Andrew and Ben begin with reactions to OpenAI's Sora 2, a new Sora app, and more thoughts on last week’s ‘Vibes’ release from MetaAI. Topics include: Parallels between Sora 2 and the GPT 3.5 release in 2022, responding to a sample of disgusted MetaAI 'Vibes' reactions, why OpenAI is investing in short form video, why the threat to Meta is clearer than ever, and fair questions about Mark Zuckerberg's leadership after the last several years. At the end: TikTok’s business prospects and security concerns, solar power possibilities for AI infrastructure, Ben's shocking embrace of the iPhone Air, and a Sharp Tech x Oreo crossover.

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@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Sora 2 is here — OpenAI

Sora the App, Sonnet 4.5 and the Question of Models as Processors — Stratechery Update

Emergency Pod: Instant Reactions to MetaAI Vibes — Sharp Tech

The TikTok War — Stratechery

An Interview with Terraform Industries CEO Casey Handmer About the Solar Energy Revolution — Stratechery Interview

An Interview with Ben Bajarin About AI Infrastructure — Stratechery Interview

Ben Buys an iPhone — Dithering

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