https://www.youtube.com/@matthew_bermanHow I AI with Claire Vo: https://www.lennysnewsletter.com/s/how-i-aiSteve Yegge / Gastown: https://www.linkedin.com/in/steveyegge/Maven (cohort-based learning): https://maven.com/Hacker News: https://news.ycombinator.com/The Pact Honor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSubscribe to the TSP Mailing List to gain access to exclusive newsletter-only content and early access to information on upcoming episodes: https://thestartuppodcast.beehiiv.com/subscribe Secure your official TSP merchandise at https://shop.tsp.show/ Follow us here on YouTube for full-video episodes: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGg Give us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksThis episode of the Startup Podcast is sponsored by .tech domains. Forget weird prefixes and creative misspellings; the availability for .tech domains is simply way better than .com.For a clean and memorable name, go to https://⁠get.tech/tspGet your question in for our next Q&A episode: https://forms.gle/NZzgNWVLiFmwvFA2A The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 1:1 with Chris: http://chrissaad.com/advisory/ Follow Chris on Linkedin: https://www.linkedin.com/in/chrissaad/ Follow Yaniv on Linkedin: https://www.linkedin.com/in/ybernstein/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurIntro Voice: Jeremiah Owyang https://web-strategist.com/

The Asianometry Podcast
Silicon Valley Thinks TSMC is Braking the AI Boom

The Asianometry Podcast

Play Episode Listen Later Feb 1, 2026


Stratechery has a recent piece out titled TSMC Risk, in which he calls out TSMC's conservatism as costing the American hyperscalers “hundreds of billions” in revenue. Before we continue, I want to disclose that I work with Ben. The Asianometry newsletter runs on his platform Passport, and I am friendly with him. I am not trying to flame him. But I am hearing many similar views in the Silicon Valley Borg. That TSMC is the “brake” or “limiter” on the AI boom. As if they're the reason why we don't have AGI yet. Because they didn't and still don't BELIEVE. If we can ever say that a company that spent $41 billion of capital expenditure in 2025 with another $53-56 billion in 2026 is sitting on its hands doing nothing. And to be clear, I largely agree with Ben's final message. TSMC having 90% share of the AI chip market looks pretty unhealthy. I was supposed to be working on video about bananas, but I had to do this first. In today's video, a few scattered thoughts on TSMC taking away the AI punch bowl.

The Asianometry Podcast
Silicon Valley Thinks TSMC is Braking the AI Boom

The Asianometry Podcast

Play Episode Listen Later Feb 1, 2026


Stratechery has a recent piece out titled TSMC Risk, in which he calls out TSMC's conservatism as costing the American hyperscalers “hundreds of billions” in revenue. Before we continue, I want to disclose that I work with Ben. The Asianometry newsletter runs on his platform Passport, and I am friendly with him. I am not trying to flame him. But I am hearing many similar views in the Silicon Valley Borg. That TSMC is the “brake” or “limiter” on the AI boom. As if they're the reason why we don't have AGI yet. Because they didn't and still don't BELIEVE. If we can ever say that a company that spent $41 billion of capital expenditure in 2025 with another $53-56 billion in 2026 is sitting on its hands doing nothing. And to be clear, I largely agree with Ben's final message. TSMC having 90% share of the AI chip market looks pretty unhealthy. I was supposed to be working on video about bananas, but I had to do this first. In today's video, a few scattered thoughts on TSMC taking away the AI punch bowl.

En Liten Podd Om It
ELPOIT #556 - Mr X och Mr Y

En Liten Podd Om It

Play Episode Listen Later Jan 29, 2026 72:48


Alla shownotes finns på https://www.enlitenpoddomit.se , skulle det se konstigt ut i din poddspelare så titta gärna där efter alla länkar kring det vi pratar om   Avsnitt 556 spelades in den 27 januari och därför så handlar dagens avsnitt om: INTRO: - Alla har haft en vecka... David har tittat på "Eighties" på SVT, har åkt skidor i Idre, familjen har kommit på hur man kan starta värmen i en polstar2 utan att sitta kvar i bilen, fått en trasig kamera, bytt webb-läsare (Vivaldi), Hittat en telefon. Björn har jobbat, funnits, och fått ett paket (med en skierg från Concept2). Johan har blivit av med alla sina länkar i Obsidian, strulat med en ddockningsstation, bråkat med lite resor, dubbat ett par skor, och handlat en hoddie.  BONUSLÖNK: Rally, 5.56, https://www.youtube.com/watch?v=X9r0uUh-35I  BONUSLÖNK: Eighties på SVTPlay, https://www.svtplay.se/eighties  BOSNULÖNK: Webbläsaren Vivaldi, https://vivaldi.com/download/  BONSULÖNK: Refurbed, https://www.refurbed.se/   FEEDBACK AND BACKLOG: - Vi pratade om att ChatGPT får "health" som val i avsnitt 554. Apple Insiders har en åsikt om denna funktion…   https://appleinsider.com/articles/26/01/27/if-you-give-chatgpt-your-health-data-have-your-doctor-on-speed-dial    - BONUSLÖNK: https://nikkasystems.com/2026/01/16/podd-335-farorna-nar-chatgpt-vill-leka-lakare/  - Epic Games och Google settlement (och då betalar EPIC (!!!??!?!?!) 800 miljoner USD till Google(?!?!?!))   https://appleinsider.com/articles/26/01/23/epic-hypocrisy----google-gets-800-million-in-fortnite-antitrust-settlement  ALLMÄNT NYTT - Anthropic utökar sitt MCP-stöd   https://thenewstack.io/anthropic-extends-mcp-with-an-app-framework/  - ClawdBot är den nya snackisen   https://www.businessinsider.com/clawdbot-ai-mac-mini-2026-1  - Samsung Galaxy Z TRIFOLD!   https://www.thurrott.com/hardware/332096/samsungs-2899-galaxy-z-trifold-launches-in-the-us-on-january-30  - NexPhone verkar cool   https://www.xda-developers.com/windows-phone-back-nexphone/  MICROSOFT - Uppstartsproblem efter uppdatering   https://www.windowslatest.com/2026/01/25/microsoft-suspects-some-pcs-might-not-boot-after-windows-11-january-2026-update-kb5074109/  - November 2023 släpptes Maia 100. Nu kommer Maia 200   https://www.tomshardware.com/pc-components/cpus/microsoft-introduces-newest-in-house-ai-chip-maia-200-is-faster-than-other-bespoke-nvidia-competitors-built-on-tsmc-3nm-with-216gb-of-hbm3e    https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/  - MS delar ut krypteringsnycklar   https://techcrunch.com/2026/01/23/microsoft-gave-fbi-a-set-of-bitlocker-encryption-keys-to-unlock-suspects-laptops-reports/  APPLE - Apple uppdaterar iOS 12   https://9to5mac.com/2026/01/26/apple-updates-ios-12-to-extend-imessage-and-facetime-support-on-older-devices/  - Ny AirTag med längre räckvidd   https://www.apple.com/newsroom/2026/01/apple-introduces-new-airtag-with-expanded-range-and-improved-findability/  - Ny, tunnare Face ID-kamera i iPhone Air 2   https://www.macrumors.com/2026/01/26/apple-developing-thinner-face-id-iphone-air-2/  - Inte en nyhet, men: Ben Thompson (Mannen bakom "Stratechery") har offrat ett veckobrev för att berätta för Apple att de inte förstår vad Vision Pro är för nått.    https://stratechery.com/2026/apple-you-still-dont-understand-the-vision-pro/  - Apple hamnar I domstol igen   https://appleinsider.com/articles/26/01/27/continuity-camera-lands-apple-in-legal-trouble-for-sherlocking-camo  GOOGLE: - Google suddar till Android 17   https://9to5google.com/2026/01/25/android-17-blur/  - Samsung är så vass att kläder går sönder   https://www.sammobile.com/news/galaxy-s24-ultra-so-sharp-tearing-through-peoples-pants/  - Android får bättre stöldskydd   https://swedroid.se/android-far-ett-forbattrat-stoldskydd/  PRYLLISTA - David: Paperlike, https://paperlike.com/  - Björn: JAG KAN BLI DOOM SLAYER!!!!!! https://www.etsy.com/listing/4409708736/doom-slayer-cosplay-doom-dark-ages?show_sold_out_detail=1  - Johan: Dockningsstation, https://www.dustin.se/product/5020033974/workplace-metal-dockingstation-usb-c-5k-dual-100w-pd  EGNA LÄNKAR - En Liten Podd Om IT på webben,      http://enlitenpoddomit.se/  - En Liten Podd Om IT på Facebook,      https://www.facebook.com/EnLitenPoddOmIt/  - En Liten Podd Om IT på Youtube,      https://www.youtube.com/enlitenpoddomit  - Ge oss gärna en recension    - https://podcasts.apple.com/se/podcast/en-liten-podd-om-it/id946204577?mt=2#see-all/reviews      - https://www.podchaser.com/podcasts/en-liten-podd-om-it-158069  LÄNKAR TILL VART MAN HITTAR PODDEN FÖR ATT LYSSNA: - Apple Podcaster (iTunes), https://itunes.apple.com/se/podcast/en-liten-podd-om-it/id946204577  - Overcast, https://overcast.fm/itunes946204577/en-liten-podd-om-it  - Acast, https://www.acast.com/enlitenpoddomit  - Spotify, https://open.spotify.com/show/2e8wX1O4FbD6M2ocJdXBW7?si=HFFErR8YRlKrELsUD--Ujg%20  - Stitcher, https://www.stitcher.com/podcast/the-nerd-herd/en-liten-podd-om-it  - YouTube, https://www.youtube.com/enlitenpoddomit  LÄNK TILL DISCORD DÄR MAN HITTAR LIVE STREAM + CHATT - http://discord.enlitenpoddomit.se  (Och glöm inte att maila bjorn@enlitenpoddomit.se  om du vill ha klistermärken, skicka med en postadress bara. :) 

Sharp Tech with Ben Thompson
(Preview) Meta Doubles Down on Smart Glasses, Nvidia Partners with Intel, Notes on the Hidden YouTube Colossus

Sharp Tech with Ben Thompson

Play Episode Listen Later Sep 19, 2025 38:46


Andrew and Ben react to the Meta Ray-Ban Display and the progress of the Meta Neural Band, including keynote FOMO, debating the value of handwriting words in the air, the strategic logic of shipping these products now, an incredible price point, and lots more. From there: A look at the Intel-Nvidia partnership that was announced Thursday morning, and Ben's thoughts on YouTube after a visit to New York City for an afternoon with creators and YouTube CEO Neal Mohan. At the end: Positive buzz on liquid glass, the dangers of CFOs as CEOs, innovations from incumbent companies, Ben's repatriation takeaways, life advice for moving, and the five CEOs who have contributed most to the Stratechery bundle.

MacVoices Video
MacVoices #25230: Live! - Intel Investment Debate and Bluesky's Mississippi Exit

MacVoices Video

Play Episode Listen Later Sep 4, 2025 27:01


The panel examines the U.S. government's $8.9 billion investment in Intel, debating whether it strengthens national security or sets a risky precedent for government ownership in private companies. Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Ben Roethig, Jeff Gamet, Eric Bolden, Web Bixby, and Jim Rea discuss Intel's challenges, the role of the CHIPS Act, and political optics. The session also examined Bluesky's withdrawal from Mississippi over strict age-verification laws, and the implications for other states and services. Today's MacVoices is supported by Insta360 and their new GO Ultra, the tiny 4K camera that goes everywhere with you. Visit store.Insta360.com and use the code  “MacVoices” for a free set of Sticky Tabs. Show Notes: Chapters: [0:10] Government investment in Intel [1:30] Concerns about state-owned enterprise [3:49] Intel's struggles and future outlook [5:43] Comparing Intel to past bailouts [7:19] Differences between subsidies and bailouts [7:57] Perspectives on government involvement [9:16] International vs U.S. approaches [11:29] Stratechery analysis on Intel [11:59] CHIPS Act and Intel's funding shift [15:17] Breakdown of grants and obligations [16:40] Political optics of Intel investment [20:30] Bluesky exits Mississippi [21:28] Age-verification law challenges [23:58] Privacy, Facebook, and data security [24:58] Broader implications of restrictive laws Links: Trump confirms US government's 10% stake in Intel, stock climbs https://9to5mac.com/2025/08/22/trump-confirms-us-governments-10-stake-in-intel-stock-climbs/ U.S. Intel https://stratechery.com/2025/u-s-intel/ Bluesky blocks service in Mississippi over age assurance law https://techcrunch.com/2025/08/24/bluesky-blocks-service-in-mississippi-over-age-assurance-law/ Guests: Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Ben Roethig has been in the Apple Ecosystem since the System 7 Days. He is the a former Associate Editor with Geek Beat, Co-Founder of The Tech Hangout and Deconstruct and currently shares his thoughts on RoethigTech. Contact him on  Twitter and Mastodon. Support: Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect: Web:      http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices Mastodon:      https://mastodon.cloud/@chuckjoiner Facebook:      http://www.facebook.com/chuck.joiner MacVoices Page on Facebook:      http://www.facebook.com/macvoices/ MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice LinkedIn:      https://www.linkedin.com/in/chuckjoiner/ Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

MacVoices Audio
MacVoices #25230: Live! - Intel Investment Debate and Bluesky's Mississippi Exit

MacVoices Audio

Play Episode Listen Later Sep 4, 2025 27:02


The panel examines the U.S. government's $8.9 billion investment in Intel, debating whether it strengthens national security or sets a risky precedent for government ownership in private companies. Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Ben Roethig, Jeff Gamet, Eric Bolden, Web Bixby, and Jim Rea discuss Intel's challenges, the role of the CHIPS Act, and political optics. The session also examined Bluesky's withdrawal from Mississippi over strict age-verification laws, and the implications for other states and services. Today's MacVoices is supported by Insta360 and their new GO Ultra, the tiny 4K camera that goes everywhere with you. Visit store.Insta360.com and use the code  “MacVoices” for a free set of Sticky Tabs. Show Notes: Chapters: [0:10] Government investment in Intel [1:30] Concerns about state-owned enterprise [3:49] Intel's struggles and future outlook [5:43] Comparing Intel to past bailouts [7:19] Differences between subsidies and bailouts [7:57] Perspectives on government involvement [9:16] International vs U.S. approaches [11:29] Stratechery analysis on Intel [11:59] CHIPS Act and Intel's funding shift [15:17] Breakdown of grants and obligations [16:40] Political optics of Intel investment [20:30] Bluesky exits Mississippi [21:28] Age-verification law challenges [23:58] Privacy, Facebook, and data security [24:58] Broader implications of restrictive laws Links: Trump confirms US government's 10% stake in Intel, stock climbs https://9to5mac.com/2025/08/22/trump-confirms-us-governments-10-stake-in-intel-stock-climbs/ U.S. Intel https://stratechery.com/2025/u-s-intel/ Bluesky blocks service in Mississippi over age assurance law https://techcrunch.com/2025/08/24/bluesky-blocks-service-in-mississippi-over-age-assurance-law/ Guests: Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Ben Roethig has been in the Apple Ecosystem since the System 7 Days. He is the a former Associate Editor with Geek Beat, Co-Founder of The Tech Hangout and Deconstruct and currently shares his thoughts on RoethigTech. Contact him on  Twitter and Mastodon. Support:      Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:      http://macvoices.com      Twitter:      http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices      Mastodon:      https://mastodon.cloud/@chuckjoiner      Facebook:      http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:      http://www.facebook.com/macvoices/      MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice      LinkedIn:      https://www.linkedin.com/in/chuckjoiner/      Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

Scaling DevTools
Rita Kozlov from Cloudflare: competing with the hyperscalers

Scaling DevTools

Play Episode Listen Later Aug 21, 2025 42:15 Transcription Available


Rita Kozlov is the VP of Developers and AI at Cloudflare. We talk about how Cloudflare focuses on building disruptive, efficient technologies like their Workers platform to gain long-term competitive advantages. They use their own developer platform to ship fast, and hire people who deeply care, with a culture of curiosity and transparency that drives continuous innovation.This episode is brought to you by WorkOS. If you're thinking about selling to enterprise customers, WorkOS can help you add enterprise features like Single Sign On and audit logs. Links:Rita's X Rita's LinkedInCloudflareswyx article on cloudflare Stratechery article on Cloudflare's disruption 

Posted Up with Chris Haynes
Cooper Flagg vs. Bronny and more Summer League takeaways + State of basketball in LA | Kevin O'Connor Show

Posted Up with Chris Haynes

Play Episode Listen Later Jul 11, 2025 42:44


How did Cooper Flagg fare in his NBA Summer League debut? KOC breaks down the Mavericks' matchup against the Lakers, with Dallas edging out Los Angeles 87-85. He shares more of his observations from around the league, including Herb Jones' contract extension with the New Orleans Pelicans. Then, KOC is joined by Jason Timpf from Hoops Tonight and Daman Rangoola from Stratechery to discuss the state of basketball in Los Angeles. Is LeBron James' silence towards Deandre Ayton a sign he wants out of LA? And which Western Conference team is most likely to take out the OKC Thunder in next year's playoffs?(0:26) - Biggest takeaways from day 1 of NBA Summer League(5:30) - What's going on with Lebron and the Lakers?(23:43) - Are the Clippers or Lakers in a better position to win this season?(32:58) - Which team is best poised to come out of the West next season?

House of Strauss
HoS: Daman Rangoola on Lakers Sale SHOCKER

House of Strauss

Play Episode Listen Later Jun 19, 2025 30:00


This is a free preview of a paid episode. To hear more, visit www.houseofstrauss.comAfter angering Stratechery's Daman Rangoola in private about his JOY over Wednesday's Lakers team sale, I decided to allow his grievances to be aired in public. Or at least behind this paywall. Beyond being highly informed about the tech world, Daman is a Laker obsessive, with ties to people in the know. And so we discussed topics including but not limited to…* Was I improperly throwing cold water on Laker fan excitement? * What's up with the trend of hyped ownership changes going poorly?* Did Mark Cuban negotiate a bad team sale price? * How can Daman compliment Jeanie and be so damned thrilled? * Is Luka Doncic an OWNER KILLER???* End of NBA mom and pop shops* What should even get improved by the new Lakers?* Is Rob Pelinka guaranteed to be fired?* Why does the NBA allow the interruption of its Finals with this stuff?* Should the NBA overtly take over the WNBA?

Sharp Tech with Ben Thompson
(Preview) Meta Continues Its AI Spending Spree, More Fun with OpenAI and Microsoft, ‘Apple in China' and Related Matters

Sharp Tech with Ben Thompson

Play Episode Listen Later Jun 19, 2025 14:22


Ben and Andrew react to reports that in addition to adding Scale AI CEO Alexandr Wang, Meta's now in advanced talks to hire prominent AI investors and frequent Stratechery guests, Nat Friedman and Daniel Gross, for an offer that could exceed $1 billion. Then: Follow-ups on Perplexity and Apple, the calculus for both sides amid reports of between OpenAI and Microsoft, a question about ‘Apple in China' and culpability for the last 20 years of decision-making, and thoughts on the competition between the US and China, in general.

ManifoldOne
Patrick McGee: Apple In China — #88

ManifoldOne

Play Episode Listen Later Jun 19, 2025 59:33


Patrick McGee is a longtime FT business reporter with extensive experience reporting on China. He is the author of the highly acclaimed Apple in China: the capture of the world's greatest company. Steve and Patrick discuss the history of Apple and its impact on technology development in China. “The best book about Apple ever written, one of the best books about China ever written, and one of the best books about tech, period.” —Ben Thompson, Stratechery. Apple in China on Amazon: https://www.amazon.com/Apple-China-Capture-Greatest-Company/dp/1668053373(00:00) - Introduction to Patrick McGee and his Book (03:05) - The Apple-Foxconn Partnership (07:07) - China's Industrial Transformation and Apple's Role (32:48) - Automation Challenges in Apple's Production (34:50) - Chinese Innovation and Huawei's Rise (36:15) - The Impact of US-China Trade Tensions (38:08) - Apple's Internal Struggles and Future Outlook (48:56) - Hidden gems in the book Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.–Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.

Posted Up with Chris Haynes
Did the Warriors Blow It? Full NBA Playoff Preview, Flagg's Ideal Teams, Suns Fire Bud & Andrew Sharp joins | The Kevin O'Connor Show

Posted Up with Chris Haynes

Play Episode Listen Later Apr 14, 2025 69:27


Kevin O'Connor is joined by fellow NBA podcaster Andrew Sharp, host of "The Greatest of All Talk"and "Sharp Tech with Stratechery” to preview the Play-In Tournament, as well as the NBA Playoffs. Are the Golden State Warriors too fatigued to make it out of the Play-In, and what version of Jimmy Butler can Steph Curry expect?Why is Andrew picking Anthony Edwards and the Minnesota Timberwolves to knock out Luka Doncic and the Los Angeles Lakers. Plus, the biggest question when it comes to each of the contender's chances just before the postseason begins.And don't miss KOC and Sharp reacting to the breaking news that the Phoenix Suns were firing Mike Budenholzer — what could that mean for the future of Devin Booker and Kevin Durant?(0:30) Andrew Sharp joins(1:02) Clippers beat Warriors in OT(14:22) Is this the best Kawhi-Clippers team?(19:07) Can the Denver/Clippers winner beat OKC?(24:46) Lakers vs. Timberwolves preview(31:54) Eastern Conference Playoffs questions & answers(31:56) Which play-in team is most likely to make a run?(33:41) Do the Celtics need Jaylen Brown?(35:52) What do the Cavs need to win?(40:31) Is Cade Cunningham the best player in the DET/NYK series?(44:07) Should Knicks fire Thibs?(49:08) What do the Bucks need out of Damian Lilliard?(50:51) Are we sleeping on the Pacers?(51:43) KOC's 5 favorite Flagg fits(1:02:38) Pelicans fire executive VP Griffin(1:03:00) Suns fire head coach Budenholzer

Sharp Tech with Ben Thompson
AI Promises and Chip Precariousness, Policy Recommendations and a Changing World, Concerns and Counterpoints

Sharp Tech with Ben Thompson

Play Episode Listen Later Feb 27, 2025 85:55


A discussion of Ben's Stratechery article AI Promises and Chip Precariousness, including basic geography and evolving geopolitical considerations informing today's Taiwan tensions, the recent history of US policy surrounding chips, considerations for US policies going forward, and various concerns with lifting the chip ban and implementing stricter controls on chipmaking equipment.

Podcast Notes Playlist: Latest Episodes
PN Deep Dive: How to Retire Early, Making Viral Apps, The Nobels, Huberman/Cynicism, Layne Norton, Stratechery, Gurwinder, RFK and Jesse Pujji

Podcast Notes Playlist: Latest Episodes

Play Episode Listen Later Dec 12, 2024 22:27


Get more notes at https://podcastnotes.org Thank you for subscribing. Leave a comment or share this episode.

Tank Talks
Disruptive Innovation in Journalism, and the Future of Media in a Tech-Driven World with David Skok of The Logic

Tank Talks

Play Episode Listen Later Oct 24, 2024 76:43


In this episode, David Skok, founder and CEO of The Logic, discusses his journey from traditional journalism to leading a digital-first news outlet. He reflects on his time at The Boston Globe, where he helped the publication transition to a digital subscription model. This experience laid the foundation for his decision to launch The Logic, focusing on Canada's innovation economy and providing high-quality, in-depth reporting.David explains how Clayton Christensen's theory of disruptive innovation influenced his approach to digital media. He saw an opportunity to address gaps in Canadian tech and business coverage, and launched The Logic in 2018. He highlights the challenges of building a digital publication in a space dominated by legacy media and how his publication has carved out its niche by focusing on critical, analytical journalism.The discussion also covers the impact of Bill C-18 on the media landscape in Canada, with David offering insights into how it aims to level the playing field between big tech platforms and smaller news organizations. He also touches on the role of The Logic Summit, an annual event that brings together leaders in tech and business, as part of his broader mission to foster a stronger innovation ecosystem in Canada.And John Ruffolo of Maverix Private Equity joins Matt Cohen to discuss the latest tech and venture capital news.About David Skok:David Skok is the founder and CEO of The Logic, a business news publication focused on Canada's innovation economy, with five bureaus across the country. Backed by the Financial Times, The Logic has become a prominent source of in-depth business journalism under his leadership.With over 25 years of experience, David previously held senior roles at The Toronto Star and The Boston Globe, where he led digital strategy and helped grow BostonGlobe.com's digital subscriptions by 40%. He also co-created Globalnews.ca, one of Canada's leading digital news platforms.David holds a Nieman Fellowship from Harvard University and a Bachelor's degree in journalism from Ryerson University. He also serves on the board of the Online News Association and advisory boards for several journalism institutions.In this episode, we discuss:News Rundown with John Ruffolo:* (01:31) Elon Musk's epic week * (02:00) Discussion on the rise of reusable rocket systems and the implications for space exploration* (03:26) Information Venture Partners (IVP), a Toronto-based venture capital firm, decides not to raise its fourth venture fund, citing market conditions and personal circumstances* (05:00) The trend of venture funds consolidating and shifting towards more niche or special purpose vehicle (SPV) investments is explored* (09:00) Geoffrey Hinton, known as the "AI godfather," wins the 2024 Nobel Prize in Physics for his contributions to AI* (12:00) Shopify President Harley Finkelstein's controversial comments about the lack of ambition in the Canadian tech sector, and the push for more risk-taking in AI development* (14:50) John Ruffolo responds, emphasizing the need for better access to capital and support for Canadian entrepreneurs, rather than a lack of ambition being the primary issue* (19:00) Matt and John discuss the large investments being made in U.S. data center developments and AI infrastructure, noting the contrast with Canada's lack of similar projects* (23:00) A story about Anguilla's earnings from the ".ai" domain surge, and how it now accounts for 20% of the island's government revenueInterview with David Skok:* (24:53) David Skok discusses his early years in journalism and how his experiences shaped his career* (27:21) His experiences at The Boston Globe, leading its transition to a subscription-based model and the lessons learned from that time* (31:00) The evolution of digital content consumption and how consumers' preferences for news have changed* (33:36) Clayton Christensen's disruptive innovation theory on David's decision to start The Logic, and his approach to navigating the shifting media landscape.* (41:55) The founding of The Logic, initial challenges, and the importance of building a subscription-based media outlet* (45:00) The competitive nature of the Canadian media landscape and the challenges of securing talent and resources for a startup media company* (49:13) David explains The Logic Summit, how it serves as a platform for bringing together Canada's innovation and business leaders, and its growing significance* (51:58) The implications of Bill C-18 and how it affects relationships between media outlets and tech platforms like Google and Meta* [56:43] The rise of generative AI, the challenges of copyright for news organizations, and the impact on journalistic integrity* [59:00] David outlines The Logic's approach to using AI and how they manage its integration with journalistic standards.Fast Favorites:* Favorite podcast: Pivot by Kara Swisher and Scott Galloway* Favorite newsletter or blog: Stratechery by Ben Thompson* Favorite tech gadget: His iPhone* Favorite new trend: Generative AI* Favorite book: The Innovator's Dilemma by Clayton Christensen* Favorite CEO to watch: Marc Benioff from SalesforceFollow Matt Cohen and Tank Talks here!Podcast production support provided by Agentbee.ai This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

Podcast Notes Playlist: Latest Episodes
How Ben Thompson Built a Writing Empire

Podcast Notes Playlist: Latest Episodes

Play Episode Listen Later Sep 1, 2024 93:01


Write of Passage Podcast Key Takeaways  Writing invokes clarity of thought; it forces you to ensure that every you say is actually correct Productive writers are always thinking about the topics they write about, even if they are not sitting in front of their computer The goal of writing is not to convince the reader that you are right, but to force the reader to think about the issue that you are discussing“The most important article you write is the second article someone reads.” – Ben Thompson Develop a framework for writing by using “The Writing Machine”:Have an overall view of the world and how it worksProcess news and information as it happensFed that information into your worldview machineThe output that this machine churns out is your content Read the full notes @ podcastnotes.orgWhat if writing a newsletter could pay your rent? Well, it can. And today, you're going to learn how. Ben Thompson makes millions of dollars a year with his writing. He's the OG of subscription-based newsletter writers. Maybe that's your dream, too, but you're plagued by questions like: “What should I write about?” “What's my business model?” “How do I make my first dollar online?” We're so glad you asked; because Ben has the answers. In this episode, you'll learn his exact playbook for how to monetize your writing — not just for right now, but also for the future.  Ben's blog, Stratechery, is the OG of subscription-based newsletters and actually inspired the creation of Substack. If you've ever wondered what a day-in-the-life of someone who makes millions of dollars writing looks like, now's your chance.  SPEAKER LINKS:  Website & Newsletter: https://stratechery.com/ Twitter: https://twitter.com/benthompson WRITE OF PASSAGE:  Want to learn more about the next class for Write of Passage? Click here: https://writeofpassage.com/ PODCAST LINKS:  Website: https://writeofpassage.com/how-i-write YouTube: https://www.youtube.com/@DavidPerellChannel/videos Apple: https://podcasts.apple.com/us/podcast/how-i-write/id1700171470 Spotify: https://open.spotify.com/show/2DjMSboniFAeGA8v9NpoPv Learn more about your ad choices. Visit megaphone.fm/adchoices

Podcast Notes Playlist: Business
How Ben Thompson Built a Writing Empire

Podcast Notes Playlist: Business

Play Episode Listen Later Sep 1, 2024 93:01


Write of Passage Podcast Key Takeaways  Writing invokes clarity of thought; it forces you to ensure that every you say is actually correct Productive writers are always thinking about the topics they write about, even if they are not sitting in front of their computer The goal of writing is not to convince the reader that you are right, but to force the reader to think about the issue that you are discussing“The most important article you write is the second article someone reads.” – Ben Thompson Develop a framework for writing by using “The Writing Machine”:Have an overall view of the world and how it worksProcess news and information as it happensFed that information into your worldview machineThe output that this machine churns out is your content Read the full notes @ podcastnotes.orgWhat if writing a newsletter could pay your rent? Well, it can. And today, you're going to learn how. Ben Thompson makes millions of dollars a year with his writing. He's the OG of subscription-based newsletter writers. Maybe that's your dream, too, but you're plagued by questions like: “What should I write about?” “What's my business model?” “How do I make my first dollar online?” We're so glad you asked; because Ben has the answers. In this episode, you'll learn his exact playbook for how to monetize your writing — not just for right now, but also for the future.  Ben's blog, Stratechery, is the OG of subscription-based newsletters and actually inspired the creation of Substack. If you've ever wondered what a day-in-the-life of someone who makes millions of dollars writing looks like, now's your chance.  SPEAKER LINKS:  Website & Newsletter: https://stratechery.com/ Twitter: https://twitter.com/benthompson WRITE OF PASSAGE:  Want to learn more about the next class for Write of Passage? Click here: https://writeofpassage.com/ PODCAST LINKS:  Website: https://writeofpassage.com/how-i-write YouTube: https://www.youtube.com/@DavidPerellChannel/videos Apple: https://podcasts.apple.com/us/podcast/how-i-write/id1700171470 Spotify: https://open.spotify.com/show/2DjMSboniFAeGA8v9NpoPv Learn more about your ad choices. Visit megaphone.fm/adchoices

How I Write
How Ben Thompson Built a Writing Empire

How I Write

Play Episode Listen Later Aug 21, 2024 93:01


What if writing a newsletter could pay your rent? Well, it can. And today, you're going to learn how. Ben Thompson makes millions of dollars a year with his writing. He's the OG of subscription-based newsletter writers. Maybe that's your dream, too, but you're plagued by questions like: “What should I write about?” “What's my business model?” “How do I make my first dollar online?” We're so glad you asked; because Ben has the answers. In this episode, you'll learn his exact playbook for how to monetize your writing — not just for right now, but also for the future.  Ben's blog, Stratechery, is the OG of subscription-based newsletters and actually inspired the creation of Substack. If you've ever wondered what a day-in-the-life of someone who makes millions of dollars writing looks like, now's your chance.  SPEAKER LINKS:  Website & Newsletter: https://stratechery.com/ Twitter: https://twitter.com/benthompson WRITE OF PASSAGE:  Want to learn more about the next class for Write of Passage? Click here: https://writeofpassage.com/ PODCAST LINKS:  Website: https://writeofpassage.com/how-i-write YouTube: https://www.youtube.com/@DavidPerellChannel/videos Apple: https://podcasts.apple.com/us/podcast/how-i-write/id1700171470 Spotify: https://open.spotify.com/show/2DjMSboniFAeGA8v9NpoPv Learn more about your ad choices. Visit megaphone.fm/adchoices

That Was The Week
Checkmate!

That Was The Week

Play Episode Listen Later Jun 15, 2024 34:42


Hat Tip to this week's creators: @tedgioia, @benthompson, @stratechery, @peterwalker99, @omri_drory, @sama, @mariogabriele, @gruber, @giannandrea, @craigfederighi, @gregjoz, @alex, @MParekh, @waxeditorial, @romaindillet, @cookie, @ttunguz, @KantrowitzContents* Editorial: Checkmate!* Essays of the Week* Is Silicon Valley Building Universe 25?* Apple Intelligence is Right On Time* 2018 cohort graduation rates?* How VCs Become A******s* Startup Playbook* How to Find a Unicorn* Video of the Week* John Gruber, John Giannandrea, Craig Federighi, and Greg Joswiak on Apple Intelligence* AI of the Week* OpenAI's growth is one of the most astounding business results of all time* AI: New Focus on 'Accelerated' Local AI Devices. RTZ #387* News Of the Week* visionOS 2: Spatial Personas Can Touch Fingers, High Five, Fist Bump Each Other With Visual and Audio Feedback* Raspberry Pi is now a public company* Carta's valuation to be cut by $6.5 billion in upcoming secondary sale* LinkedIn Adds New Elements to Its Newsletter Creation Platform* Startup of the Week* Databricks' Accelerating Growth* X of the Week* 3, 3 Trillion Dollar CompaniesEditorial: Checkmate!Checkmate! That seems like the appropriate word if you analyze what happened with OpenAI this week.After being built into every conceivable Microsft interface, Apple announced that it would integrate OpenAI into all of its operating systems across devices via Siri.By locking up Microsoft and Apple, it has effectively locked out Google, at least for now. That will leave Google itself as the only large implementation of its Gemini AI family.This gives Apple a global advantage in the iPhone versus Android battle. Few will prefer Gemini to OpenAI.Beyond that, Apple successfully showed how its own ‘Apple Intelligence' will face inwards to the device, interoperating with all apps and supporting ‘actions' while leaving all user data on the device. And when you need more power than the device can deliver, the new Apple Intelligence Cloud steps up in a fully encrypted secure environment. Even Apple cannot decrypt your data as it has no keys.Ben Thompson from Stratechery sums up Apple's play as follows:This is good news for Apple in two respects. First, with regards to the title of this Article, the fact it is possible to be too early with AI features, as Microsoft seemed to be in this case, implies that not having AI features does not mean you are too late. Yes, AI features could differentiate an existing platform, but they could also diminish it. Second, Apple's orientation towards prioritizing users over developers aligns nicely with its brand promise of privacy and security: Apple would prefer to deliver new features in an integrated fashion as a matter of course; making AI not just compelling but societally acceptable may require exactly that, which means that Apple is arriving on the AI scene just in time.The concept of “just in time” seems appropriate. Although, as a developer possessing all of the beta products, I can say that very few of the features announced are yet available.The contrast with Microsoft couldn't be more extreme. Its Recall product, which took a screen recording every five seconds and stored its findings in clear text on the device, got a backlash from journalists and privacy campaigners. Microsoft has all but canceled the product, and its PR tail is between its legs. Apple's ‘Crush' ad has almost been forgotten.Microsoft could make a mistake here. It is already working on products competing with OpenAI and might be tempted to go alone. What Bing is to Google, Microsoft AI will be to OpenAI. If it does so, it will once again shoot itself in the foot. OpenAI is far ahead in features and capabilities. Google cannot integrate it. Microsoft has gained an advantage from having done so. Apple too. Don't bite the hand that feeds you seems an apt reminder.This week's essays focus a lot on the social impact of innovation and venture capital.Ted Gioia's essay about “Universe 25” focuses on the Durkheim concept of ‘anomie.' It is the idea that our isolation leads to meaninglessness in life.“More than 100 years ago, sociologist Emile Durkheim studied the problem of anomie. That's not a word you hear very often nowadays. But we need to bring it back.Anomie is a sense that life has no purpose or meaning. The people who suffer from it are listless, disconnected, and prone to mental illnesses of various sorts. Durkheim believed, for example, that suicide was frequently caused by anomie.But the most shocking part of Durkheim's analysis was his view that anomie increased when social norms were lessened. You might think that people rejoice when rules and regulations get eliminated. But Durkheim believed the exact opposite.”Gioia examines the aimlessness of a world where people live in social media.The Venture Capital essays are excellent. Sam Altman's ‘Startup Playbook' contains intelligent advice for startup founding teams. And Mario Gabriele's piece about ‘How to Find a Unicorn' has good advice for emerging fund managers. Omri Drory's piece: How VCs Become A******s - is both funny and true. A great read This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.thatwastheweek.com/subscribe

Sharp Tech with Ben Thompson
10 Years of Stratechery: Best and Worst Takes, Creating on the Internet, AI as a Threat, and Memories of Day 1

Sharp Tech with Ben Thompson

Play Episode Listen Later Apr 18, 2024 70:23


Celebrating 10 years of Stratechery as a subscription business with 10 questions about analysis, creating on the Internet, what's coming with AI, and what it was like on day 1.

Upgrade
504: Tone 47

Upgrade

Play Episode Listen Later Mar 18, 2024 84:01


Mon, 18 Mar 2024 21:00:00 GMT http://relay.fm/upgrade/504 http://relay.fm/upgrade/504 Tone 47 504 Jason Snell and Myke Hurley Is Apple working with Google on its A.I. strategy? We break down what that might mean for the future of Apple's platforms--and why it might make a lot of sense. And in Europe, Apple continues to alter its App Store rules. Is Apple working with Google on its A.I. strategy? We break down what that might mean for the future of Apple's platforms--and why it might make a lot of sense. And in Europe, Apple continues to alter its App Store rules. clean 5041 Is Apple working with Google on its A.I. strategy? We break down what that might mean for the future of Apple's platforms--and why it might make a lot of sense. And in Europe, Apple continues to alter its App Store rules. This episode of Upgrade is sponsored by: Vitally: A new era for customer success productivity. Get a free pair of AirPods Pro when you book a qualified meeting. Ooni Pizza Ovens: Bring restaurant quality pizza to your home. Discount automatically applied at checkout. DeleteMe: Remove your personal info from data brokers. Get 20% off your plan when you use this link and code UPGRADE20. Links and Show Notes: Get Upgrade+. More content, no ads. Submit Feedback Walmart begins selling the Mac for the first time: M1 MacBook Air for $699 [Updated] - 9to5Mac Walmart Brings the Popular MacBook Air With the M1 Chip to Its Shelves Walmart Earnings, Walmart Connect and Closing the Loop, Walmart Acquires Vizio – Stratechery by Ben Thompson MacBook Air 13.3" - Best Buy Distributing apps using alternative payment options in the European Union - Support - Apple Developer Steve Troughton-Smith on the DMA Workshop Apple's approach to opening up the iPhone is causing nothing but problems | Macworld More options for apps distributed in the European Union - Latest News - Apple Developer Apple in Talks to License Google Gemini for iPhone, iOS 18 Generative AI Tools - Bloomberg Apple Releases AI Research Paper, Apple + Gemini? – Stratechery

The Good Practice Podcast
384 — What will be hot in workplace L&D in 2024?

The Good Practice Podcast

Play Episode Listen Later Mar 5, 2024 40:45


Donald Taylor describes this year's Global Sentiment Survey as the ‘unsurprising survey'. Predictably, artificial intelligence topped the table by some margin. But the results of this year's survey still tell us a lot about how L&D perceives itself and the challenges we face as a profession. In this week's episode of The Mind Tools L&D Podcast, Donald joins Ross and Owen to parse the results of the Global Sentiment Survey 2024. We discuss: ·       How L&D views the benefits and challenges associated with AI ·       The non-AI topics which gained popularity this year ·       Declining interest in collaborative/social working and coaching/mentoring  ·       The potential risks of L&D's current obsession with AI To read the Global Sentiment Survey report for yourself, head to Don's website. During our discussion, Owen mentioned responses to the GSS from our own Gent Ahmetaj and Ross Garner. In ‘What I Learned this Week', Owen referenced Ben Thompson's newsletter, Stratechery. Ross mentioned how he'd followed Wirecutter's recommendations (which he learned about through Owen) to buy a new pair of earphones. For more from us, including access to our back catalogue of podcasts, visit mindtools.com/business/ There, you'll also find details of our award-winning performance support toolkit, our off-the-shelf e-learning, and our custom work.   Connect with our speakers    If you'd like to share your thoughts on this episode, connect with our speakers: ·       Ross Dickie ·       Owen Ferguson ·       Donald Taylor

Ins and Outs of Building a Successful Podcast Network | Andrew Sharp, Stratechery, Sharp Tech, Greatest of All Talk

Play Episode Listen Later Mar 5, 2024 38:17


In this conversation, Andrew Sharp, the co-host of Sharp Tech and Greatest of All Talk, shares his journey building a podcast network at Stratechery. He discusses the future of the Stratechery network, lessons learned from the sports media industry, tips for becoming a great host, strategies for podcast network growth, and more. This conversation was recorded in early 2023.—We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.—LINKS:Stratechery - Subscribe to Stratechery Plus (https://stratechery.com/stratechery-plus/) to access the subscriber only Stratechery updates and Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts.—X / TWITTER:@eriktorenberg (Erik)@andrewsharp (Andrew)—TIMESTAMPS(00:00) Intro(00:55) Basketball Talk(03:00) Andrew's Podcasting Journey(04:40) Transition from Law to Podcasting(06:27) Building the Stratechery Network(07:29) Future of Podcast Networks(09:18) Balancing Passion and Business in Podcasting(11:41) Art of Hosting Podcasts(14:06) Evolution of Podcast Networks(23:49) Subscription Model in Podcasting(27:52) Lessons from Sports Media for Tech Media(33:10) Advice for Aspiring Podcast Hosts(37:57) Wrap This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit mediaempires.substack.com

Ins and Outs of Building a Successful Podcast Network | Andrew Sharp, Stratechery, Sharp Tech, Greatest of All Talk

Play Episode Listen Later Mar 5, 2024 39:01


In this conversation, Andrew Sharp, the co-host of Sharp Tech and Greatest of All Talk, shares his journey building a podcast network at Stratechery. He discusses the future of the Stratechery network, lessons learned from the sports media industry, tips for becoming a great host, strategies for podcast network growth, and more. This conversation was recorded in early 2023. — LINKS: Stratechery - Subscribe to Stratechery Plus (https://stratechery.com/stratechery-plus/) to access the subscriber only Stratechery updates and Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. — X / TWITTER: @eriktorenberg (Erik) @andrewsharp (Andrew) — TIMESTAMPS (00:00) Intro (00:55) Basketball Talk (03:00) Andrew's Podcasting Journey (04:40) Transition from Law to Podcasting (06:27) Building the Stratechery Network (07:29) Future of Podcast Networks (09:18) Balancing Passion and Business in Podcasting (11:41) Art of Hosting Podcasts (14:06) Evolution of Podcast Networks (23:49) Subscription Model in Podcasting (27:52) Lessons from Sports Media for Tech Media (33:10) Advice for Aspiring Podcast Hosts (37:57) Wrap

The Town with Matthew Belloni
Will AI Video Replace Hollywood?

The Town with Matthew Belloni

Play Episode Listen Later Feb 28, 2024 38:10 Very Popular


Matt is joined by Ben Thompson, the founder of Stratechery, to discuss Open AI's new text-to-video model Sora and the ensuing Hollywood freakout. Ben explains how Sora works and what effect it could have in the short and long term in the entertainment industry. They discuss which departments will be disrupted the most, how Sora and text-to-video models can be used as a productivity tool, and how the major studios should deal with this new era in technology. Matt finishes the show with an opening weekend box office prediction for 'Dune: Part Two.' For a 20 percent discount on Matt's Hollywood insider newsletter, ‘What I'm Hearing ...,' click here. Email us your thoughts! thetown@spotify.com Host: Matt Belloni Guest: Ben Thompson Producers: Craig Horlbeck and Jessie Lopez Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices

Sharp Tech with Ben Thompson
(Preview) The Vision Pro and the Newton, The Case Against AVP as an Entertainment Device, The Most Valuable Tech Product of All

Sharp Tech with Ben Thompson

Play Episode Listen Later Feb 8, 2024 14:31


Ben and Andrew begin with a note about a recent Stratechery announcement before to turning their attention to a variety of emails about the Apple Vision Pro.

Into the Metaverse
EP.88: Yon & Matthew Talk All Things Metaverse

Into the Metaverse

Play Episode Listen Later Jan 30, 2024 30:32


Welcome back to Into the Metaverse. In this week's episode, Yon and Matthew dive into four of the most important and interesting news stories related to the metaverse. The topics we discuss today include the smash hit new video game Palworld, the latest salvo in the Apple vs. Epic saga, the launch apps for the Apple Vision Pro and Netflix's gaming strategy. Check out friend of the pod Joost Van Dreunen's take on the Palworld controversy. Read the interview Netflix Co-CEO Greg Peters did with Stratechery. Chapters: Introduction (00:00) Palworld Dominance & Controversy (01:13) Apple Announces Third Party Payments in EU (07:25) Apple Vision Pro Launch Apps Announced (15:30) Netflix's Gaming Strategy (20:15) Learn more about Into the Metaverse by visiting the website. Follow Yon: LinkedIn | Twitter Follow Matthew: LinkedIn | Twitter Learn more about Supersocial by visiting the website.

Business for Good Podcast
Can Tech Improve Farm Animals' Lives? Robert Yaman Is Betting On It

Business for Good Podcast

Play Episode Listen Later Jan 15, 2024 59:32


Many times when we talk about technology that can improve animal welfare, we're talking about innovations that either have displaced or could displace the use of animals. Think for example about cars replacing horse-power, kerosene replacing whale oil, and animal-free meats displacing factory farming of animals. But can technology also be used to make better the lives of animals who are still being used? Long-time tech enthusiast and animal advocate Robert Yaman is betting on that idea, and has launched a new charity, Innovate Animal Ag, designed to help the animal-use industries implement such new technologies. In its first few months, the organization has already raised hundreds of thousands of dollars and is now working to implement two technologies in particular which could reduce the suffering of vast numbers of chickens: in-ovo sexing of eggs in hatcheries and on-farm hatching of chickens used for meat. You may know already that the egg industry has little use for male chicks, and this type of bird grows too slowly for the male chicks to be of interest to meat producers. As a result, billions of male chicks are killed on the first day of their lives at hatcheries around the world, often by grinding, gassing, crushing, or other gruesome methods. Innovate Animal Ag, however, is proposing that hatcheries determine the sex of the egg long before hatching so these unfortunate males are never birthed into such an unwelcoming world in the first place. Led by Germany's new legislation on the topic, already many egg hatcheries in Europe have implemented the technology, and Innovate Animal Ag believes that producers in the US will soon benefit from this European innovation as well. This is a riveting conversation with an insightful thinker and do-er who's devoted his life to using technology to advance animals' interests. From starting his own cultivated meat company, to working at another cultivated meat company for years, to now launching his own nonprofit seeking to work with animal producers rather than just against them, Robert's someone whose opinions I'm always interested in hearing and I think you will be too. And as you'll hear in this episode, he's also a great musician! Discussed in this episode Robert founded Kiran Meats, a cultivated meat startup, and later joined Mission Barns where he worked to advance the cultivation of animal fat cells. Robert recommends reading The Innovator's Dilemma and the Stratechery blog. Robert's latest column for Poultry World. See the 2023 In-Ovo Sexing Review. You can listen to some of the latest music Robert's created on Spotify! He also used to be a professional singer, but sadly he claims in this episode that he's not that into karaoke today. Our past episode with Isha Datar, CEO of New Harvest. More about Robert Yaman Robert Yaman, the Founder and Executive Director of Innovate Animal Ag, spent his entire career in Silicon Valley. He started as an engineer at Google, and later moved into food tech, most recently running operations at a startup developing cell-cultivated animal fat as a food ingredient. Through this work, he's thought and written extensively on the lifecycle of new technologies as they come to market. In addition to being a self-proclaimed nerd about science, engineering, and manufacturing, he's passionate about finding ways to turn conflict into collaboration through aligning incentives.

What Next?
The Game of Sports

What Next?

Play Episode Listen Later Jan 6, 2024 36:27


Internet pioneer, John Kosner, President of Kosner Media, a digital media and sports consultancy and investment advisor in sports tech startups on the future of Sports. His four decades of Sports media expertise include building ESPN into the world's leading digital Sports destination; he also struck ESPN's original streaming deal with Bamtech, which led to Disney's acquisition of Major League baseball's technology firm in 2016. He argues that Sports will follow gaming into the interactive world building communities around sports players on and offline as younger fans look for new ways to engage. And he advises us to follow his old Disney colleague, Steve Jobs' mantra: beware the status quo. Latest Sports Business Journal column: https://www.kosnermedia.com/news/crossing-sports-media-rubicon-one-year-laterNCAA Gender Equity Media & Sponsorship Analysis, 2021: https://static1.squarespace.com/static/5e48689ce8cf6318cdabe294/t/6149e29e8768351a56a63bcf/1632232095074/NCAA+Gender+Equity+KHF+Phase+I+Report+-+Desser+Media+%26+Sponsorship+Addendum.pdfInterview with Ben Thompson, Stratechery: https://www.kosnermedia.com/news/kosner-stratechery-interview-past-future-sports-abundance

Fully Vested
The Case of Cat Modeling

Fully Vested

Play Episode Listen Later Dec 13, 2023 70:17


Many of the core technologies behind Generative AI are not exactly brand new. For example, the "Attention Is All You Need" paper, which described and introduced the Transformer model (the "T" in ChatGPT), was published in 2017. Diffusion models—the backbone of image generation tools like StableDiffusion and DALL-e—were introduced in 2015 and were originally inspired by thermodynamic modeling techniques. Generative adversarial networks (GANs) were introduced in 2014.However, Generative AI has seemingly taken the world by storm over the past couple years. In this episode, Graham and Jason discuss—in broad strokes—what Generative AI is, what's required to train and run foundation models, where the value lies, and frontier challenges.Fact-Checking And CorrectionsBefore we begin...At around 36:16 Jason said that the Pile was compiled by OpenAI or one of its research affiliates. This is not correct. The Pile was compiled by Eleuther.ai, and we couldn't find documentation suggesting that OpenAI incorporates the entirety of The Pile into its training data corpus.At 49:07 Jason mentions "The Open Source Institute" but actually meant to mention the Open Source InitiativeApplied Machine Learning 101Not all AI and applied machine learning models are created equally, and models can be designed to complete specific types of tasks. Broadly speaking, there are two types of applied machine learning models: Discriminative and Generative.Discriminative AIDefinition: Discriminative AI focuses on learning the boundary between different classes of data from a given set of training data. Unlike generative models that learn to generate data, discriminative models learn to differentiate between classes and make predictions or decisions based on the input data.Historical Background TLDR:The development of Discriminative AI has its roots in statistical and machine learning approaches aimed at classification tasks.Logistic regression and Support Vector Machines (SVMs) are early examples of discriminative models, which have been used for many years in various fields including computer vision and natural language processing.Over time, with the development of deep learning, discriminative models like Convolutional Neural Networks (CNNs) and Recurrent Neural Networks (RNNs) have become highly effective for a wide range of classification tasks.Pop Culture Example(s):"Hotdog vs. Not a Hotdog algorithm" from HBO's Silicon Valley (S4E4)Image recognition capabilities of something like Iron Man alter ego Tony Stark's JARVIS (2008)**Real-World Example(sAutomatic speech recognition (ASR)Spam and abuse detectionFacial recognition, such as Apple's Face ID and more Orwellian examples in places ranging from China to EnglandFurther Reading:Discriminative Model (Wikipedia)Generative AIDefinition: Generative AI refers to a type of artificial intelligence that is capable of generating new data samples that are similar to a given set of training data. This is achieved through algorithms that learn the underlying patterns, structures, and distributions inherent in the training data, and can generate novel data points with similar properties.Historical Background TLDR:The origins of Generative AI can be traced back to the development of generative models, with early instances including probabilistic graphical models in the early 2000s.However, the field truly began to gain traction with the advent of Generative Adversarial Networks (GANs) b y Ian Goodfellow and his colleagues in 2014.Since then, various generative models like Variational Autoencoders (VAEs) and others have also gained prominence, contributing to the rapid advancement of Generative AI.Pop Culture Example:The AI from the movie Her (2013)Real-World Example(s):OpenAI's GPT family, alongside image models like StableDiffusion, and Midjourney.Further Reading:Deepgram's Generative AI page in the AI Glossary... co-written by Jason and GPT-4.Large Language Model in the Deepgram AI Glossary... also co-written by Jason and GPT-4.The Physics Principle That Inspired Modern AI Art (Anil Ananthaswamy, for Quanta Magazine)Visualizing and Explaining Transformer Models From the Ground Up (Zian "Andy" Wang for the Deepgram blog, January 2023)Transformer Explained hub on PapersWithCodeTransformers, Explained: Understand the Model Behind GPT-3, BERT, and T5 (Dale Markowitz on his blog, Dale on AI., May 2021)Further Reading By TopicIn rough order of when these topics were mentioned in the episode...Economic/Industry Impacts of AIHow Large Language Models Will Transform Science, Society, and AI (Alex Tamkin and Deep Ganguli for Stanford HAI's blog, February 2021)The Economic Potential of Generative AI: The Next Productivity Frontier ( McKinsey & Co., June 2023)Generative AI Could Raise Global GDP by 7% (Goldman Sachs, April 2023)Generative AI Promises an Economic Revolution. Managing the Disruption Will Be Crucial. (Bob Fernandez for WSJ Pro Central Banking, August 2023)The Economic Case for Generative AI and Foundation Models (Martin Casado and Sarah Wang for the Andreessen Horowitz Enterprise blog, August 2023)Generative AI and the software development lifecycle(Birgitta Böckeler and Ryan Murray for Thoughtworks, September 2023)How generative AI is changing the way developers work (Damian Brady for The GitHub Blog, April 2023)The AI Business Defensibility Problem (Jay F. publishing on their Substack, The Data Stream)Using Language Models EffectivelyThe emerging types of language models and why they matter (Kyle Wiggers for TechCrunch, April 2023) Crafting AI Commands: The Art of Prompt Engineering (Nithanth Ram for the Deepgram blog, March 2023)Prompt Engineering (Lilian Weng on her blog Lil'Log, March 2023)Prompt Engineering Techniques: Chain-of-Thought & Tree-of-Thought (both by Brad Nikkel for the Deepgram blog)11 Tips to Take Your ChatGPT Prompts to the Next Level (David Nield for WIRED, March 2023)Prompt Engineering 101 (Raza Habib and Sinan Ozdemir for the Humanloop blog, December 2022)Here There Be DragonsHallucinationsHallucination (artificial intelligence) (Wikipedia)Chatbot Hallucinations Are Poisoning Web Search (Will Knight for WIRED, October 2023)How data poisoning attacks corrupt machine learning models (Lucian Constantin for CSO Online)Data Poisoning & RelatedData Poisoning hub on PapersWithCodeGlaze - Protecting Artists from Generative AI project from UChicago (2023)Self-Consuming Generative Models Go MAD (Alemohammad et al. on ArXiv, July 2023)What Happens When AI Eats Itself (Tife Sanusi for the Deepgram blog, August 2023)The AI is eating itself (Casey Newton for Platformer, June 2023)AI-Generated Data Can Poison Future AI Models (Rahul Rao for Scientific American, July 2023)Intellectual Property and Fair UseMeasuring Fair Use: The Four Factors - Copyright Overview (Rich Stim for the Stanford Copyright and Fair Use Center)Is the Use of Copyrighted Works to Train AI Qualified as a Fair Use (Cala Coffman for the Copyright Alliance blog, April 2023)Reexamining "Fair Use" in the Age of AI (Andrew Myers for Stanford HAI)Copyright Fair Use Regulatory Approaches in AI Content Generation (Ariel Soiffer and Aric Jain for Tech Policy Press, August 2023)Japan's AI Data Laws, Explained (Deeplearning.ai)PDF: Generative Artificial Intelligence and Copyright Law (Congressional Research Center, September 2023)Academic and Creative "Honesty"How it started. New AI classifier for indicating AI-written text (Kirchner et al., January 2023)How it's going. OpenAI Quietly Shuts Down Its AI Detection Tool (Jason Nelson for Decrypt)AI Homework (Ben Thompson on Stratechery, December 2022)Teaching With AI (OpenAI, August 2023)Human Costs of AI Training (Picking on OpenAI here, but RLHF and similar fine-tuning techniques are employed by many/most LLM developers)Cleaning Up ChatGPT Takes Heavy Toll on Human Workers (Karen Hao and Deepa Seetharaman for the Wall Street Journal)‘It's destroyed me completely': Kenyan moderators decry toll of training of AI models (Niamh Rowe in The Guardian, August 2023)He Helped Train ChatGPT. It Traumatized Him. (Alex Kantrowitz in his publication Big Technology, May 2023)https://www.nytimes.com/2023/09/25/technology/chatgpt-rlhf-human-tutors.htmlBig QuestionsOpen questions for AI engineering (Simon Willison, October 2023)Adam Smith and the Pin Factory

Singletrack
Spike Eskin | What Trail Running Can Learn From Major Sports Media

Singletrack

Play Episode Listen Later Dec 6, 2023 80:57 Very Popular


Spike Eskin is the VP of programming for WFAN and CBS Sports Radio and the host of a popular basketball podcast called “The Rights to Ricky Sanchez”. Given the proliferation of ultra-trail running media coverage in recent years, I figured this would be a good time to talk with an expert in sports programming and commentary from the major sports world that we can take lessons and insights from to bring back to our growing world. Whether you're an athlete, a fan, a race director, a brand manager, or a media operator yourself, I think you'll have many takeaways from this one. And as always, I'd love to continue the conversation and hear those thoughts. Shoot me a message @runsingletrack on Instagram. Sponsors:Naak - use code SINGLETRACK15 at checkout on their website (https://www.naak.com/) to get 15% off your purchase.Rabbit - use code Singletrack20 at checkout on their website (https://www.runinrabbit.com/) to get 20% off your next order.Oladance - use code ST at this link (https://oladance.com/ST) to get $30 off the Oladance OWS2 headphones.Brooks Running - check out their High Point clothing collection and new and improved Cascadia 17 shoe at this link (https://www.brooksrunning.com/singletrack).Kodiak Cakes - use code Singletrack15 at checkout on their website (https://kodiakcakes.com/singletrackpodcast) to get 15% off your next order.Links:Follow Spike on Twitter and LinkedInListen to Spike on Stratechery and Making Media Follow Finn on Instagram, Strava, YoutubeSupport the show

Sharp Tech with Ben Thompson
A Stratechery, Sharp Tech, and Sharp China Crossover on the Chip Ban, Taiwan, TikTok and More

Sharp Tech with Ben Thompson

Play Episode Listen Later Nov 16, 2023 64:19


After one year of Sharp Tech and Sharp China, a summit with Ben Thompson, Bill Bishop and Andrew Sharp to discuss podcasting, the chip ban, the US-China relationship and beyond.

The Dirt
85. Meet the Cofounder of Kyte, the Company Disrupting the Car Rental Industry - with Francesco Wiedemann

The Dirt

Play Episode Listen Later Sep 12, 2023 41:39 Transcription Available


Francesco Wiedemann is Co-Founder of Kyte, a door-to-door, app-based car rental delivery company that ambitiously intends to become the largest fleet operator on the planet with 10 million trips per month by 2030. Join Jim and Francesco as they how Francesco went from winning entrepreneurial pitch contests at Harvard and MIT to co-creating a rental car startup that has raised $300 million to date. 3 Key TakeawaysIdentifying Market Gaps: Francesco and his co-founders realized there was a gap in the mobility market for travel longer than an Uber ride but shorter than requiring a long-term car lease. This led them to create Kyte, a service that fills this gap. For entrepreneurs, the lesson is clear: look for areas where existing solutions are lacking or incomplete and aim to fill that void with a better offering.Finding the Right Pricing Strategy: Francesco discussed how they initially underestimated the complexity of pricing in their market. Over time, they invested in developing a pricing engine to optimize their offerings. Pricing is often an overlooked aspect of business strategy, but it's crucial for competitiveness and profitability. Entrepreneurs should continuously evaluate and reevaluate their pricing strategy to meet market demands and operational costs.Help Investors See Your Vision: Kyte secured a credit line from Goldman Sachs despite being a small operation at the time. This was possible because they could convey the potential of their business model and its scalability to investors. Entrepreneurs should focus not just on what their company is now, but also on what it could become, especially when pitching to investors or financial partners.Use Kyte's promotion code for $20 off On Ktye's website or in the Kyte app, at checkout use “THEDIRT20” promo code to get a $20 discount on your purchase. ResourcesLearn about how Kyte delivers cars on demand, for any trip longer than a rideshare: https://kyte.com/ Francesco Wiedemann on LinkedIn: https://www.linkedin.com/in/francescowiedemann/ Stratechery by Ben Thompson is the podcast Francesco recommends to The Dirt listeners: https://stratechery.com/ About Our Guest Francesco Wiedemann graduated with an M.Sc. in Industrial Engineering from Technische Universität München and Massachusetts Institute of Technology. Before starting Kyte, he worked as a Product Manager for BMW Mobility Services, where he launched mobility services combining carsharing and ride hailing in the US and China. In 2019, Francesco co-founded Kyte, where he leads the company's product vision and product strategy. Fun fact: Years ago, Francesco broke the Guinness World Records for the longest mountain bike wheelie in one hour. About The Dirt Podcast The Dirt is about getting real with businesses about the true state of their companies and going clear down to the dirt in solving their core needs as a business. Dive deep with your host Jim Barnish as we uncover The Dirt with some of the world's leading brands.If you love what you are getting out of our show please subscribe.For more information on how we dig into the dirt check out our other episodes here: https://www.orchid.black/podcastAbout Our CompanyOrchid Black

Sharp Tech with Ben Thompson
A Few Questions Before Apple Embraces Virtual Reality, Meta Tries to Crash Headset Week, Nvidia and the Omniverse

Sharp Tech with Ben Thompson

Play Episode Listen Later Jun 4, 2023 65:09


Big picture questions before Apple debuts its new headset at WWDC this week, the latest twist in Meta's ongoing foray into hardware, and two follow-up emails about Nvidia's future. Plus: Zuck sympathy, cable bills, and why there's no ultra premium Stratechery stock picking tier.

The Seen and the Unseen - hosted by Amit Varma
Ep 323: SVB, Banking and the State of the Economy

The Seen and the Unseen - hosted by Amit Varma

Play Episode Listen Later Apr 3, 2023 196:19


What happened at SVB? Is our banking system in crisis? What are we to make of our economy? Ajay Shah and Mohit Satynanand join Amit Varma in episode 323 of The Seen and the Unseen to tackle these complicated questions and more. (FOR FULL LINKED SHOW NOTES, GO TO SEENUNSEEN.IN.) Also check out: 1. Ajay Shah (Twitter, Substack) and Mohit Satyanand (Twitter, Substack). 2. Episodes of The Seen and the Unseen with Ajay Shah: 1, 2, 3, 4, 5, 6, 7, 8, 9. 3. Episodes of The Seen and the Unseen with Mohit Satyanand: 1, 2, 3, 4, 5. 4.  Ajay Shah on currencies and crypto (1, 2, 3), an RBI misstep, the third globalisation, NBFCs and banks (1, 2), digital payments, the resolution corporation (1, 2), interest rate mismatch, voting in the MPC, the importance of low and stable inflation and the mispricing of risks. 5. Two Economic Crises (2008 & 2019) — Episode 135 of The Seen and the Unseen (w Mohit Satynanand). 6. The State of Our Economy -- Episode 252 of The Seen and the Unseen (w Puja Mehra and Mohit Satyanand). 7. The Importance of Finance -- Episode 125 of The Seen and the Unseen (w Ajay Shah). 8. The Art and Science of Economic Policy — Episode 154 of The Seen and the Unseen (w Vijay Kelkar & Ajay Shah). 9. In Service of the Republic — Vijay Kelkar & Ajay Shah. 10. Josh Felman Tries to Make Sense of the World -- Episode 321 of The Seen and the Unseen. 11. The Importance of the 1991 Reforms — Episode 237 of The Seen and the Unseen (w Shruti Rajagopalan and Ajay Shah). 12. The Forgotten Greatness of PV Narasimha Rao — Episode 283 of The Seen and the Unseen (w Vinay Sitapati). 13. The Life and Times of Montek Singh Ahluwalia — Episode 285 of The Seen and the Unseen. 14. The Long Road From Neeyat to Neeti — Episode 313 of The Seen and the Unseen (w Pranay Kotasthane and Raghu S Jaitley). 15. Elite Imitation in Public Policy — Episode 180 of The Seen and the Unseen (w Shruti Rajagopalan and Alex Tabarrok). 16. Premature Imitation and India's Flailing State — Shruti Rajagopalan & Alexander Tabarrok. 17. Public Opinion — Walter Lippman. 18. The World Outside and the Pictures in our Heads — Walter Lippman. 19. Watching the Wheels -- John Lennon. (Amit also loves Chris Cornell's version.) 20. You're Missing — Bruce Springsteen. 21. The End of Silicon Valley (Bank) -- Ben Thompson on Stratechery. 22. This Banking Crisis Won't Wreck the Economy -- Tyler Cowen. 23. SVB Took the Wrong Risks -- Matt Levine. 24. Lombard Street: A Description of the Money Market -- Walter Bagehot. 25. Moral Hazard and the Cantillon Effect. 26. Beware of the Useful Idiots — Amit Varma. 27. The Use of Knowledge in Society — Friedrich Hayek. 28. Austrian Economics: An Introduction -- Steven Horwitz. 29. Friedrich Hayek: The ideas and influence of the libertarian economist -- Eamonn Butler. 30.The End of History? — Francis Fukuyama's essay. 31. The End of History and the Last Man — Francis Fukuyama's book. 32. Chip War: The Fight for the World's Most Critical Technology -- Chris Miller. 33. The Double ‘Thank-You' Moment — John Stossel. 34. Why Pramila Devi Uses Her Chappals Sparingly -- Sayantan Bera. 35. Where Are the Customers' Yachts? -- Fred Schwed Jr. 36. South India Would Like to Have a Word — Episode 320 of The Seen and the Unseen (w Nilakantan RS). 37. Jimi Hendrix on YouTube Music, Spotify and Wikipedia. 38. Neil Young on YouTube Music, Spotify and Wikipedia. Check out Amit's online course, The Art of Clear Writing. And subscribe to The India Uncut Newsletter. It's free! Episode art: ‘The Madness of Money' by Simahina.

Acquired
Stratechery (with Ben Thompson)

Acquired

Play Episode Listen Later Dec 6, 2022 115:55


Ben Thompson joins Acquired to discuss the business of Stratechery itself and celebrate 10 years (!) of the internet's best strategy analysis destination. Even beyond Stratechery's enormous impact itself on business and tech over the years, Ben's work inspired a whole generation of business content creators — this show very much included — and it was super special for us to give the Acquired treatment to one of our own heroes. We cover the full history of Ben pioneering the subscription internet media business model (indeed SubStack's seed round pitch was “Stratechery-in-a-box”), and how + why he's evolved the business since and is now doubling down both on podcasting and a broader vision of the Stratechery Plus bundle… including for the first time content not made by Ben himself! Tune in and enjoy. If you want more Acquired, you can follow our public LP Show feed here in the podcast player of your choice (including Spotify!). Sponsors: Thank you to our presenting sponsor for all of Season 11, Fundrise. If you're considering raising a growth round of capital in the next year, you should definitely explore raising some of it with the Fundrise Innovation Fund. Just email notvc@fundrise.com, and tell them Ben & David sent you. And if you're an individual looking for exposure to private growth-stage technology companies, you can invest in the Innovation Fund here. Thank you as well to Pilot and Tiny!  Links: John Gruber's Daring Fireball Ben's very first Stratechery post Subscribe to Stratechery Plus ‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

Acquired
Stratechery (with Ben Thompson)

Acquired

Play Episode Listen Later Dec 6, 2022 115:55


Ben Thompson joins Acquired to discuss the business of Stratechery itself and celebrate 10 years (!) of the internet's best strategy analysis destination. Even beyond Stratechery's enormous impact itself on business and tech over the years, Ben's work inspired a whole generation of business content creators — this show very much included — and it was super special for us to give the Acquired treatment to one of our own heroes. We cover the full history of Ben pioneering the subscription internet media business model (indeed SubStack's seed round pitch was “Stratechery-in-a-box”), and how + why he's evolved the business since and is now doubling down both on podcasting and a broader vision of the Stratechery Plus bundle… including for the first time content not made by Ben himself! Tune in and enjoy. If you want more Acquired, you can follow our public LP Show feed here in the podcast player of your choice (including Spotify!). Sponsors: Thank you to our presenting sponsor for all of Season 11, Fundrise. If you're considering raising a growth round of capital in the next year, you should definitely explore raising some of it with the Fundrise Innovation Fund. Just email notvc@fundrise.com, and tell them Ben & David sent you. And if you're an individual looking for exposure to private growth-stage technology companies, you can invest in the Innovation Fund here. Thank you as well to Pilot and Tiny! Links: John Gruber's Daring Fireball Ben's very first Stratechery post Subscribe to Stratechery Plus ‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.