Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Google I/O, Google’s Strengths and Weaknesses, AI Search — Stratechery Update DJ Marc Rebi…

I routinely speak to over a hundred leaders from all over the world to get a "vibe check." Sometimes, I realize some of them are stuck in a high-tech version of Groundhog Day. Are you as well? Check out this week's short episode about making progress. Last chance to register to my free live session: Sparing the midnight oil! Grab a copy of my books…

Reactions to the GPT-4o demo, a reminder that OpenAI looks more and more like a consumer tech company, and questions about a potential partnership with Apple. At the end: A follow-up on Apple’s ads, and an emailer defends the Bumble CEO. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Introdu…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Meet the New iPad Pro — X: @tim_cook The iPad Commercial in Reverse — X: @rob_keyes Apple’…

A question about Apple sentiment in China spawns memories of Apple's entrance to Japan, the utility of the iPad as a Mac replacement (and why the Vision Pro would be the better option for that job), plus Apple acquisitions, Apple's growth premium, and where, exactly, Meta is spending all that money in the Metaverse. To email the show: email@sharpte…

Your personal system is crucial to being an effective leader and getting things done. As a geek, I like viewing our routines and habits from this point of view, and it helps me find areas where executives can make considerable upgrades in their day-to-day. This week's podcast episode discusses a few such "modules" you might want to upgrade and how …

Parsing the latest reports on the battle for the NBA's next round of broadcast rights, a question about the NBA schedule and how the league should think about competing with the NFL, and the implications of an increasingly bleak outlook for regional sports networks. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratech…

Don't go off creating or filling positions by cargo-culting what you see in other companies, assuming that's the right path forward. Similarly, if you're a tech executive, don't charge ahead going for a title or role that's not the right one for you or the company. Cultivating an effective executive team requires us to consider these three basic qu…

Ben proposes a potential update to Clayton Christensen's theory of disruption, why the latest round of Meta market skepticism is not as crazy as the last few episodes, questions about Facebook and Apple, and an emailer wonders whether Uber is the future aggregator for transportation and beyond. To email the show: email@sharptech.fm @SharpTechPodcas…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The Inside Story Of How Glen Taylor Sabotaged The Timberwolves Sale — Huddle Up An Intervi…

It takes two to tango, and you have to know how to lead or you're both going to end up on your behinds. This week's short podcast episode is about realizing your agency to unleash effective and rapid coaching. Stop waiting for spontaneous human improvement. Create it. Check out my free live session: Sparing the Midnight Oil! Grab a copy of my books…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Netflix Earnings, Netflix’s Reporting Change, Netflix’s Waiting Game — Stratechery Update …

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. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube MKBHDs For Everything — Stratechery Meta Myths — Stratechery Why Mic…

If you want to genuinely become an executive and be viewed as a peer to business partners, you're going to have to stop it with the binary options. The world's not black and white, and those who leverage and create a continuum of options are worth their weight in gold. Grab a copy of my books, Capitalizing Your Technology and The Tech Executive Ope…

The advertising possibilities that AI can unlock for Meta, Google and Amazon, why TikTok is interested in AI to create digital influencers, and looking to past technologies to predict the impact that AI will make on the economy. At the end: Two questions about chips, a story about EVs and British mechanics, and Scrabble. To email the show: email@sh…

Andrew and Ben turn to the emailers and answer questions on Jony Ive's post-Apple adventures, structural parallels between tech and the rise of journalists Shams Charania and Adrian Wojnarowski, Instagram's strategy for Reels, the information environment surrounding Neuralink, and the best approach to solving age verification for teenagers. To emai…

Making mistakes is an essential part of growing as a leader. Letting your people is something you have to live with to accelerate their growth. Nevertheless, that doesn't mean you're going to be in ostrich mode and ignore it all. Check out this week's short episode for three pitfalls to avoid. Grab a copy of my books, Capitalizing Your Technology a…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The Status of Just Walk Out, TSMC Gets CHIPS Act Grant — Stratechery Update The XZ Backdoo…

To email the show: email@sharptech.fm Scheduling Note: There will be only one episode of Sharp Tech this week @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube MLS on Vision Pro, The Vision Pro’s Missing Content, The Vision Pro’s DRI — Stratechery Update An Interview with Hugo Barra About a Career in Tech and the Future of VR — Str…

Sometimes, when you procrastinate or reject making a choice, that can open up new opportunities. Other times, that's a sign of weak leadership. How do you make the choice to choose? Check out this week's short podcast episode for some meta-thinking on upgrading your own decision-making. Grab a copy of my books, Capitalizing Your Technology and The …

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm Scheduling Note: There will be only one episode of Sharp Tech next week @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube United States v. A…

Hiring has changed dramatically. I for one am happy most people aren't spending 50% of their time interviewing and onboarding new hires. Nevertheless, it means that we need a different set of guidelines to handle growth correctly. Check out this week's episode to ensure you're on track to create a profitable product-engineering team as you grow it.…

A closer look at the US v. Apple complaint, including the good and bad of the introductory rhetoric, debate over the notion that consumers have co-signed Apple's control of the app store, text messaging technology, smartwatches, what Apple has always offered consumers, and the strategic decisions that made the company an attractive antitrust target…

An AI day for Sharp Tech. Topics include: Nvidia’s GTC and the Blackwell B200 GPU, Nvidia’s strategic calculus after achieving product market fit, whether Google missed a chance to market TPUs to a wider audience, the logic underlying Microsoft’s bizarre arrangement with Inflection AI, and Apple’s rumored talks about a partnership with Google Gemin…

The 10x engineer, the 10x leader, and the 10x strategy exist. However, they are often not easy to spot. Realizing that you don't need to come up with something that feels like someone from the future told you can actually increase your odds of achieving 10x work. For more on doing just that, check out this week's episode! Join my free live session:…

A closer look at Meta's strategy with WhatsApp, why Disney's failure to buy Google in 1999 shouldn't be surprising, Apple's doomed car project and attendant AI ambitions, and a question about the New York Times spawns discussion of the podcast industry, in general. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Strateche…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Reddit S-1, Reddit’s Prospects, Reddit Grows Up — Stratechery Update Congress Considering …

There are probably right now different issues that you're aware of that are allowed to fester and deteriorate. As you're busy putting out fires, the next wildfire is creeping up. That's what we get when we trade actual leadership for a simplistic greedy algorithm that only addresses things that have gone past the point of no return and must be solv…

Subscribe to Stratechery Plus to get all episodes of Sharp Tech, plus Stratechery Updates and Interviews, Sharp China, Greatest of All Talk and Dithering. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Congress Considering TikTok Ban, TikTok’s War, What Now? — Stratechery Update The TikTok W…

A closer look at Elon Musk’s lawsuit, why it will probably fail, and the OpenAI concerns Musk highlights that remain relevant. Then: Apple’s latest App Store crusade, some amateur psychology, and an emailer’s Google observation yields a Microsoft history lesson. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery …