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(Preview) What AI Could Mean for Aggregation Theory, o3 and Moore’s Law, More Questions Than Answers as Tech Enters 2025
Manage episode 459618137 series 3397080
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
2025 AI & Semiconductor Outlook — Fabricated Knowledge
Enterprise Philosophy and The First Wave of AI — Stratechery
ChatGPT Gets a Computer — Stratechery
The End of the Beginning — Stratechery
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Member: Lewis Bird
Email: lewb789@gmail.com
223 episodios
Manage episode 459618137 series 3397080
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
2025 AI & Semiconductor Outlook — Fabricated Knowledge
Enterprise Philosophy and The First Wave of AI — Stratechery
ChatGPT Gets a Computer — Stratechery
The End of the Beginning — Stratechery
- Add Stratechery to your podcast player
- Add Dithering to your podcast player
- Add Sharp China to your podcast player
- Add Greatest Of All Talk to your podcast player
Subscription Information
Member: Lewis Bird
Email: lewb789@gmail.com
223 episodios
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1 (Preview) What Memory Can Do for ChatGPT, OpenAI's Future and Google's Circles Past, What College Football Can Teach Us About Tech 16:00

1 Three Eras of Facebook (and the Internet), The Problems with FTC v. Meta, The Realities of Perfect Competition 1:09:24

1 (Preview) Apple Gets a Temporary Reprieve, The End of Internet 2.0, An Incomplete Tech Blog Post Canon 11:56

1 American Disruption, Tech’s Manufacturing History in Asia, The Power of Demand in an Uncertain Future 1:14:28

1 (Preview) The Delights of Images in GPT, The Future of Graphic Design, Signal and Multiple Dimensions of Security 9:08

1 (Preview) Why Google Wants Wiz for $32 Billion, Xbox One and Bygone Streaming Hardware Dreams, Immortality and Daylight Saving Time 13:33

1 (Preview) Deep Research and OpenAI's Business Model, A Counterpoint on White Collar Concerns, The Future of Cognition and Companionship 14:11

1 (Preview) Should Apple Buy Perplexity?, What Apple Could Learn from IBM, Vision Pro and Its Vaporware 14:47

1 Apple History and Apple Psychology, How Apple Should Capitalize On Its AI Potential, Why It Probably Won't 1:08:55

1 (Preview) The Murky Future for the NBA, A Variety of Notes on Apple and AI, In Defense of Tech That Removes Friction 11:36

1 (Preview) YouTube Shall Inherit the Earth, NBC’s Peacock Strategy Then and Now, The Grim Future for Cable Networks 14:22

1 (Preview) Amazon Introduces an AI-Powered Alexa, Is OpenAI the New BlackBerry?, The Social Costs of Removing Friction 12:40

1 AI Promises and Chip Precariousness, Policy Recommendations and a Changing World, Concerns and Counterpoints 1:25:55

1 (Preview) Apple’s Answer to the UK, Encryption History and Privacy’s Future, Waiting for Drone Delivery in the U.S. 14:02

1 (Preview) Xi Jinping and China's Tech Companies, The Long-Run Implications of the Chip Ban, and a Pessimistic Outlook for Taiwan 15:45

1 (Preview) Experimenting With OpenAI’s Deep Research, Another ChatGPT Moment, Won’t Someone Think of the Entry-Level Employees? 12:17

1 (Preview) Apple Abandons Its Smart Glasses, Google as the Yellow Pages, LLMs and the Overton Window 13:10

1 The End of DeepSeek Week: Moneyball for AI, The Future of Compute Demand, Geopolitical Reality Checks, and More 1:15:59

1 (Preview) 72 Hours of DeepSeek Hysteria, What DeepSeek Means for Big Tech, Lessons on the Efficacy of Chip Controls 12:05

1 (Preview) The End of OpenAI and Microsoft, Risks and Rationale of the Stargate Project, DeepSeek-R1 and Bitter Lessons for the Future 13:59

1 (Preview) A Long Weekend for TikTok, Preparing for Trump and an Era of Upheaval, LeBron James as an iPhone 10:52

1 AI’s Uneven Arrival, TikTok’s Potential Departure, Xiaohongshu and the Delights of Cultural Exchange 1:09:35

1 (Preview) Meta’s Moderation Changes, Tech’s Evolving Political Calculus, The Importance and Difficulty of Maintaining Principles on the Internet 14:41

1 (Preview) What AI Could Mean for Aggregation Theory, o3 and Moore’s Law, More Questions Than Answers as Tech Enters 2025 13:40

1 Holiday Mailbag: The Next Intel, Google’s AI Revival, Modern Sportswriting, TSMC Mugs, Tutoring Takes, and Lots More 1:40:09

1 (Preview) Google’s Willow Chip, Drones as a Platform and Anduril Follow-Up, Building Inside and Outside Silicon Valley 22:12

1 (Preview) Anduril and the Lattice Partner Program, A New Direction for Defense Tech, OpenAI Introduces ChatGPT Pro 10:50

1 (Preview) Mailbag: Building Toward Self-Driving Computers, Capitalism and Its Trade-Offs, The Reels-ification of 'X' 14:27

1 Gelsinger Out at Intel, 20 Years of Structural Challenges and Strategic Blindspots, The Board and What’s Next 1:04:24

1 (Preview) Mailbag: AppLovin on a Tear, The Business of OnlyFans, Questions on OpenAI and Elon Musk 13:40

1 (Preview) LLM Utilities, Google Disruption, Remote Work Angst, Family Tech Support, and a Thanksgiving Mailbag 18:21

1 America and the Trade Status Quo, Tariffs and What May Come Next, A Chance to Build in Tech and Beyond 1:08:40

1 (Preview) Monday Mailbag: Netflix and Its Mike Tyson Adventures; WBD Settles with the NBA; Lessons from Building Passport 13:15

1 (Preview) Today’s Internet and Tomorrow’s AI Innovation, Progress Reportedly Slowing for New LLMs, The Vision Pro as a Productivity Device 12:21

1 (Preview) What Trump 2.0 Could Mean for Tech, Questions on Antitrust, EU and Growth, Elon Musk and the Election 15:38

1 (Preview) Monday Mailbag: The James Harden of Tech; Bandwidth and the Video Takeover; Gen AI and Ads; Political Donation Texts 18:24

1 Meta and an Abundance of AI Opportunities, When AI Integrates Into the Feed, AI for UI and One Emailer's Dismay 1:10:10

1 (Preview) Monday Mailbag: AI Abundance and Enterprise Questions; Automated Podcasts; Big Tech and China Tariffs; Reading Habits 12:51

1 Understanding Stablecoins and Their Utility, Why Stripe is Buying Bridge, Virtual Reality for NFL Quarterbacks 1:04:05

1 (Preview) Monday Mailbag: The Value of the ChatGPT Brand; OpenAI and Its AGI Clause; Bitter Lesson Follow-Up; Orion and Big Tech Recruiting 12:51

1 Tesla and the Road to True Autonomy, Strategy that Starts with the Dream, Regulation and Market Questions 1:04:36

1 (Preview) Monday Mailbag: A Moment for SpaceX; After the End of the Beginning; Tesla's 'We, Robot' Event; Waymo Follow-Up 14:47

1 (Preview) Google and the Search for Antitrust Remedies, Network Effects and Natural Monopolies, Waymo vs. Tesla for the Future of Transportation 11:30

1 (Preview) Waymo and Our Automated Future, Augmented Reality and Form Factor Questions, NotebookLM and Media Consumption 11:00

1 (Preview) Mailbag Monday: Meta and the Smartphone; Upheaval at OpenAI; Dossier Censorship; ESPN and Media Consumption 12:11

1 Meta Previews an Augmented Reality Future, Orion and the Apple Vision Pro, A Call for More Live Keynotes 1:00:01

1 (Preview) Mailbag Monday: Sports Gambling Apps; PlayStation’s New Price Point; Robotics and AI Upheaval; Apple’s ‘Intelligence’ Ads 14:21

1 (Preview) OpenAI's Latest Model Is Not Like the Others, Copilot Pages and Salesforce Agents, When AI Moves from Copilots to Airplanes 13:34

1 (Preview) Mailbag Monday: Politics as Monoculture; Startup Anxiety in Europe and China; WhatsApp Spam 10:08

1 The Strategic Logic of the iPhone 16, Services Upside and Downside, Steve Jobs and Modern Apple 57:46

1 (Preview) Mailbag Monday: Three Apple Questions, Intel and Founder Mode, 230 Follow-Up, China’s Chip Ambitions 10:44

1 Understanding Intel’s Decline, Searching for Structural CHIPS Solutions, The Future of Section 230 Protections 1:01:58

1 The Arrest of Pavel Durov, Encryption Explanations and Moderation Questions, Mark Zuckerberg’s Letter to Congress 1:00:50

1 (Preview) Mailbag: Disney’s Taylor Swift Expansion, Canva and IPOs, Perplexity in Paris, SaaS for Cars, The Online Recipe Economy 12:19

1 (Preview) Canva and the Disruption Ideal, What AI Could Mean for Graphic Design, Fubo and Venu and FUBAR Post-Cable Plans 14:13

1 (Preview) Mailbag: Smartphone Subsidies, Apple Intelligence and Search, Surgeon Groupchats, The Metaverse and AI 10:40

1 (Preview) Computing History and Android’s Future, More Adventures with Apple Policies, The Olympics and a Cord Bag Tour 27:05

1 (Preview) Competing Principles and U.S. v. Google, What’s Next for Apple, Questions on Aggregators, Elon and Crunchyroll 17:06

1 (Preview) Nike as a Tech Story, Follow-Up on Meta and the Hyperscalers, Peacock and the NBC Olympics Strategy 11:17
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