Ben and Andrew discuss a monster earnings report for Meta, the mechanics of how they got there, and the newfound trust the company enjoys from investors. Then: Reactions to GPT-5 and subsequent updates from OpenAI, the strategic logic of the changes, questions about OpenAI leadership, the AGI race, and prompts to engineer the right LLM tone. At the end: A question on bubbles and the implications of our current circumstances, Apple's interests vs. America's interests, Blackberry's thin client comeback, a few fun Bell Labs facts, and Google as slime mold.
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Ben and Andrew discuss a monster earnings report for Meta, the mechanics of how they got there, and the newfound trust the company enjoys from investors. Then: Reactions to GPT-5 and subsequent updates from OpenAI, the strategic logic of the changes, questions about OpenAI leadership, the AGI race, and prompts to engineer the right LLM tone. At the end: A question on bubbles and the implications of our current circumstances, Apple's interests vs. America's interests, Blackberry's thin client comeback, a few fun Bell Labs facts, and Google as slime mold.
(Preview) AI and the Winner’s Curse, Google’s Genie 3 Breakthrough, Questions on Intel, Fertility Rates, and Banning Advertising
Sharp Tech with Ben Thompson
20 minutes 49 seconds
1 week ago
(Preview) AI and the Winner’s Curse, Google’s Genie 3 Breakthrough, Questions on Intel, Fertility Rates, and Banning Advertising
Andrew and Ben discuss Ben’s article on Apple and AWS in the AI era, including a call for Apple to make an acquisition, a bit of AWS history, AWS as the new Azure, and the challenge of making changes amidst continued success. Then: Thoughts on Google’s Genie 3 breakthrough and OpenAI’s open weights models, and questions on Intel, scrutiny of Lip-Bu Tan, whether AI will compound the fertility crisis, and an emailer who wants to eliminate advertising from the human condition.
Sharp Tech with Ben Thompson
Ben and Andrew discuss a monster earnings report for Meta, the mechanics of how they got there, and the newfound trust the company enjoys from investors. Then: Reactions to GPT-5 and subsequent updates from OpenAI, the strategic logic of the changes, questions about OpenAI leadership, the AGI race, and prompts to engineer the right LLM tone. At the end: A question on bubbles and the implications of our current circumstances, Apple's interests vs. America's interests, Blackberry's thin client comeback, a few fun Bell Labs facts, and Google as slime mold.
