Podcasts about stratechery

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?

No episódio 80 do Papo na Arena, nossos hosts ⁠⁠⁠Arthur⁠⁠⁠ e ⁠⁠⁠Aíquis⁠⁠⁠ comentam sobre a entrevista do Zuckerberg para o Stratechery.#JABÁASSINATURA DA ARENA COM R$150 OFF:Acesso a TODOS cursos, eventos, encontros da comunidade, além de sorteio TODA SEMANA:ASSINE AQUICHAPTERS:00:00 - Introdução ao Papo na Arena03:36 - Entrevista de Mark Zuckerberg no Stratechery05:44 - As 4 oportunidades de AI10:24 - Oportunidades de AI e Publicidade18:43 - Engenharia de Descoberta nas Redes Sociais21:56 - A Revolução da Inteligência Artificial na Comunicação30:11 - A Conexão Humana e a Inteligência Artificial28:22 - O Futuro dos Óculos Inteligentes33:55 - Produtos da SemanaPRODUTOS DA SEMANAElementor AICursorPerplexitySongsterrClair Obscur: Expedition 33AnyIGoLinkedInBrilliant

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

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.

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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

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

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

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

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

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.

Welcome to Growthmates — the place to connect with inspiring leaders to help you grow yourself and your product. Here you can learn how companies like Dropbox, Adobe, Amplitude, Canva, and many more are building excellent products and growth culture. Subscribe to get all episodes right to your inbox on katesyuma.substack.com.Listen now and subscribe on your favorite platforms — Apple, Spotify, or watch on YouTube (new!).This episode is supported by Appcues — make your product adoption easy!Appcues is the platform that helps you design, deploy, and test captivating onboarding experiences. Appcues created the Product Adoption Academy to help you level up your product adoption, and you can use it for free. Check out the “5-step Growth Flow Review” template which I created to help companies connect growth hypotheses with behavioral patterns to uncover meaningful improvements. Find an example of Dropbox Onboarding inside the template and apply it to review any growth flows: appcues.com/growthmates Get a 15% discount for my Self-Service Onboarding courseIf you're keen on Mastering Product Growth and User onboarding, join the upcoming course starting on the 15th of April. You will get personal guidance to create a stellar onboarding experience and frameworks to turn it into live. Get a 15% discount with promo code “growthmates”. Learn more and get early access → https://maven.com/growth-course/self-serve-onboardingThis time we talked to Rob Litterst who is leading HubSpot media and Building an insightful newsletter about Pricing in SaaS. We discussed his journey from sales to writing, the emerging trend of employee-generated content and a lot of things connected to user-centric pricing. If you listen to this episode, you will learn about:— Unethical pricing practices we should avoid— Why companies started shifting from Freemium to speed up monetization— And a dozen newsletters that Rob recommends to stay informed on important industry newsIf you find this show valuable, please share it with one of your colleagues or friends — it gives huge support to continue creating it. To receive all episodes right in your inbox — subscribe to katesyuma.substack.com Follow Growthmates updates on:* Substack Newsletter (for instant inbox delivery): https://katesyuma.substack.com/podcast* LinkedIn: https://www.linkedin.com/company/growthmates-podcast/* Instagram: https://www.instagram.com/growthmates_/Where to find Rob Litterst (HubSpot media):* LinkedIn: https://www.linkedin.com/in/roblitterst/* Newsletter: goodbetterbest.substack.comWhere to find Kate Syuma, Growth Advisor (ex-Miro):* LinkedIn: https://www.linkedin.com/in/ekaterina-syuma/* Newsletter: katesyuma.substack.com* X (Twitter): https://twitter.com/kate_syumaWhat we've covered in this episode:00:00 Introduction and Background01:30 The Importance of Pricing in SaaS06:17 Employee-Generated Content11:15 Creating the Newsletter Good Better Best16:35 Introducing Newsletters in Companies34:14 Issues with Amazon Prime and Black Friday Strategies36:15 Ethical Pricing Practices38:04 Transparency in Pricing42:55 Trends in Pricing Pages50:05 The Rise of Subscription ModelsResources referenced:* 15% discount for Self-serve Onboarding course (starts on 15th of April!): https://maven.com/growth-course/self-serve-onboarding?promoCode=getteamdiscount* “Good Better Best” Newsletter: goodbetterbest.substack.com* Ben Thompson's Stratechery: https://stratechery.com/* Newsletter: https://www.packym.com/newsletter* Big Technology Newsletter: bigtechnology.com* James Clear's “The 3-2-1 Newsletter”: https://jamesclear.com/3-2-1* Chris Black's “How Long Gone” podcast* Pulling Weeds With Chris Black: https://www.gq.com/about/pulling-weeds-with-chris-blackIf you enjoyed this episode, don't forget to share it with your colleagues and like-minded friends. For sponsorship and other inquiries reach out to ekaterinasyuma@gmail.com.Subscribe to get more episodes right in your inbox: katesyuma.substack.comThanks for reading Kate's Syuma Newsletter & Growthmates! Subscribe for free to receive new posts and support my work. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit katesyuma.substack.com

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

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

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

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

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

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.

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.

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.

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

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

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

It's Thursday evening, and I have had a busy day in a busy week, and I am not feeling the urge for grandiosity. But OpenAI and its CEO Sam Altman did announce some world-changing technologies this week. The article by Ben Thompson from Stratechery below lists them. Still, a list does not do justice to how much thinking decision-making, and execution OpenAI has accomplished in a short period. The heart of the announcements is a newly scalable architecture that allows anybody to have their own “GPT”. Developers will be able to build both enterprise and consumer GPT applications, often with no code required. Want the world's best chef and recipe source? Build it. Want an excellent tool for fixing a car? No problem. Want the world's best physics teacher for 10th Grade… done. And so on. Over the next 12 months, we expect to see an explosion of use cases for almost any human endeavor. More interesting is that user interfaces will change dramatically. Form filling, browsing, searching, learning, creating, researching, building, and more will be done simply by interacting with an AI. Productivity is about to explode. And investments, too. Packy McCormick leads this week's Essays of the Week with ‘Tech is Going to Get Much Bigger'. And he means in value and scope. The idea that the world's biggest company is worth a single-digit $ trillion will be history quickly. When Kyle Harrison, in another essay of the week - Surviving the Death of Venture Capital - says: So if you want to survive in the ever-changing world of funding innovation, there are a lot of things you can do. But one thing is for sure: the only thing that is certain? Change. Get used to it. He could have been writing about OpenAIs developer day announcements. There are many excellent pieces of writing in this week's edition. The impressive interview with Charlie Munger explains why venture capitalists screw their customers. The videos with Satya Nadella and Lina Khan are great for Sunday listening or viewing. Warner Media CEO Jason Kilar on why Netflix has the upper hand in streaming and what it will take to compete is compelling also (hat tip to Steve Gillmor). Enjoy. --- Send in a voice message: https://podcasters.spotify.com/pod/show/thatwastheweek/message

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.

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.

In this discussion, Shiyan Koh, Managing Partner of Hustle Fund, and Jeremy Au talked about three main topics: 1. Tech in Asia Acquisition: Shiyan and I delve into Tech in Asia's acquisition by Singapore Press Holding and how this move is set to reshape the tech news landscape across the region. We assess the company's $30M valuation and discuss the revenue figures, growth rate and synergies that made it an attractive acquisition target. They also reflect on the broader implications for regional tech journalism across the various players. 2. Entertainment & Media Industry Evolution: We discuss the evolving business models in the entertainment and media industry, citing examples like Spotify's $200M deal with Joe Rogan, the growth of niche Substack newsletters like Packy McCormick's and The Generalist, and the success of independent platforms like Stratechery and Acquired.FM. We also explore how AI is revolutionizing content creation in terms of translation and distribution, thus changing the business model and venture scale outcomes. 3. Fragmented News Consumption: We examine the current fragmented nature of news and media consumption where information is scattered across different platforms, from blog posts to Substacks to podcasts and TikToks, and how these new channels are fostering innovative business-building approaches. We discuss the consequences of this fragmentation, such as the challenges in defining truth in an age where platforms algorithmically promote content engagement, implicitly displacing users from consuming fact-checked, authoritative sources. We also touch upon the importance of adapting to new market trends, how the interaction between media and technology impacts startup founders, the role of advertisers in media economics, and niche audience monetization. Watch, listen or read the full insight at https://www.bravesea.com/blog/tech-in-asia2 Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://chat.whatsapp.com/CeL3ywi7yOWFd8HTo6yzde Spotify: https://open.spotify.com/show/4TnqkaWpTT181lMA8xNu0T YouTube: https://www.youtube.com/@JeremyAu Apple Podcasts: https://podcasts.apple.com/sg/podcast/brave-southeast-asia-tech-singapore-indonesia-vietnam/id1506890464 Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZC5jby9icmF2ZWR5bmFtaWNz TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea Learn more about Fluid! Get in touch with Trasy, Fluid's cofounder at trasy@gofluid.io

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

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.

This week's stories: ‘They are blatantly blocking news': Confessions of a programmatic sales lead on brand safety filters' impact on publishers' direct-sold adsPew Research publishes Podcasts as a Source of News and InformationAmericans Spend $48 per Month on Video Streaming Services — and Half of Those Surveyed Say That's Too MuchFTC Warns Almost 700 Marketing Companies That They Could Face Civil Penalties if They Can't Back Up Their Product ClaimsQuick hits:Podscribe is now IAB Tech Lab Certified. Announced this Monday, verification platform Podscribe announced they have officially received their IAB certification after a six month audit process. Podcast hosting platform Ausha has announced the implementation of ChatGPT into their social media management system. Netflix Earnings, Netflix's Movie Strategy, Accretive Ads by Ben Thompson. This week's Stratechery issue covers the recent Netflix earnings call, Thompson's previous coverage of Netflix, and what could lie in Netflix's future. Veritonic has published a new guide titled 5 Things to Consider When Running a Brand Lift Study for Audio. For full transcript and links to all articles mentioned, please visit SoundsProfitable.com/podcast

Gruma crece fuera de México; AT&T; Alsea y Starbucks; tipo de cambio; Amstel Ultra; beisbol en Querétaro; Arnault y sus descendientes; AMEX; Ikea; créditos para PE; India vs China; Stratechery

This week's stories: ‘They are blatantly blocking news': Confessions of a programmatic sales lead on brand safety filters' impact on publishers' direct-sold adsPew Research publishes Podcasts as a Source of News and InformationAmericans Spend $48 per Month on Video Streaming Services — and Half of Those Surveyed Say That's Too MuchFTC Warns Almost 700 Marketing Companies That They Could Face Civil Penalties if They Can't Back Up Their Product ClaimsQuick hits:Podscribe is now IAB Tech Lab Certified. Announced this Monday, verification platform Podscribe announced they have officially received their IAB certification after a six month audit process. Podcast hosting platform Ausha has announced the implementation of ChatGPT into their social media management system. Netflix Earnings, Netflix's Movie Strategy, Accretive Ads by Ben Thompson. This week's Stratechery issue covers the recent Netflix earnings call, Thompson's previous coverage of Netflix, and what could lie in Netflix's future. Veritonic has published a new guide titled 5 Things to Consider When Running a Brand Lift Study for Audio. For full transcript and links to all articles mentioned, please visit SoundsProfitable.com/podcast

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.

A programming note regarding the next few weeks of the podcast, a long email from a Stratechery reader about the risks of AI, and extended thoughts on the various risks and unknowns that define the AI conversation in the present moment.

Manuela: This is The Download from Sounds Profitable, the most important news from this week and why it matters to people in the business of podcasting. I'm Manuela Bedoya. Shreya: And I'm Shreya Sharma.This week: Podcasting a ‘bright spot' at SXM Media, Amplifi Media CEO counters ‘jarring headlines,' new Black Podcast Listener Report from SXM and Mindshare, and the state of Google in podcasting.Let's get started.Podcasting remains ‘a bright spot' at SXM MediaManuela: ‘Tis the season of quarterly earnings calls. It seems like we get a batch of these every three months! SiriusXM has published their Q4 and full-year results for 2022. Overall the company saw a 4% year over year increase in revenue, hitting 9 billion dollars. The company shouted out its agreements with, as the official copy puts it, “podcast powerhouses” like Crooked Media, Freakonomics, and a 24/7 original comedy channel captained by Conan O'Brien's Team Coco. Podcasting is on the mind at SXM. CEO Jennifer Witz spoke highly of the company's podcasting arm during the call. To quote from the transcript: “In a challenging ad market, podcasts continue to be a growth opportunity for us. This past quarter, we expanded our podcast offerings while doubling down on the shows that have proven most successful with five of the top 20 shows in Edison Research's top 50 podcast rankings, the most of any network.” Witz went on to say podcasting was a bright spot for the industry overall and SXM in particular, driving their 34% increase in off-platform business in 2022. We've said it before and will say it again: it's a good day to hear good news in podcasting. Podcasting is doing fine; thank youShreya: Last week an opinion piece from Amplifi Media CEO Steve Goldstein was published on RainNews, built to assuage fears over recent doom-and-gloom media coverage. A quote from Goldstein's opening: “If you are reading the headlines about podcasting, you might be a little nervous. There has been a lot of confusing and contradictory chatter about what the drop in new podcasts in 2022 means. Has the podcast bubble burst? Are podcasts on the way out? Not likely.”The piece puts to bed the air of uncertainty as recent reports show a decrease in active podcasts. Goldstein points to the marked increase in podcast production at the beginning of the pandemic, along with air fryer sales, used car sales, and views for cooking videos on YouTube. Now the Field of Dreams era of podcasting is over. Companies can no longer invest with the philosophy of “if you build it, they will come.” Which leads to Goldstein's conclusion. Quote: “Just like all media, the podcast space is dynamic, exciting and rapidly evolving. It's full of possibility and wonder. We just need a little more rigor and a little less throwing spaghetti against the wall. The next generation of podcasts will likely have greater research, focus and muscle behind them. Companies that produce and promote fewer high-quality podcasts will be better positioned for optimal growth. So, let's get past the jarring headlines.“SXM Media and Mindshare publish Black Podcast Listener Report 2.0Manuela: SXM Media is back with the second edition of their Black Podcast Listener Report. The study is the result of over 2,500 online interviews with Black and/or African American adults in the United States during September of last year. According to SXM's footnotes, the data was weighted for age, sex, census region of the US, and the Edison's Infinite Dial 2022 podcasting listening statistics. Among the findings are some promising results for advertisers. From the SXM blog post: “The best way to win over Black podcast listeners is to run ads on shows that represent their voice, culture, and point of view. Black audiences who have listened to a podcast with a Black host in the last month are more likely to take action than those who've never listened to a podcast hosted by Black talent.”82% of respondents would consider a brand if they heard their ad on a podcast with a Black host, as well as 78% saying they would purchase said brand. The recap article ends by encouraging brands who set aside ad budget to target Black audiences during February for Black History month to continue that spend throughout the year. From the article: “Like so much of the population, Black audiences are listening to podcasts—and, as you've learned, they're leaned-in and here for ads that support the shows they love.” The State of Google and PodcastingShreya: Continuing the trend of earnings calls, let's talk Google. It was a mixed bag in this year's Q4 earnings report. Parent company Alphabet reported a 0.7 billion increase year over year in total revenue for Q4 2022. According to Insider Intelligence writer Daniel Konstantinovic, this 1% increase falls short of the anticipated revenue by nearly half a billion dollars. James Hercher, writing for AdExchanger, breaks down the more Google-relevant numbers: “YouTube advertising was down from $8.6 billion to $7.9 billion, while the Google Display Network decreased by almost $1 billion YoY. Net income (which is to say, profit) dropped even more steeply, from $20.6 billion in Q4 2021 to $13.6 billion.” Alongside the earnings, there has been discussion of Google and YouTube's investment into podcasting as the search engine giant retools podcast searching. Since 2018 Google has displayed individual podcast episodes and a play button whenever searching for a specific podcast. As of mid-January the feature was removed. James Cridland's coverage in Podnews at the time also noted the Google Podcasts app had not received any feature updates in eighteen months.Now even the carousel of Google Podcast links in searches for podcasts is going away, but will be replaced with a new feature called What to Podcast. In a YouTube Short by Transistor Podcasting, the new feature appears to add a new section to the top of search results that shows podcasts relating to the search term. While not as easy as a play button and episode list, it does serve as a funnel to direct foot traffic into podcast apps. Meanwhile, earlier this month, YouTube launched ad monetization for YouTube Shorts. Previously, the program had operated on a TikTok-esque fund divvied between creators who met certain engagement goals. Now any account with over 1,000 subscribers and 10 million Shorts views in the previous 90 days can earn ad revenue at a split of 45% to them and 55% to Google. Digiday's Krystal Scanlon notes this is not as attractive a revenue split as similar programs at Facebook and TikTok, but the YouTube Shorts equivalent has a lower barrier to entry for newer accounts. In this week's earnings call, Google Chief Business Officer Philipp Schindler spoke on CTV, YouTube being at the top of Nielsen's measurement of US streaming watch time, and content integration. Tuesday's issue of Ben Thompson's Stratechery points out it's clear YouTube is dreaming of becoming a media streaming aggregate with the implementation of Primetime Channels on top of existing offerings like YouTube Music and NFL Sunday Ticket. From Stratechery: “The idealized future is one where YouTube is the front-door of all video period, whether that be streaming, linear, or user-generated.” With all their investments in YouTube and gentle downgrade of podcast presentation in the search engine, it feels like Google is becoming gently insistent podcasting's round peg will be expected to conform to the square hole of their media platform. Podcasting likely isn't going to come to YouTube as we know it, podcasters are simply incentivized to become YouTubers.Shreya: Finally, it's time for our semi-regular roundup of articles we're calling Quick Hits. These are articles that didn't quite make the cut for today's episode, but are still worth including in your weekend reading. This week: Media Briefing: The case for and against monthly and annual subscriptions in the battle for retention by Kayleigh Barber for Digiday. An excellent breakdown of the current debate between annual vs. monthly subscriptions, how they affect churn, and detailed pros and cons for both options. Edison Research's Weekly Insight: Of all people aged 13-34 in the US, one third listen to podcasts every day. Manuela: And that was The Download, brought to you by Sounds Profitable! Today's episode was built using Spooler and hosted on Triton Digital's Omny Studio. Find out more at Spooler.fm and Art19.comI know we went through today's stories fast, so be sure to check out the links to every article mentioned, right in your podcast listening app, or on SoundsProfitable.com/TheDownload. And thank you for sticking with us as we bring you the top stories you might have missed from the past week. I'm Manuela Bedoya.Shreya : And I'm Shreya Sharma. Our producers are Bryan Barletta, Gavin Gaddis, and Tom Webster. Our editors are Reece Carman and Ron Tendick. Special thanks to Art19 for hosting The Download. And thanks to you for joining us.

Manuela: This is The Download from Sounds Profitable, the most important news from this week and why it matters to people in the business of podcasting. I'm Manuela Bedoya. Shreya: And I'm Shreya Sharma.This week: Podcasting a ‘bright spot' at SXM Media, Amplifi Media CEO counters ‘jarring headlines,' new Black Podcast Listener Report from SXM and Mindshare, and the state of Google in podcasting.Let's get started.Podcasting remains ‘a bright spot' at SXM MediaManuela: ‘Tis the season of quarterly earnings calls. It seems like we get a batch of these every three months! SiriusXM has published their Q4 and full-year results for 2022. Overall the company saw a 4% year over year increase in revenue, hitting 9 billion dollars. The company shouted out its agreements with, as the official copy puts it, “podcast powerhouses” like Crooked Media, Freakonomics, and a 24/7 original comedy channel captained by Conan O'Brien's Team Coco. Podcasting is on the mind at SXM. CEO Jennifer Witz spoke highly of the company's podcasting arm during the call. To quote from the transcript: “In a challenging ad market, podcasts continue to be a growth opportunity for us. This past quarter, we expanded our podcast offerings while doubling down on the shows that have proven most successful with five of the top 20 shows in Edison Research's top 50 podcast rankings, the most of any network.” Witz went on to say podcasting was a bright spot for the industry overall and SXM in particular, driving their 34% increase in off-platform business in 2022. We've said it before and will say it again: it's a good day to hear good news in podcasting. Podcasting is doing fine; thank youShreya: Last week an opinion piece from Amplifi Media CEO Steve Goldstein was published on RainNews, built to assuage fears over recent doom-and-gloom media coverage. A quote from Goldstein's opening: “If you are reading the headlines about podcasting, you might be a little nervous. There has been a lot of confusing and contradictory chatter about what the drop in new podcasts in 2022 means. Has the podcast bubble burst? Are podcasts on the way out? Not likely.”The piece puts to bed the air of uncertainty as recent reports show a decrease in active podcasts. Goldstein points to the marked increase in podcast production at the beginning of the pandemic, along with air fryer sales, used car sales, and views for cooking videos on YouTube. Now the Field of Dreams era of podcasting is over. Companies can no longer invest with the philosophy of “if you build it, they will come.” Which leads to Goldstein's conclusion. Quote: “Just like all media, the podcast space is dynamic, exciting and rapidly evolving. It's full of possibility and wonder. We just need a little more rigor and a little less throwing spaghetti against the wall. The next generation of podcasts will likely have greater research, focus and muscle behind them. Companies that produce and promote fewer high-quality podcasts will be better positioned for optimal growth. So, let's get past the jarring headlines.“SXM Media and Mindshare publish Black Podcast Listener Report 2.0Manuela: SXM Media is back with the second edition of their Black Podcast Listener Report. The study is the result of over 2,500 online interviews with Black and/or African American adults in the United States during September of last year. According to SXM's footnotes, the data was weighted for age, sex, census region of the US, and the Edison's Infinite Dial 2022 podcasting listening statistics. Among the findings are some promising results for advertisers. From the SXM blog post: “The best way to win over Black podcast listeners is to run ads on shows that represent their voice, culture, and point of view. Black audiences who have listened to a podcast with a Black host in the last month are more likely to take action than those who've never listened to a podcast hosted by Black talent.”82% of respondents would consider a brand if they heard their ad on a podcast with a Black host, as well as 78% saying they would purchase said brand. The recap article ends by encouraging brands who set aside ad budget to target Black audiences during February for Black History month to continue that spend throughout the year. From the article: “Like so much of the population, Black audiences are listening to podcasts—and, as you've learned, they're leaned-in and here for ads that support the shows they love.” The State of Google and PodcastingShreya: Continuing the trend of earnings calls, let's talk Google. It was a mixed bag in this year's Q4 earnings report. Parent company Alphabet reported a 0.7 billion increase year over year in total revenue for Q4 2022. According to Insider Intelligence writer Daniel Konstantinovic, this 1% increase falls short of the anticipated revenue by nearly half a billion dollars. James Hercher, writing for AdExchanger, breaks down the more Google-relevant numbers: “YouTube advertising was down from $8.6 billion to $7.9 billion, while the Google Display Network decreased by almost $1 billion YoY. Net income (which is to say, profit) dropped even more steeply, from $20.6 billion in Q4 2021 to $13.6 billion.” Alongside the earnings, there has been discussion of Google and YouTube's investment into podcasting as the search engine giant retools podcast searching. Since 2018 Google has displayed individual podcast episodes and a play button whenever searching for a specific podcast. As of mid-January the feature was removed. James Cridland's coverage in Podnews at the time also noted the Google Podcasts app had not received any feature updates in eighteen months.Now even the carousel of Google Podcast links in searches for podcasts is going away, but will be replaced with a new feature called What to Podcast. In a YouTube Short by Transistor Podcasting, the new feature appears to add a new section to the top of search results that shows podcasts relating to the search term. While not as easy as a play button and episode list, it does serve as a funnel to direct foot traffic into podcast apps. Meanwhile, earlier this month, YouTube launched ad monetization for YouTube Shorts. Previously, the program had operated on a TikTok-esque fund divvied between creators who met certain engagement goals. Now any account with over 1,000 subscribers and 10 million Shorts views in the previous 90 days can earn ad revenue at a split of 45% to them and 55% to Google. Digiday's Krystal Scanlon notes this is not as attractive a revenue split as similar programs at Facebook and TikTok, but the YouTube Shorts equivalent has a lower barrier to entry for newer accounts. In this week's earnings call, Google Chief Business Officer Philipp Schindler spoke on CTV, YouTube being at the top of Nielsen's measurement of US streaming watch time, and content integration. Tuesday's issue of Ben Thompson's Stratechery points out it's clear YouTube is dreaming of becoming a media streaming aggregate with the implementation of Primetime Channels on top of existing offerings like YouTube Music and NFL Sunday Ticket. From Stratechery: “The idealized future is one where YouTube is the front-door of all video period, whether that be streaming, linear, or user-generated.” With all their investments in YouTube and gentle downgrade of podcast presentation in the search engine, it feels like Google is becoming gently insistent podcasting's round peg will be expected to conform to the square hole of their media platform. Podcasting likely isn't going to come to YouTube as we know it, podcasters are simply incentivized to become YouTubers.Shreya: Finally, it's time for our semi-regular roundup of articles we're calling Quick Hits. These are articles that didn't quite make the cut for today's episode, but are still worth including in your weekend reading. This week: Media Briefing: The case for and against monthly and annual subscriptions in the battle for retention by Kayleigh Barber for Digiday. An excellent breakdown of the current debate between annual vs. monthly subscriptions, how they affect churn, and detailed pros and cons for both options. Edison Research's Weekly Insight: Of all people aged 13-34 in the US, one third listen to podcasts every day. Manuela: And that was The Download, brought to you by Sounds Profitable! Today's episode was built using Spooler and hosted on Triton Digital's Omny Studio. Find out more at Spooler.fm and Art19.comI know we went through today's stories fast, so be sure to check out the links to every article mentioned, right in your podcast listening app, or on SoundsProfitable.com/TheDownload. And thank you for sticking with us as we bring you the top stories you might have missed from the past week. I'm Manuela Bedoya.Shreya : And I'm Shreya Sharma. Our producers are Bryan Barletta, Gavin Gaddis, and Tom Webster. Our editors are Reece Carman and Ron Tendick. Special thanks to Art19 for hosting The Download. And thanks to you for joining us.

“The story of 2022 was the emergence of AI," wrote Ben Thompson, the author of the Stratechery newsletter and podcast. "It seems clear to me that this is a new epoch in technology.” Ben and Derek talk about ChatGPT, Stable Diffusion, the state of generative AI, and how the biggest tech companies will try to wrangle this fascinating suite of new tools. If you have questions, observations, or ideas for future episodes, email us at PlainEnglish@Spotify.com. You can find us on TikTok at www.tiktok.com/@plainenglish_ Host: Derek Thompson Guest: Ben Thompson  Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices

#14: Tobias Dickmeis, CPO and co-founder at Tandem, sits down with Axel to talk about the journey of building Tandem, a language exchange app with over 20 million registered users.In this episode, we talk about Founder-Product fit, the challenges of acquisition and network effects in the context of a B2C app. We also touch on the tenets of community building and experimentation opportunities with a large user base.Where to find TobiasLinkedIn: https://www.linkedin.com/in/dickmeis/Where to find AxelLinkedIn: https://www.linkedin.com/in/axelsooriah/About PanashWe provide training and coaching programs to help product professionals unlock their true potential and become high performers.You can learn more about our programs here: https://www.panash.io/Our blog contains articles and free resources on key topics for product managers and leaders.Check it out here: https://collection.panash.io/Referenced in this episodeTandem language learning: https://www.tandem.net/Silicon Valley Product Group: https://www.svpg.com/Reforge blog: https://www.reforge.com/blogPolyglot conference: https://polyglotconference.com/Stratechery by Ben Thompson: https://stratechery.com/Brighteye VC: https://www.brighteyevc.com/contentShow notes and highlights(01:27) Tobias' background(02:28) Tandem's origin story(05:26) Building a 20M strong community(06:47) Nailing paid marketing is not easy (07:30) Founder-Product Fit(09:22) The flipping moment for Tandem(12:07) Network effects and growth(13:17) How does Tandem make money(14:04) Language learning insights from Tandem(16:59) Tandem's biggest product challenge(19:15) How Tandem is planning to address this challenge(21:17) How to build for a diverse group of users globally(23:09) Leveraging user base for experimentation(26:38) How is Tandem organised internally(27:30) Tobias' Treasure ChestMentioned in this episode:Elevate your product careerDo you feel stuck, not knowing how to tackle a problem? Are you looking for a solution to help your team members grow in their craft? Either way, check out www.panash.io Panash works with product leaders to bring expert insights and proven frameworks you can use to truly deliver impact in your role. Companies like Atlassian, Contentsquare and Mirakl ALL choose Panash to provide the right level of training and coaching to their product teams, so they can perform at their best. Whether you're a product leader or an individual contributor: head to www.panash.io, book a seat to one of our many programs and raise your product game today. Check out https://www.panash.io. Panash

This week we discuss Werner's AWS Keynote, Event-Based Architectures and the potential of ChatGPT. Plus, some thoughts on International Condiments. Watch the YouTube Live Recording of Episode 390 (https://www.youtube.com/watch?v=CRy69wGMROM) Runner-up Titles It's never stopped us before. Ranch dressing divine/Before the Big Bang, it was/Eternal condiment Three kinds of mayonnaise An aspirational architectural pattern. There's not a lot of architectural thought out there. I don't have a computer science degree. Mid-Code It's just a bunch of programming, how hard could it be? Is it a utopian Wall-E or not? Rundown AWS re:Invent 2022 - Keynote with Dr. Werner Vogels (https://www.youtube.com/watch?v=RfvL_423a-I) Amazon announces Eventbridge Pipes, a simpler way to connect events (https://techcrunch.com/2022/12/01/amazon-announces-eventbridge-pipes-a-simpler-way-to-connect-events-from-multiple-services/) Design Patterns (https://www.amazon.com/gp/product/0201633612/) book ChatGPT: Optimizing Language Models for Dialogue (https://openai.com/blog/chatgpt/) ChatGPT will replace StackOverflow? (https://twitter.com/anildash/status/1599655544486187009) Automating bullshit - OpenAI ChatGPT removes office worker toil (https://buttondown.email/cote/archive/automating-bullshit-openai-chatgpt-removes-office/) Coté doesn't need to write those survey analysis blogs anymore (https://beta.openai.com/playground/p/w2tNHzzV7DXsz63ZWQfKGpD4?model=text-davinci-003). Relevant to your Interests Elastic Earnings (https://twitter.com/jaminball/status/1598068640137428992?s=46&t=eFF6wBlhOCFaLPPQf7nSLQ) Snowflake Earnings (https://twitter.com/jaminball/status/1598348082839977984?s=20&t=3ZTOl6JnPJu8vtcP7YUC4Q) IBM and Maersk Abandon Ship on TradeLens Logistics Blockchain (https://www.coindesk.com/business/2022/11/30/ibm-and-maersk-abandon-ship-on-tradelens-logistics-blockchain/) OpenStack cloud sees explosive growth (https://www.zdnet.com/article/openstack-cloud-sees-explosive-growth/) Amazon EC2 Instance Types - Amazon Web Services (https://aws.amazon.com/ec2/instance-types/?trk=3478554f-e06b-44d5-8171-41d0ea80c8c9&sc_channel=ps&s_kwcid=AL!4422!3!544066093425!p!!g!!graviton%20processor&ef_id=Cj0KCQiAvqGcBhCJARIsAFQ5ke48NKL5fH2ETDPdMavKJxSfxS6luQdG2ZGGW51UzVtV8ev8GSxc2ucaAqoCEALw_wcB:G:s&s_kwcid=AL!4422!3!544066093425!p!!g!!graviton%20processor) HYPR, the Leader in Phishing-Resistant MFA, Raises $25M (https://blog.hypr.com/press-releases/hypr-the-leader-in-phishing-resistant-mfa-raises-25m?_ga=2.20718968.1905140386.1669908801-1738015730.1669908801) Future is quietly shutting down (https://twitter.com/robaeprice/status/1598393044503502860) Andreessen Horowitz's buzzy tech publication Future is shutting down (https://www.businessinsider.com/a16z-future-closes-staff-exit-2022-11?international=true&r=US&IR=T) AWS launches Application Composer, a low-code tool for building serverless apps (https://techcrunch.com/2022/12/01/aws-launches-application-composer-a-low-code-tool-for-building-serverless-apps/) No one seemed to see Bret Taylor stepping away from Salesforce (even Marc Benioff) (https://techcrunch.com/2022/12/01/no-one-seemed-to-see-bret-taylor-stepping-away-from-salesforce-even-marc-benioff/) Major password manager LastPass suffered a breach — again (https://www.npr.org/2022/12/01/1140076375/major-password-manager-lastpass-suffered-a-breach-again) Here's everything AWS announced in its re:Invent data keynote (https://techcrunch.com/2022/11/30/heres-everything-aws-announced-today/) Cloudflare hikes prices by a quarter (https://www.theregister.com/2022/12/01/cloudflare_price_rises_annual_exemptions/) Twitter lawsuit (https://twitter.com/AkivaMCohen/status/1598487532764798983) the only cheat sheet you need (https://github.com/chubin/cheat.sh) Google Plans to Lay Off 10,000 'Poor Performing' Employees. Why That's a Big Lie, According to Harvard Professor (https://www.inc.com/nick-hobson/googles-plan-to-lay-off-10000-poor-performing-employees-is-based-on-a-big-lie-according-toharvard-professor.html) Broadcom again tries to quash VMware price rise rumors (https://www.theregister.com/2022/12/01/vmware_broadcom_prices_nutanix_q123/) Rackspace email outage continues as migrations prove hard (https://www.theregister.com/2022/12/05/rackspace_hosted_exchange_security_update/) If Rowy has its way, if you can use Excel, you can build software (https://techcrunch.com/2022/12/05/rowy-pre-seed/) Axiom launches its automated identity and access management platform (https://techcrunch.com/2022/12/06/axiom-launches-its-automated-identity-and-access-management-platform/) The E-Mail Newsletter for the Mogul Set (https://www.newyorker.com/news/annals-of-communications/the-e-mail-newsletter-for-the-mogul-set) The EU hosted a 24-hour party in its $400,000 metaverse to appeal to young people, but pretty much no one showed up (https://www.businessinsider.com/eu-hosts-400000-metaverse-party-barely-anyone-shows-up-2022-12) mIRC ended its lifetime license agreement with all who purchased its software 10 years out (https://www.pocnetwork.net/internet-news/mirc-ended-its-lifetime-license-agreement-with-all-who-purchased-its-software-10-years-out/) Security compliance and automation platform Drata nabs $200M at $2B valuation (https://techcrunch.com/2022/12/07/security-compliance-and-automation-platform-drata-nabs-200m-at-2b-valuation/) 9 insights on real world container use (https://www.datadoghq.com/container-report/) Bret Taylor to step down as Salesforce co-CEO (https://www.axios.com/2022/11/30/bret-taylor-salesforce-ceo-step-down?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axioslogin&stream=top) Tableau Software CEO Mark Nelson steps down (https://www.geekwire.com/2022/tableau-software-ceo-mark-nelson-steps-down/) Confirmed: Slack CEO Stewart Butterfield stepping down in January (https://techcrunch.com/2022/12/05/report-slack-ceo-stewart-butterfield-stepping-down-in-january/) Microsoft Teams adds free communities feature to take on Facebook and Discord (https://www.theverge.com/2022/12/7/23497938/microsoft-teams-communities-feature) Nonsense Advent of Code (https://adventofcode.com/2022) The difference between a snafu, a shitshow, and a clusterfuck (https://qz.com/work/1225213/the-difference-between-a-snafu-a-shitshow-and-a-clusterfuck/) Dangerously Advanced Git (https://twitter.com/QuinnyPig/status/1598382103829544961?s=20&t=3ZTOl6JnPJu8vtcP7YUC4Q) Conferences THAT Conference Texas Speakers and Schedule (https://that.us/events/tx/2023/schedule/), Round Rock, TX Jan 15th-18th Use code SDT for 5% off New State of Open Con 2023, (https://stateofopencon.com/sponsors/) London, UK, February 7th-8th 2023 CloudNativeSecurityCon North America (https://events.linuxfoundation.org/cloudnativesecuritycon-north-america/), Seattle, Feb 1 – 2, 2023 DevOpsDays Birmingham, AL 2023 (https://devopsdays.org/events/2023-birmingham-al/welcome/), April 20 - 21, 2023 Listener Feedback Send “End of Year” listener questions to questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com). Tim recommends Stratechery (with Ben Thompson) | Acquired Podcast (https://www.acquired.fm/episodes/stratechery-with-ben-thompson) SDT news & hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you free laptop stickers! Follow us on Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://twitter.com/softwaredeftalk), Instagram (https://www.instagram.com/softwaredefinedtalk/), LinkedIn (https://www.linkedin.com/company/software-defined-talk/) and YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured). Use the code SDT to get $20 off Coté's book, Digital WTF (https://leanpub.com/digitalwtf/c/sdt), so $5 total. Become a sponsor of Software Defined Talk (https://www.softwaredefinedtalk.com/ads)! Recommendations Brandon: Large Mouse Pad (https://www.amazon.com/dp/B0788LMLZL?psc=1&ref=ppx_yo2ov_dt_b_product_details) Matt: Ze Frank's True Facts: Tarantulas (https://www.youtube.com/watch?v=EhJYtmZuhV4) Sriracha History (https://www.vice.com/en/article/zmj4ae/the-story-of-sriracha-is-the-story-of-america) Coté: CleanShot X (https://cleanshot.com/) Photo Credits Header (https://unsplash.com/photos/LOHduxdd73s) CoverArt (https://unsplash.com/photos/tGBXiHcPKrM)

This is a free preview of a paid episode. To hear more, visit houseofstrauss.substack.comAndrew Sharp has a very particular set of skills, which is why Ben Thompson of Stratechery tapped him for a bold new podcast venture. Given that Sharp is, admittedly, not a tech expert, what is he doing co-hosting a tech podcast? Moreover, why is he ideal for such a role? Our conversation includes, but is not limited to: Sharp's odd knack for being a pod wingmanThe Twitter files (Some of the conversation might be a sequel to last week with Ryan)* Why Sharp's given himself over to the Elon News Era* Why we both think Musk is being dishonest in self presentation * Somehow we end up talking Trump* Is Elon 200 IQ Trump? * Civility is good* Is the “Karen” era on Twitter over? * The old Twitter days* The height of Grantland and its aftermath* We go long on LeBron* Why did Nike and the NBA bury Giannis' rise?

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.

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.

Ben remembers why he believes in the future of VR, Andrew remembers why he's not a fan the metaverse movement, listeners wonder about possibilities at Apple and beyond, and Ben offers guidance on tech travel kit best practices.

Why it may make sense to sell Netflix, Apple TV, Paramount Plus and other streamers as one product, why cable may (or may not) be the intermediary brokering the sale, questions for the future of live sports rights. Then, an answer to listeners who have questions about the new era of Stratechery.

This week on The Download: New TikTok Trademark Could mean new streaming service, third-party cookies get a stay of execution from Google, Apple App Store ads could signal Apple Podcasts' future, and two perspectives on the downturn ad economy.  New TikTok App Trademark Manuela: Last Thursday Dan Whateley and Amanda Perelli, writing for Business Insider, covered a new trademark application for a service called TikTok Music. As the simplistic name suggests, TikTok parent company ByteDance could be looking to branch the TikTok brand out beyond its current relationship to music and create a fully-fledged streaming platform.  “The idea that ByteDance would launch a standalone "TikTok Music" streaming service in the US to compete with players like Spotify and Apple Music isn't unfounded. It already runs a streaming app called Resso in three markets — India, Brazil, and Indonesia — that has been grabbing market share from other streamers in the past year.” While nothing has been formally announced or set in stone, the sources Perelli and Whateley contacted for their story suggest it's highly unlikely ByteDance would file such a trademark. Filing in the US and Australia wouldn't happen without a strong chance the company meant for it to come to fruition. Then there's the matter of this move making perfect sense for TikTok.  Why cover this on The Download? Well, in addition to the general fact TikTok is slowly devouring the online world, it's coming for audio specifically and the trademark application lists, among other things, the proposed new app's ability to stream: “downloadable mobile applications providing podcast and radio broadcast content.” What remains to be seen is what the TikTok version of ‘a podcast' will be. Google Delays Cookie Death Again Shreya: Once again we won't be seeing the death of third-party cookies, as Google has delayed their death blow for another year. Last Wednesday The Verge's Richard Lawler covered the story in the article “Google delays blocking third-party cookies again, now targeting late 2024.”  “The plan is to expand the group of Chrome users who have Privacy Sandbox APIs enabled to “millions of users globally” starting in August, then gradually opt more people in throughout the rest of the year and into 2023, giving the publishers and developers of these sites time to find out how the technology works before the APIs are “generally available” by Q3 of 2023.”  With this second delay third-party cookies are becoming the shoe that refuses to drop in advertising. While podcasting doesn't depend on cookies per se, the ability to track individual consumers remains an expectation of digital marketers who don't want to see the genie go back into the bottle. If it does, podcasts are on equal footing with mobile and web ads, and all will have to do the work to target the right consumers. Apple App Store Ad Offerings Signal Podcast Future Manuela: This Tuesday's issue of Stratechery covers many sections of the Apple earnings call, but one particular section stuck out to The Download: Apple's new advertising slots. The new slots are detailed by 9to5Mac's Chance Miller. “Apple is expanding its advertising business and adding two new ad slots to the App Store. Currently, the App Store has two ad slots: one on the main ‘Search' tab and one in the Search results. The two new App Store ads announced today will bring advertisements to the App Store ‘Today' homepage, as well as to individual app pages.”  While the App Store and Apple Podcasts are different services, this change could signal a shift in the winds over in the podcasting world. Currently there are no ads in Apple Podcasts. Apple also puts considerable time into featuring podcasts in places ads would normally appear at no charge. Years of careful curation and optimal placement have caused those spots to become incredibly coveted. By making some of those spaces available for purchase - through search or the home page, or even on pages for OTHER podcasts - Apple would unlock a large revenue opportunity for themselves outside of subscriptions, and provide a new for-pay opportunity for podcast promotion. Ad Economy Downturn Dual Perspectives Shreya: On Monday Digiday's Seb Joseph posted “The downturn ad economy: A tale of two narratives.”  “There are two competing narratives on advertising at the moment. They sit uneasily with each other. But both are correct. Ad dollars are being spent, but they're also being cut. Yes, these two things can be true at the same time. No, the latter perspective doesn't make the former any less valid or vice versa. Really, it's a matter of perspective.”  The two warring perspectives in Joseph's piece are that of the big holding companies and agencies versus the platforms. Both are staring down the barrel of a recession and have different reactions.  “It's no surprise that the marketers who can afford to advertise now are trying to make the most of it.  They're spending ad dollars, rather than looking to pull them. Indeed, economic slumps are usually the best chance to buy share of voice cheaply at the same time rivals reduce their own. It's a cliche for a reason.   Otherwise, Unilever wouldn't have splurged £169.73 million ($206.7 million) on advertising in the first half of the year alone. Coca-Cola did so mething similar, as did McDonald's. The largest advertisers will try and advertise their way through the downturn — to a point, at least.”  Podcasting is platform-heavy, working diligently to get the big advertisers to shift their spending into podcasting. Yet those platform peers are the ones getting the short end of the stick when it comes to ad cuts.  “To survive, companies are cutting costs, including advertising. When these companies advertise, they tend to do so online first and foremost. SMEs and DTCs are nothing but digital-first in many respects. So when these businesses feel the effects of adverse conditions, so do the platforms they advertise on.” When those in the podcasting industry talk about the push for bigger advertisers in our space, it's not only for growth: it's to weather the storm. If some of those spend-through-the-storm big fish can be directed to our corner of the world, they'll keep multiple industries afloat. Quick Hits Section Manuela: Finally, it's time for our semi-regular roundup of articles we're calling Quick Hits. These are articles that didn't quite make the cut for today's episode, but are still worth including in your weekend reading. This week's four great reads are:  First: Google Begins Interest Group-Based Ad Experiment by Laurie Sullivan. Google is testing grouping users into interest groups (the article gives “custom bikes” as an example).This has implications for podcasting. What would be a great way to reach custom bike fans? A custom bike podcast.  Podcasting has a window to figure this stuff out.  Clear your calendar for the afternoon of August 16th as the Latino Podcast Listener Report 2022 is coming your way. The presentation, co-hosted by Gabriel Soto, Edison Research Senior Director of Research, and my co-host on La Descarga, as well as She Podcasts cofounder Elsie Escobar. Registration is open now.  Also: Podcasts are testing out-of-home ads to reach broader audiences by Alyssa Meyers. In a previous episode we touched on the story of Slow Burn buying a billboard to promote their season on Shirley Wheeler in Roe v. Wade battleground states. This covers the wider trend of podcasts dipping their toes in out-of-home advertising, first highlighted by James Cridland over in Podnews. The habit is growing and catching more attention, though it comes with - ironically - less metrics than the already small amount of fingerprinting traditional podcast advertising comes with.  Finally: How Slate's Charlie Kammerer is prioritizing frequency to boost podcast revenue by Kayleigh Barber. In a piece that rarely happens in mainstream podcast coverage, Slate's Charlie Kammerer talks through the outlet's podcasting strategy. Of note is the approach that shows integrated value, using podcast paywalls to drive subscriptions of Slate overall.  The Download is a production of Sounds Profitable. Today's episode was hosted by Shreya Sharma and Manuela Bedoya, and the script was written by Gavin Gaddis. Bryan Barletta and Tom Webster are the executive producers of The Download from Sounds Profitable. Special thanks to our media host, Omny Studio. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Daman has two public roles: Helping out Ben Thompson with Thompson’s world-beating tech newsletter, Stratechery, and troll-fully supporting the Lakers on Twitter. He’s a brilliant guy, with a mind trained for optimization, so I hit him up when I have business questions. This discussion is in that vein. In it, we discuss: Why do tech bros love narrated articles? How Daman trained his mind to listen to pods at super fast speeds Why are journalists afraid to go subscription model?Going for Likes vs. Going for DollarsWho’s winning the streaming wars? On whether the Binge Model was a mistake How does the NBA create events within its regular season? On if ESPN is too big (a monopoly on tv rights) to failThe NFL bullying the NBAIs Woj too big to fail? LIV as player empowerment in golfCould LIV happen in golf? Daman vs. Kevin Durant on the concept of leadershipDid Deadspinism kill the concept of character in sports? KD as man without a country This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit houseofstrauss.substack.com/subscribe

How do you balance rationality and irrationality as a business leader? How do you position your company and product to disrupt the market? Kipp and Kieran go on a deep dive on how playing it safe is actually hurting your business, how to know when to hire a head of marketing vs. a product marketer, using emotions to position your product, and more! Plus, We answer one of YOUR questions. Shoutout to Fanny Kuhn for leaving their review! Do you want to be the next featured listener question? Leave your questions in the reviews and we may feature you next. Links Mentioned: Loom https://www.loom.com/  Sapiens by Yuval Noah Harari https://www.ynharari.com/book/sapiens-2/  The Hard Things About The Hard Things by Ben Horrowitz https://a16z.com/book/the-hard-thing-about-hard-things/  Hooked by Nir Eyal https://www.nirandfar.com/hooked/  Rework by Jason Fried https://www.amazon.com/Rework-Jason-Fried/dp/0307463745  The Platform Revolution https://www.amazon.com/Platform-Revolution-Networked-Markets-Transforming/dp/0393249131  Stratechery https://stratechery.com/  Not Boring Newsletter https://www.notboring.co/  The Hustle Newsletter https://thehustle.co/  Milk Road Newsletter https://www.milkroad.com/  Positioning The Battle for your Mind by Al Ries https://www.amazon.com/Positioning-Battle-Your-Al-Ries/dp/0071373586  Ready Player One by Ernest Cline https://www.amazon.com/Ready-Player-One-Ernest-Cline/dp/0307887448  Principles for The Changing World Order by Ray Dalio https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276  Shoe Dog by Phil Knight https://www.amazon.com/Shoe-Dog-Memoir-Creator-NIKE/dp/1471146723/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1654105299&sr=1-1  Direct Mail Copy That Sells by Herschell Gordon Lewis https://www.amazon.com/Direct-Mail-Copy-That-Sells/dp/0132147505/ref=sr_1_3?crid=2544SEVJ4RL7Q&keywords=Direct+Mail+Copy+That+Sells&qid=1654105342&s=books&sprefix=direct+mail+copy+that+sells%2Cstripbooks%2C68&sr=1-3  On Writing Well by William Zinsser https://www.amazon.com/Writing-Well-Classic-Guide-Nonfiction/dp/0060891548/ref=sr_1_1?crid=30RQWSPYFT6FV&keywords=on+writing+well&qid=1654105374&s=books&sprefix=on+writing+well%2Cstripbooks%2C78&sr=1-1  New Rules of Marketing PR by David Meerman Scott https://www.davidmeermanscott.com/books/the-new-rules-of-marketing-and-pr  The Rational Optimist by Matt Ridley https://www.amazon.com/Rational-Optimist-Prosperity-Evolves-P-s/dp/0061452068  Twitter Blue https://help.twitter.com/en/using-twitter/twitter-blue  Thank you for tuning into Marketing Against The Grain! Don't forget to hit subscribe and follow us on Apple Podcasts (so you never miss an episode)! https://podcasts.apple.com/us/podcast/marketing-against-the-grain/id1616700934  If you love this show, please leave us a 5-Star Review https://link.chtbl.com/h9_sjBKH and share your favorite episodes with friends. We really appreciate your support. Links: Kipp Bodnar, https://twitter.com/kippbodnar  Kieran Flanagan, https://twitter.com/searchbrat ‘Marketing Against The Grain' is a HubSpot Original Podcast // Brought to you by The HubSpot Podcast Network // Produced by Darren Clarke.

By 2012, NVIDIA was on a decade-long road to nowhere. Or so most rational observers of the company thought. CEO Jensen Huang was plowing all the cash from the company's gaming business into building a highly speculative platform with few clear use cases and no obviously large market opportunity. And then... a miracle happened. A miracle that led not only to Nvidia becoming the 8th largest market cap company in the world, but also nearly every internet and technology innovation that's happened in the decade since. Machines learned how to learn. And they learned it... on Nvidia. PSA: We're doing an ARENA SHOW!! May 4th, 2022 in Seattle (Star Wars day). All proceeds go to charity. We'd love to see you there! If you want more Acquired, you can follow our newly 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 10, Vanta! Vanta is the leader in automated security compliance – making SOC 2, HIPAA, GDPR, and more a breeze for startups and organizations of all sizes. You might say they're like the “AWS of security and compliance”. Everyone in the Acquired community can get 10% off using this link. Thank you as well to Vouch and to SoftBank Latin America! Links: Ben Thompson's great Stratechery interview with Jensen Linus Tech Tips tests an Nvidia A100 Episode sources Carve Outs: The Expanse short story collection, Memory's Legion Sony RX100 point-and-shoot camera ‍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.

Today, Dee and Anand layout their Coachella plans, then, the gentlemen discuss Elon's bid for Twitter, Peloton's subscription fee shuffle, Amazon's gas and inflation surcharge, Tinder's festival mode, and this week's Winners, Losers, Content. Timeline of What Was Discussed: Coachella, we back! (1:11)  The BLOCKBUSTER news of the century! Elon vs. Twitter. (15:33)  Peloton continues to falter. (29:54)  People are spending less money. (31:42)  It's a bad sign for small businesses when Amazon is affected by inflation. (37:05)  The highly anticipated Ethereum upgrade is coming! (38:30)  Tinder to launch Festival Mode. (40:42)  Winners, Losers, and Content Recommendations. (44:25)  Related Links/Products Mentioned  Elon Musk says he's ‘not sure' he'll be able to buy Twitter after $43 billion bid, teases a plan B  Stratechery by Ben Thompson  Elon Musk talks Twitter, Tesla and the future at TED2022  Peloton is raising subscription fees while cutting prices for its Bikes and other equipment  Peloton is increasing its subscription fees  Retail Sales Rise 0.5% in March Amid Soaring Inflation  Amazon CEO Andy Jassy says costs from pandemic, inflation and war are too high for company to absorb  Amazon adds 5% 'fuel and inflation surcharge' to seller fees  Highly-anticipated Ethereum upgrade date will be sometime after June  Tinder is launching a new feature called Festival Mode  A$AP Rocky accused of cheating on pregnant girlfriend Rihanna  Connect with Group Chat! Watch The Pod #1 Newsletter In The World For The Gram Tweet With Us Exclusive Facebook Content We're @groupchatpod on Snapchat

Well, that escalated quickly. Days after Elon Musk become the single largest individual shareholder of Twitter, he has offered to buy the company and take it private. Wait, what? Derek welcomes Stratechery writer Ben Thompson (no relation) to break down the news. Ben explains why Twitter is one of the most important companies in the world, why it's so undervalued, and what Musk could do with it privately. Then we make some predictions. Host: Derek Thompson Guest: Ben Thompson Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices