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Intel and the US Semi Future, Will Any Big Tech Incumbents Lose in an AI World?, Questions on Tea, Grok, and The Ringer

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Manage episode 497400671 series 3397080
Content provided by Andrew Sharp and Ben Thompson, Andrew Sharp, and Ben Thompson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Sharp and Ben Thompson, Andrew Sharp, and Ben Thompson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk, Asianometry, and Dithering.


To email the show: [email protected]


@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube


TSMC Earnings; A16 and TSMC’s Approach to Backside Power; Intel Earnings, Architecture, and AI — Stratechery Update

Tesla and Samsung, Customer Service and Intel, The U.S. Semi Supply Chain — Stratechery Update

Google Earnings, Google Flips the Switch on Cloud, Search Notes — Stratechery Update

The End of the Beginning — Stratechery

Meme Stocks Are Back — Bloomberg

Grantland and the (Surprising) Future of Publishing — Stratechery



Subscription Information

Member: Lewis Bird
Email: [email protected]

Manage your account

  continue reading

245 episodes

Artwork
iconShare
 
Manage episode 497400671 series 3397080
Content provided by Andrew Sharp and Ben Thompson, Andrew Sharp, and Ben Thompson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Sharp and Ben Thompson, Andrew Sharp, and Ben Thompson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk, Asianometry, and Dithering.


To email the show: [email protected]


@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube


TSMC Earnings; A16 and TSMC’s Approach to Backside Power; Intel Earnings, Architecture, and AI — Stratechery Update

Tesla and Samsung, Customer Service and Intel, The U.S. Semi Supply Chain — Stratechery Update

Google Earnings, Google Flips the Switch on Cloud, Search Notes — Stratechery Update

The End of the Beginning — Stratechery

Meme Stocks Are Back — Bloomberg

Grantland and the (Surprising) Future of Publishing — Stratechery



Subscription Information

Member: Lewis Bird
Email: [email protected]

Manage your account

  continue reading

245 episodes

All episodes

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