Ben and Andrew discuss the future of computing and its implications for the chip market, including what Cerebras is doing that’s different, why speed may no longer be a top priority for inference, good news for China’s AI ecosystem, the future for Nvidia, and questions on Pat Gelsinger’s role in Intel’s revival. From there: Both sides of the Anthropic-xAI deal, including Anthropic’s compute solution and the triumph of market principles, as well as the market’s message to Elon Musk and xAI, and the implications for SpaceX. At the end: Thoughts on Musk’s OpenAI lawsuit, a theory on Apple’s gross margins and a land grab, and a listener’s wife enters founder mode with Claude. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube The Inference Shift — Stratechery The Deployment Company, Back to the 70s, Apple and Intel — Stratechery Update SpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future — Stratechery Update Elon’s OpenAI Lawsuit Is Boring and Insulting, and It’s Already a Success — Sharp Text 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