TSMC’s pricing power in the AI era, a brief history of TSMC’s culture and CapEx decisions, and ongoing capacity constraints that should be pushing tech companies to build up competitors. Then: Thoughts on Netflix after Ben’s interview with co-CEO Greg Peters, including Wall Street’s concerns despite enormous success, whether and how the Warner Brothers acquisition could be a counter to YouTube, and the difference between Netflix content and user generated YouTube content. At the end: Questions about the Curt Cignetti of tech, a victory lap on OpenAI, advertising in chatbots, advertising as a force for good, and Andrew’s Starbucks habit. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros. — Stratechery Interview TSMC Earnings, The TSMC Brake Revisited, Why AI Needs Foundry Competition — Stratechery Update Ads in ChatGPT, Why OpenAI Needs Ads, The Long Road to Instagram — Stratechery Update 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.
Analysis: done · source seed