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) Sora 2 and an AI Video Boom, Meta’s Vibes One Week Later, Questions on TikTok, Solar Power, and the iPhone Air
Sharp Tech with Ben Thompson
34 minutes 47 seconds
1 month ago
(Preview) Sora 2 and an AI Video Boom, Meta’s Vibes One Week Later, Questions on TikTok, Solar Power, and the iPhone Air
Andrew and Ben begin with reactions to OpenAI's Sora 2, a new Sora app, and more thoughts on last week’s ‘Vibes’ release from MetaAI. Topics include: Parallels between Sora 2 and the GPT 3.5 release in 2022, responding to a sample of disgusted MetaAI 'Vibes' reactions, why OpenAI is investing in short form video, why the threat to Meta is clearer than ever, and fair questions about Mark Zuckerberg's leadership after the last several years. At the end: TikTok’s business prospects and security concerns, solar power possibilities for AI infrastructure, Ben's shocking embrace of the iPhone Air, and a Sharp Tech x Oreo crossover.
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.