Discussing Ben's interview with Substrate CEO James Proud, including the "insane" challenge he's undertaken as Substrate attempts to compete with TSMC and ASML, and the ways in which a bubbly environment benefits innovation by incentivizing exactly that sort of moonshot. From there: Ben's thoughts on the "Too Big to Fail" era in tech that may be averted, reactions to the latest humanoid robot, and thoughts on both sides of the OpenAI-MIcrosoft announcement earlier this week. At the end: Taylor Sheridan leaves Paramount for greener pastures, Sharp Text and lessons from Grantland, a temperature check on Sora one month later, lessons from the Nexperia mess in Europe, a question about Magic: The Gathering, and a few corrections to last week's show.
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Discussing Ben's interview with Substrate CEO James Proud, including the "insane" challenge he's undertaken as Substrate attempts to compete with TSMC and ASML, and the ways in which a bubbly environment benefits innovation by incentivizing exactly that sort of moonshot. From there: Ben's thoughts on the "Too Big to Fail" era in tech that may be averted, reactions to the latest humanoid robot, and thoughts on both sides of the OpenAI-MIcrosoft announcement earlier this week. At the end: Taylor Sheridan leaves Paramount for greener pastures, Sharp Text and lessons from Grantland, a temperature check on Sora one month later, lessons from the Nexperia mess in Europe, a question about Magic: The Gathering, and a few corrections to last week's show.
(Preview) How America Lost Rare Earths, Netflix Partners with Spotify and Bill Simmons, What Comes Next in the Robotaxi Wars
Sharp Tech with Ben Thompson
20 minutes 46 seconds
2 weeks ago
(Preview) How America Lost Rare Earths, Netflix Partners with Spotify and Bill Simmons, What Comes Next in the Robotaxi Wars
Andrew and Ben begin by examining the various structural forces and business decisions that led the U.S. and the West to cede rare earth mining and refining to China, including reduced friction at the expense of resilience n a variety of areas, predatory pricing that pays extra dividends in the commodities business, and why Ben is keeping an eye on the Middle East in the months to come. From there: Reactions to the news that Spotify and Netflix are partnering and pulling podcasts off of YouTube, with thoughts on the limits of that strategy and the difference between YouTube's cut of creator ad revenue and Apple's developer fees. At the end: Uber, Tesla, and Waymo and the shape of the future autonomous vehicle marketplace, Ben's thoughts on Tesla's Full Self-Driving, OpenAI's corporate structure, and ChatGPT embraces AI erotica.
Sharp Tech with Ben Thompson
Discussing Ben's interview with Substrate CEO James Proud, including the "insane" challenge he's undertaken as Substrate attempts to compete with TSMC and ASML, and the ways in which a bubbly environment benefits innovation by incentivizing exactly that sort of moonshot. From there: Ben's thoughts on the "Too Big to Fail" era in tech that may be averted, reactions to the latest humanoid robot, and thoughts on both sides of the OpenAI-MIcrosoft announcement earlier this week. At the end: Taylor Sheridan leaves Paramount for greener pastures, Sharp Text and lessons from Grantland, a temperature check on Sora one month later, lessons from the Nexperia mess in Europe, a question about Magic: The Gathering, and a few corrections to last week's show.
