(Preview) Mailbag: Building Toward Self-Driving Computers, Capitalism and Its Trade-Offs, The Reels-ification of 'X'Andrew Sharp and Ben Thompson
(Preview) Anduril and the Lattice Partner Program, A New Direction for Defense Tech, OpenAI Introduces ChatGPT ProAndrew Sharp and Ben Thompson
(Preview) Google’s Willow Chip, Drones as a Platform and Anduril Follow-Up, Building Inside and Outside Silicon ValleyAndrew Sharp and Ben Thompson
Holiday Mailbag: The Next Intel, Google’s AI Revival, Modern Sportswriting, TSMC Mugs, Tutoring Takes, and Lots MoreAndrew Sharp and Ben Thompson
(Preview) What AI Could Mean for Aggregation Theory, o3 and Moore’s Law, More Questions Than Answers as Tech Enters 2025Andrew Sharp and Ben Thompson
(Preview) Meta’s Moderation Changes, Tech’s Evolving Political Calculus, The Importance and Difficulty of Maintaining Principles on the InternetAndrew Sharp and Ben Thompson
AI’s Uneven Arrival, TikTok’s Potential Departure, Xiaohongshu and the Delights of Cultural ExchangeAndrew Sharp and Ben Thompson
(Preview) A Long Weekend for TikTok, Preparing for Trump and an Era of Upheaval, LeBron James as an iPhoneAndrew Sharp and Ben Thompson
(Preview) The End of OpenAI and Microsoft, Risks and Rationale of the Stargate Project, DeepSeek-R1 and Bitter Lessons for the FutureAndrew Sharp and Ben Thompson
(Preview) 72 Hours of DeepSeek Hysteria, What DeepSeek Means for Big Tech, Lessons on the Efficacy of Chip ControlsAndrew Sharp and Ben Thompson
The End of DeepSeek Week: Moneyball for AI, The Future of Compute Demand, Geopolitical Reality Checks, and MoreAndrew Sharp and Ben Thompson
(Preview) Apple Abandons Its Smart Glasses, Google as the Yellow Pages, LLMs and the Overton WindowAndrew Sharp and Ben Thompson
(Preview) Experimenting With OpenAI’s Deep Research, Another ChatGPT Moment, Won’t Someone Think of the Entry-Level Employees?Andrew Sharp and Ben Thompson
(Preview) Xi Jinping and China's Tech Companies, The Long-Run Implications of the Chip Ban, and a Pessimistic Outlook for TaiwanAndrew Sharp and Ben Thompson
(Preview) Apple’s Answer to the UK, Encryption History and Privacy’s Future, Waiting for Drone Delivery in the U.S.Andrew Sharp and Ben Thompson
AI Promises and Chip Precariousness, Policy Recommendations and a Changing World, Concerns and CounterpointsAndrew Sharp and Ben Thompson
(Preview) Amazon Introduces an AI-Powered Alexa, Is OpenAI the New BlackBerry?, The Social Costs of Removing FrictionAndrew Sharp and Ben Thompson
(Preview) YouTube Shall Inherit the Earth, NBC’s Peacock Strategy Then and Now, The Grim Future for Cable NetworksAndrew Sharp and Ben Thompson
(Preview) The Murky Future for the NBA, A Variety of Notes on Apple and AI, In Defense of Tech That Removes FrictionAndrew Sharp and Ben Thompson
Apple History and Apple Psychology, How Apple Should Capitalize On Its AI Potential, Why It Probably Won'tAndrew Sharp and Ben Thompson
(Preview) Should Apple Buy Perplexity?, What Apple Could Learn from IBM, Vision Pro and Its VaporwareAndrew Sharp and Ben Thompson
(Preview) Deep Research and OpenAI's Business Model, A Counterpoint on White Collar Concerns, The Future of Cognition and CompanionshipAndrew Sharp and Ben Thompson
(Preview) Why Google Wants Wiz for $32 Billion, Xbox One and Bygone Streaming Hardware Dreams, Immortality and Daylight Saving TimeAndrew Sharp and Ben Thompson
(Preview) The Delights of Images in GPT, The Future of Graphic Design, Signal and Multiple Dimensions of SecurityAndrew Sharp and Ben Thompson
(Preview) xAI Buys X, The Bitter Lesson for Everyone, Everywhere, Google’s Only Hope in AIAndrew Sharp and Ben Thompson
American Disruption, Tech’s Manufacturing History in Asia, The Power of Demand in an Uncertain FutureAndrew Sharp and Ben Thompson
(Preview) Apple Gets a Temporary Reprieve, The End of Internet 2.0, An Incomplete Tech Blog Post CanonAndrew Sharp and Ben Thompson
Three Eras of Facebook (and the Internet), The Problems with FTC v. Meta, The Realities of Perfect CompetitionAndrew Sharp and Ben Thompson
(Preview) What Memory Can Do for ChatGPT, OpenAI's Future and Google's Circles Past, What College Football Can Teach Us About TechAndrew Sharp and Ben Thompson
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook QuestionAndrew Sharp and Ben Thompson
(Preview) All About AI Companions: Personalization Upsides, Dystopian Downsides, AI Therapy, Advertising Tension, and Lots MoreAndrew Sharp and Ben Thompson
(Preview) Meta and Its Many Plans in AI, Apple Gets Hammered in Court, The Costs of Waiting to Do the Right ThingAndrew Sharp and Ben Thompson
(Preview) What’s Next for Apple and the App Store, The Risks of Continuing This Fight, More on Meta and Its AI VisionAndrew Sharp and Ben Thompson
Apple and the Power of Platforms, AI Comes for Google Search, ChatGPT Comes for Higher EducationAndrew Sharp and Ben Thompson
(Preview) Airbnb and Its Varied Ambitions, The High Agency Golden Era, HBO Max and the End of an ErrorAndrew Sharp and Ben Thompson
(Preview) The U.S. Partners with the Middle East in AI, Why OpenAI Is Acquiring Windsurf, Google’s Side of the Platform WarsAndrew Sharp and Ben Thompson
OpenAI Enters the Hardware Business, The Challenges and Opportunities for Jony Ive, Takeaways from Google I/O 2025Andrew Sharp and Ben Thompson
(Preview) The End of the Ad-Supported Internet, Imagining What Comes Next, A Human-AI Agent PSAAndrew Sharp and Ben Thompson
(Preview) Operation Spider's Web and Global Trade, More on io and Devices of the Future, The Allure of Sports on StreamingAndrew Sharp and Ben Thompson
(Preview) Nike’s Lessons on the Internet, Why Nike on Amazon Makes Sense, Meta and Anduril and Silicon Valley HistoryAndrew Sharp and Ben Thompson
Apple’s WWDC Retreat, Liquid Glass and One Question, Meta Puts $14.8 Billion Toward an AI ResetAndrew Sharp and Ben Thompson
(Preview) The Futures for Cursor and Perplexity, Multi Modality Dreams and Apple Possibilities, Normies Contemplate an AI FutureAndrew Sharp and Ben Thompson
(Preview) Meta Continues Its AI Spending Spree, More Fun with OpenAI and Microsoft, ‘Apple in China’ and Related MattersAndrew Sharp and Ben Thompson
(Preview) Justice for Software Engineers, The Various Futures of Vibe Coding, Questions at xAI and Progress for TeslaAndrew Sharp and Ben Thompson
A Big Ruling on LLM Training and Midsummer Mail on NBA Salaries in Tech, Starting from Scratch in 2025, and MoreAndrew Sharp and Ben Thompson
(Preview) Apple Searches for an AI Partner, A Second Fair Use Ruling and Reckoning with Reality, The F1 Movie and Related MattersAndrew Sharp and Ben Thompson
Windsurf Madness, Big Tech Wins as the Silicon Valley Ecosystem Erodes, Cloudflare Wants to Fix the Internet EconomyAndrew Sharp and Ben Thompson
(Preview) The Post-AI Internet Realities, How Future Creators Can Succeed, Mail on Startups, F1 Rights, and Alternative RockAndrew Sharp and Ben Thompson
Intel and the US Semi Future, Will Any Big Tech Incumbents Lose in an AI World?, Questions on Tea, Grok, and The RingerAndrew Sharp and Ben Thompson
(Preview) AI and the Winner’s Curse, Google’s Genie 3 Breakthrough, Questions on Intel, Fertility Rates, and Banning AdvertisingAndrew Sharp and Ben Thompson
Facebook is Dead; Long Live Meta, Does OpenAI Need to Log Off?, Questions on Bubbles, Blackberry, and Bell LabsAndrew Sharp and Ben Thompson
Why Nvidia Wants to Sell Chips to China, Answering Intel Objections, KPop Demon Hunters Conquers the WorldAndrew Sharp and Ben Thompson
(Preview) Google and Apple Avert Disaster, More on Kpop Demon Hunters and Hollywood, Mail on Microsoft, Adobe and ASMLAndrew Sharp and Ben Thompson
(Preview) New iPhones and an Absence of Awe, How Oracle Wins in the AI Era, Questions on MidJourney, Meta, and ArmageddonAndrew Sharp and Ben Thompson
(Preview) Meta Doubles Down on Smart Glasses, Nvidia Partners with Intel, Notes on the Hidden YouTube ColossusAndrew Sharp and Ben Thompson
(Preview) Video's Ongoing Victory Over Text, Google and YouTube's Abundance of Opportunity, Six Questions About an AI BubbleAndrew Sharp and Ben Thompson
(Preview) Sora 2 and an AI Video Boom, Meta’s Vibes One Week Later, Questions on TikTok, Solar Power, and the iPhone AirAndrew Sharp and Ben Thompson
(Preview) OpenAI Astride the World, Infrastructure Buildouts and Boundless Ambitions, More on Sora and CreationAndrew Sharp and Ben Thompson
(Preview) How America Lost Rare Earths, Netflix Partners with Spotify and Bill Simmons, What Comes Next in the Robotaxi WarsAndrew Sharp and Ben Thompson
(Preview) Understanding the AWS Outage, Resiliency Realities and Innovation Urgency, F1 Heads to Apple TVAndrew Sharp and Ben Thompson
(Preview) The Hidden Benefits of Bubble Economics, Microsoft and OpenAI Make a Deal, Notes on Taylor Sheridan, Sora, and NexperiaAndrew Sharp and Ben Thompson
(Preview) OpenAI Wants Help from the Government, Apple Taps Google for AI, Q&A on Bubbles, Amazon Groceries, and YouTube TVAndrew Sharp and Ben Thompson
(Preview) How Apple Changed the Cellular Economy, What SpaceX Wants to Do With Spectrum, Airlines and Carriers, Yann LeCun Departs MetaAndrew Sharp and Ben Thompson
(Preview) Google Starts Dancing, The Winners and Losers of Gemini Week, OpenAI Has an Advertising ProblemAndrew Sharp and Ben Thompson
(Preview) How Tech is Transforming the Suburbs, Q&A on Gemini, LLM Use Cases, Working With Your In-Laws, UAPs, and MoreAndrew Sharp and Ben Thompson
(Preview) OpenAI Declares a ‘Code Red,’ Alan Dye Leaves Apple for Meta, Questions on Tranium 3, Substack, and F1Andrew Sharp and Ben Thompson
Mailbag: Adobe and Antitrust, Engagement Quality vs. Quantity, The Cult of Musk, Porcupine LoreAndrew Sharp and Ben Thompson
Mailbag: Apple Privacy Counterpoint, Covid and Content Moderation, Phoenix Suns Sale, Justice for GamersAndrew Sharp and Ben Thompson
Mailbag: Two Musk Questions, Streaming Follow Up, Ad-Supported Businesses, Interrogating Andrew on TechAndrew Sharp and Ben Thompson
Mailbag: Metaverse Week Concludes, A Hater's Take on Virtual Reality, The Apple Question, Touring the Stratechery Travel KitAndrew Sharp and Ben Thompson
Mailbag: Chip Ban Follow Up, What About Tik Tok?, Validating AI Work Product, Coaches and GMs as CEOsAndrew Sharp and Ben Thompson
Mailbag: How to Read an Earnings Report, TikTok's ATT Challenges, The Net Impact of Social Media, Lessons of a Young Tech EmployeeAndrew Sharp and Ben Thompson
Mailbag: Down the 230 Rabbit Hole, A Third Door Moderation Approach, Twitter Follow-Up, Andrew Responds to the Nicest Angry Emails EverAndrew Sharp and Ben Thompson
Making Sense of the FTX Catastrophe and a Reality Check on Twitter Under MuskAndrew Sharp and Ben Thompson
A Closer Look at Opendoor and Cloudflare and Responses to Your FTX EmailsAndrew Sharp and Ben Thompson
Mailbag: A Premature Twitter Eulogy, Netflix in Theaters, Buy or Sell: Strategy Consultants, The Six People You Meet in a Group ChatAndrew Sharp and Ben Thompson
Apple's Exposure in a Musk War, Alexa: Find 10 Billion Dollars, YouTube’s Rev Share Model, The Next Great Tech MovieAndrew Sharp and Ben Thompson
A Beginner’s Guide to ChatGPT: How It Works, Why Tech Twitter is Euphoric, and What the Next Challenges Look LikeAndrew Sharp and Ben Thompson
When AI Moves Faster than Products, Microsoft's Evil Genius, Australian Rules for America's Ad Market, Questions on YouTube/Twitter/SpotifyAndrew Sharp and Ben Thompson
Making Advanced Microchips in Arizona and Imagining a Remote Work FutureAndrew Sharp and Ben Thompson
The Past/Present/Future of Tech Antitrust Arguments and More on TSMC in ArizonaAndrew Sharp and Ben Thompson
Another Weekend with Musk: More Chaos, Fewer Options, and an Object Lesson in the Importance of PrinciplesAndrew Sharp and Ben Thompson
Sharp Tech Holiday Hoopla: Gift Recs and YouTube TV, Microchips and Remote Work, Could ChatGPT Run a Basketball Team?Andrew Sharp and Ben Thompson
GPT in 2023: A Marriage with Microsoft, The Bull and Bear Case for Google, Compute Questions and MoreAndrew Sharp and Ben Thompson