We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode (Preview) Meta Continues Its AI Spending Spree, More Fun with OpenAI and Microsoft, ‘Apple in China’ and Related Matters

(Preview) Meta Continues Its AI Spending Spree, More Fun with OpenAI and Microsoft, ‘Apple in China’ and Related Matters

2025/6/19
logo of podcast Sharp Tech with Ben Thompson

Sharp Tech with Ben Thompson
AI Deep Dive AI Chapters Transcript
People
A
Andrew Sharp
B
Ben Thompson
创立并运营订阅式新闻稿《Stratechery》，专注于技术行业的商业和策略分析。
Topics
Andrew Sharp: 我认为Meta正处于一个支出狂潮中，不断投入资金以加强其在人工智能领域的力量。Meta正在积极寻求顶尖的AI人才和投资者，例如Nat Friedman和Daniel Gross，这表明Meta对于AI领域的重视和决心。这种大规模的投资和人才引进可能会对整个AI行业产生重大影响，引发新一轮的竞争和创新。 Ben Thompson: 我认为Meta聘请Nat Friedman和Daniel Gross是一个明智之举。他们不仅在AI领域拥有丰富的经验和知识，而且具备出色的管理能力。尤其Nat Friedman在GitHub Copilot上的成功经验表明他有能力将AI技术转化为实际的产品。Meta的吸引力在于Mark Zuckerberg的领导力和对AI的重视，以及Meta所拥有的巨大用户基础和产品潜力。Meta的这种战略布局可能会加速AI技术在各个领域的应用，并为用户带来更多创新和便利。

Deep Dive

Shownotes Transcript

Ben and Andrew react to reports that in addition to adding Scale AI CEO Alexandr Wang, Meta’s now in advanced talks to hire prominent AI investors and frequent Stratechery guests, Nat Friedman and Daniel Gross, for an offer that could exceed $1 billion. Then: Follow-ups on Perplexity and Apple, the calculus for both sides amid reports of between OpenAI and Microsoft, a question about ‘Apple in China’ and culpability for the last 20 years of decision-making, and thoughts on the competition between the US and China, in general.

To email the show: [email protected])

@SharpTechPodcast Channel — YouTube)

@Stratechery Channel — YouTube)

Meta in Talks to Hire AI Investors Friedman and Gross, Partially Buy Out Their Venture Fund — The Information)

Stratechery Interview Series: Nat Friedman and Daniel Gross — Stratechery)

Microsoft-OpenAI Drama Continues, WhatsApp Ads, Channel Subscriptions and the Creator Perspective — Stratechery Update)

An Interview with “Apple in China” Author Patrick McGee — Stratechery Interview)

Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus) for $15/month or $150/year.