Sharp Tech with Ben Thompson

The Jake Paul-Mike Tyson fight and what might have gone wrong for Netflix on Friday night, a resolution of the NBA's months-long contract dispute with Warner Bros. Discovery, and Ben explains what Passport can do for creators and shares a few takeaways from his experience building the product over the past few years.

An emailer wonders whether 30 years of Internet investments and data were the bootloader for an AI transformation in the real world. Ben offers his take on recent reports that OpenAI and Google are seeing diminishing returns from their latest LLMs, and the arrival of Ultrawide capabilities leads to refined takes on the Vision Pro and advice for Apple moving forward.

Looking to President Trump's first term for clues about what tech policy might look like for the next four years. Topics include: Apple's balancing act with the U.S. and China, why Meta and Google might have fared better under Kamala Harris, the implications for "Little Tech," an open question on M&A policies, unresolved tensions with EU regulators, TikTok, crypto policy, the case for growth, and thoughts on Elon Musk and the role that X played in the election.

An email comparing James Harden to a tech company spawns several other tech and basketball crossovers. Then: A brief history of the bandwidth buildout that made it possible for video to take over the internet, an email about generative AI and digital advertising, a listener cries for help over political donation solicitations, and Ben aborts an experiment with the Google Pixel.

Talking through Ben's piece on Meta and Abundance, including the past, present and future of Meta's value proposition to e-commerce advertisers, plans to incorporate AI-generated content into news feeds, and questions about augmented reality and the next phase of user interfaces. At the end: An emailer highlights potential downsides of the vision Meta is selling.

The open questions about competition in AI and enterprise software, emails regarding text-to-voice podcasts and replacing Andrew with an AI agent, and a question about Amazon and the proposed tariffs on consumer goods from China. Plus: Apple Intelligence, OpenAI's naming strategy, and the daily media intake for both hosts.

A closer look at the emergence of stablecoins, their utility in crypto and cross-border payments, progress in the crypto space that could lead to more widespread adoption, and the strategic logic of Stripe's plan to buy Bridge, a stablecoin platform, for a reported $1.1 billion. At the end: Updates on the Apple Vision Pro, and the secret behind the success of Jayden Daniels in Washington, D.C.

OpenAI's latest valuation and the value of the ChatGPT brand, the AGI clause in the OpenAI-Microsoft partnership, a follow-up on Waymo's data and the Bitter Lesson, a twist in the AI device form factor conversation, and a question about Orion and the importance of elite talent in big tech.

Understanding Tesla’s approach to an autonomous driving future, why some observers think Tesla is ahead of Waymo today, and questions about market structure and regulation concerns as the future of transportation takes shape. At the end: An additional note on politics as a zero sum game, and a few thoughts on the rest of the F1 season.

Explaining the SpaceX breakthrough over the weekend and why it mattered, an email about the next decade in tech, Tesla's 'We, Robot' event and the challenge of analyzing Elon Musk, a few more Waymo emails, and watches.