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cover of episode Holiday Mailbag: The Next Intel, Google’s AI Revival, Modern Sportswriting, TSMC Mugs, Tutoring Takes, and Lots More

Holiday Mailbag: The Next Intel, Google’s AI Revival, Modern Sportswriting, TSMC Mugs, Tutoring Takes, and Lots More

2024/12/19
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。
D
Dan
专注于加密货币和股票市场分析的金融专家，The Chart Guys 团队成员。
K
Kendra
M
Mark
从破产公司到上市企业的成功转型和多个子公司的建立
N
Nicholas
处理上水车贷需要计算负资产、与贷款机构沟通、提前还款、重新融资或出售车辆等策略。
S
Sir Rob
Topics
Nicholas: 我认为像波音和英特尔这样的美国旗舰工程公司，由于优先考虑短期财务结果而不是长期产品和公司投资，可能会步入后尘，并失去发展方向。 Ben Thompson: 我认为下一个可能步波音和英特尔后尘的公司可能是国防承包商，因为它们也面临着优先考虑短期经济决策而非长期投资的问题。我们经历了一个所有决策都是经济决策的时代，这导致公司忽视长期投资，最终在15到20年后后悔。 Andrew Sharp: 耐克公司由于技术创新不足、设计停滞不前以及市场结构变化的影响，正在失去发展方向。

Deep Dive

Shownotes Transcript

Ending the year with a slew of great emails from listeners, including questions about the next U.S. flagship to fail, Google's advantages in AI, an iOS 18 autopsy, the classes that Ben and Andrew would teach as professors, AI for chip production, TSMC mugs, recommendations for X usage, and the return of the TikTot segment to discuss tutoring and children. Merry Christmas and Happy Holidays from the whole Sharp Tech family!

To email the show: [email protected])

@SharpTechPodcast Channel — YouTube)

@Stratechery Channel — YouTube)

Rapidus, The End of Economic Rationality, AI Disruption — Stratechery Update)

Google Announces Veo 2, The Empire Strikes Back, Free ChatGPT Search — Stratechery Update)

The 2024 Stratechery Year in Review — Stratechery)

TSMC Coffee Mug — X: @benthompson)

TWINSCAN EXE:5000 Lego Set — ASML Store)

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