A podcast about understanding how tech works and the way it is changing the world. Hosted by Andrew Sharp with Ben Thompson.
116 episodes transcribedParsing the good and bad from Q4 earnings announced by Netflix late last week, dreaming of a free, ad-supported Netflix in the future, what Reed Hasti...
A question about the "Svengali of tech" spawns an overview of ARM and the roots of its business model, follow-up to this week's Amazon conversation, a...
Amazon after a rocky 12 months and on the verge of 18,000 layoffs, whether it's time for the business to mature beyond the Bezos' "Day 1" creed, plus...
Reactions to the structure of the rumored Microsoft-OpenAI investment, challenges and opportunities for Google as AI matures, what happens to the inte...
Last-minute tech gifts as a prelude to a gift-guide zag, YouTube TV and the implications of this week's Sunday Ticket news, the differences between re...
Unpacking another weekend of drama and incoherence at Twitter, various lessons to be drawn from these public controversies, whether a Twitter collapse...
The FTC's approach to Microsoft-Activision as a microcosm of broader questions and challenges, what Bell Labs history can tell us about future solutio...
Various questions after a new round of TSMC investments in the U.S., reactions to TSMC founder Morris Chang saying that “globalization is almost dead,...
More questions on ChatGPT and what the future of start-ups may look like, Microsoft's success and the added scrutiny that comes with acquisitions in t...
The Internet-wide reaction to ChatGPT 3.5, how OpenAI has evolved and how its chat technology works, the UX challenge of contextualizing answers that...
Surveying the landscape after a week of Musk tweets and rumors of a Musk-Cook summit, Amazon has a $10 billion Alexa problem, and Ben and Andrew are a...
The legend of Bob Iger and the recent history of Bob Chapek, why Disney stock went up last week (but not by much), ESPN and Disney+ in the shadow of t...
The night Twitter was laid to rest, TV in movie theaters and the debate over David Zaslav, whether strategy consultants are useful, and celebrating Th...
A closer look at Opendoor in the midst of its biggest challenge yet, the state of Twilio and Cloudflare, excellent pushback on claims that crypto does...
The implications of a straight-forward case of fraud, what Sam Bankman-Fried and FTX teach us about the dangers of conflation, why and how Twitter is...
An email about Netflix spawns an extended overview of Spotify's present and future, a closer look at Apple Music's royalties messaging, reactions to t...
A question about Section 230 spawns expansive thoughts from Ben, a proposal for an alternate solution to moderation, new questions on Twitter as the M...
Reactions to $8/month for Twitter Blue, the fevered conversation around Musk’s ownership, whether Twitter should take even more risks as a private com...
How Ben reads an earnings report, the various challenges that might unsettle TikTok investors, an extended debate on whether Twitter and Facebook have...
Google's core business is sound but YouTube's numbers are murkier, the bull case for Meta as the market runs the other way, and a fair and balanced lo...
