Meta debuts a powerful new LLM, Mark Zuckerberg makes the case for an open approach to AI, and Ben explains the Crowdstrike mess and why this episode highlights fundamental tensions between security and competition. At the end: Updated thinking on Netflix and what it wants from the ad business, and marveling at Apple's spending spree in Hollywood.
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@SharpTechPodcast Channel — YouTube)
@Stratechery Channel — YouTube)
Open Source AI Is the Path Forward — Mark Zuckerberg)
Llama 3.1; Zuckerberg on Open Source AI; Kamala Harris, Europe, and Tech Innovation — Stratechery Update)
What is CrowdStrike, and what happened? — The Verge)
Netflix Earnings, The Status of Netflix Advertising — Stratechery Update)
Crashes and Competition — Stratechery)
Why Netflix Should Sell Ads — Stratechery)
Apple Tries to Rein In Hollywood Spending After Years of Losses — Bloomberg)
Ladies and gentlemen, The Weeknd (on Apple Vision Pro) — The Verge)
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