Andrew and Ben return from the holidays to discuss Ben’s Article AI and the Human Condition, and various responses to the preponderance of pessimistic forecasts for what AI will mean for the future, including thoughts on employment, sex, and the problem with trying to regulate human nature. Then: An email about OpenAI spawns discussion of cultural assumptions, market incentives vs. social incentives, and tech as an amoral force. At the end: Unpacking the logic of Nvidia’s deal with Groq, a regulator’s own-goal, questions on streaming TV vs. music, sperm racing, and advice for a listener debating whether to embrace suburban living.
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Andrew and Ben return from the holidays to discuss Ben’s Article AI and the Human Condition, and various responses to the preponderance of pessimistic forecasts for what AI will mean for the future, including thoughts on employment, sex, and the problem with trying to regulate human nature. Then: An email about OpenAI spawns discussion of cultural assumptions, market incentives vs. social incentives, and tech as an amoral force. At the end: Unpacking the logic of Nvidia’s deal with Groq, a regulator’s own-goal, questions on streaming TV vs. music, sperm racing, and advice for a listener debating whether to embrace suburban living.
(Preview) Google Starts Dancing, The Winners and Losers of Gemini Week, OpenAI Has an Advertising Problem
Sharp Tech with Ben Thompson
32 minutes 56 seconds
1 month ago
(Preview) Google Starts Dancing, The Winners and Losers of Gemini Week, OpenAI Has an Advertising Problem
Ben and Andrew begin with Gemini 3, what to make of its terrific benchmark results, and why TPUs provide Google a sustainable cost advantage in AI. From there: Google’s opportunity in the enterprise space, Apple’s white label deal, and questions about both OpenAI’s future growth and challenges that loom if ChatGPT can’t incorporate advertising. At the end: Thoughts on what Gemini means for Nvidia, Anthropic’s market in AI, why Amazon and OpenAI are losers of the Anthropic-Nvidia-Microsoft announcement, and a correction regarding Charter cellular coverage.
Sharp Tech with Ben Thompson
Andrew and Ben return from the holidays to discuss Ben’s Article AI and the Human Condition, and various responses to the preponderance of pessimistic forecasts for what AI will mean for the future, including thoughts on employment, sex, and the problem with trying to regulate human nature. Then: An email about OpenAI spawns discussion of cultural assumptions, market incentives vs. social incentives, and tech as an amoral force. At the end: Unpacking the logic of Nvidia’s deal with Groq, a regulator’s own-goal, questions on streaming TV vs. music, sperm racing, and advice for a listener debating whether to embrace suburban living.
