(Preview) Sora 2 and an AI Video Boom, Meta’s Vibes One Week Later, Questions on TikTok, Solar Power, and the iPhone Air
Andrew and Ben begin with reactions to OpenAI's Sora 2, a new Sora app, and more thoughts on last week’s ‘Vibes’ release from MetaAI. Topics include: Parallels between Sora 2 and the GPT 3.5 release in 2022, responding to a sample of disgusted MetaAI 'Vibes' reactions, why OpenAI is investing in short form video, why the threat to Meta is clearer than ever, and fair questions about Mark Zuckerberg's leadership after the last several years. At the end: TikTok’s business prospects and security concerns, solar power possibilities for AI infrastructure, Ben's shocking embrace of the iPhone Air, and a Sharp Tech x Oreo crossover.
-------- Â
34:47
--------
34:47
Emergency Pod: Instant Reactions to MetaAI Vibes
Ninety minutes after they wrapped a conversation about YouTube, Google and the future of AI video, Ben and Andrew reconvene to make Ben eat his words about Meta's inability to ship and react to Vibes — a new feed in the Meta AI app for short-form, AI-generated videos.
-------- Â
16:15
--------
16:15
(Preview) Video's Ongoing Victory Over Text, Google and YouTube's Abundance of Opportunity, Six Questions About an AI Bubble
On today's show Andrew and Ben begin with a 60-second iPhone review before turning to YouTube and Google's abundance of AI opportunities. Then: Six questions about the AI bubble, including reactions to Nvidia's investment in OpenAI, Oracle's financing vs. cloud incumbents, Microsoft's spending strategy, the looming power crisis, and more. At the end: A salute to the bubble prince, more on Meta's smart glasses, and "presage" confirmation.
-------- Â
32:39
--------
32:39
(Preview) Meta Doubles Down on Smart Glasses, Nvidia Partners with Intel, Notes on the Hidden YouTube Colossus
Andrew and Ben react to the Meta Ray-Ban Display and the progress of the Meta Neural Band, including keynote FOMO, debating the value of handwriting words in the air, the strategic logic of shipping these products now, an incredible price point, and lots more. From there: A look at the Intel-Nvidia partnership that was announced Thursday morning, and Ben's thoughts on YouTube after a visit to New York City for an afternoon with creators and YouTube CEO Neal Mohan. At the end: Positive buzz on liquid glass, the dangers of CFOs as CEOs, innovations from incumbent companies, Ben's repatriation takeaways, life advice for moving, and the five CEOs who have contributed most to the Stratechery bundle.
-------- Â
38:46
--------
38:46
(Preview) New iPhones and an Absence of Awe, How Oracle Wins in the AI Era, Questions on MidJourney, Meta, and Armageddon
Thoughts on Apple's new generation of iPhones—which are genuinely exciting—and why the underwhelmed reaction from fans and analysts reflects choices that Apple made a long time ago and a new direction that lowers the ceiling on any release. From there: Mail on Apple's messaging and the competition in China, Oracle's strategy in the AI era, Midjourney and Meta, the strategic logic (or not) of Reality Labs investments, whether and how Netflix could attempt a Disney-ification (at the Sphere? via acquisition?), and a message to the Armageddon heretics.
Listen to Sharp Tech with Ben Thompson, All-In with Chamath, Jason, Sacks & Friedberg and many other podcasts from around the world with the radio.net app
Ireland