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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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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(Preview) Llama 3.1 and Zuckerberg’s Open Approach, Lessons from the Crowdstrike Mess, Understanding Netflix Strategy and Apple Spending 12:47 Share

Sharp Tech with Ben Thompson

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(Preview) Llama 3.1 and Zuckerberg’s Open Approach, Lessons from the Crowdstrike Mess, Understanding Netflix Strategy and Apple Spending