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Ben Thompson discusses the concept of advertising as the internet's "original sin," as proposed by Ethan Zuckerman, and Mark Andreessen's regret over the initial lack of native payment systems. Thompson argues that advertising was a necessary and beneficial model for the human web, enabling free access to content and s...
In a monologue podcast episode published on March 10, 2025, Ben Thompson analyzes Apple's recent performance in the AI sector, contrasting its setbacks in "Apple Intelligence" with its success in hardware, specifically the M3 Ultra chip. He reflects on the delayed rollout of Apple Intelligence features, attributing it ...
This podcast discusses the precariousness of the AI chip market and its geopolitical implications, focusing on the US's dependence on TSMC in Taiwan. The speaker analyzes the competitive landscape of AI models (Claude, Grok, DeepSeek), highlighting the speed advantage of Grok 3 and the open-source nature of DeepSeek. ...
This podcast explores the capabilities and implications of OpenAI's Deep Research tool, a new AI-powered research assistant. The speaker discusses his experiences using Deep Research for various tasks, including analyzing Apple's earnings and preparing for an interview, highlighting both its successes and limitations....
This podcast analyzes DeepSeek's recent AI model releases (V2, V3, R1, R10), focusing on their efficiency and implications for the AI industry. The speaker details DeepSeek's innovative techniques, such as Mixture of Experts (MOE) and Multi-head Latent Attention (MLA), which drastically reduced training costs (to ~$5....
This podcast announcement details the addition of the Asianometry newsletter and podcast to the Stratechery Plus subscription bundle. Ben Thompson highlights Asianometry's creator, John E., and his extensive YouTube channel focused on technology, particularly semiconductors, showcasing his in-depth analysis (e.g., 31 ...
This Stratechery update discusses Japan's ambitious semiconductor gamble (Rapidus), the diminishing role of economic rationality in global tech decisions, and the disruptive potential of AI. The podcast analyzes Rapidus's high-risk, high-reward approach to challenging industry giants like TSMC, highlighting the signif...
This Stratechery update highlights Google's impressive strides in AI, particularly with the launch of Veo 2, a state-of-the-art video generation AI that outshines OpenAI's Sora in resolution and length. The podcast explores a series of AI announcements from Google, drawing a sharp contrast to OpenAI's recent, less impa...
In a recent Stratechery interview, Tae Kim delves into his new book, "The Nvidia Way," which chronicles Nvidia's remarkable journey to success. He attributes the company's impressive growth to a distinctive culture cultivated by CEO Jensen Huang, marked by a strong work ethic, a focus on nurturing talent, quick decisio...
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