American Disruption, Tech’s Manufacturing History in Asia, The Power of Demand in an Uncertain Future
Ben and Andrew return to discuss Liberation Day whiplash, Apple’s history in China and tech’s history in Asia, and the various challenges inherent to the efforts to rejuvenate America’s industrial capacity. At the end: Ben recaps a visit to a Formula 1 race in Japan.
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1:14:28
(Preview) xAI Buys X, The Bitter Lesson for Everyone, Everywhere, Google’s Only Hope in AI
Thoughts on both X and xAI in the wake of Friday’s announcement from Elon Musk, Chat GPT’s image capabilities and whether AI-adjacent SaaS companies will ever have a moat, and emailers offer counterpoints on Sam Altman’s ads answer and the notion that Google can’t make great products anymore. At the end: Should Substack serve ads?, answers on Israeli cybersecurity, and more on Steve Jobs and Studio Ghibli.
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12:58
(Preview) The Delights of Images in GPT, The Future of Graphic Design, Signal and Multiple Dimensions of Security
Reactions to OpenAI's "Images in GPT," and thoughts on the Trump administration's Signal debacle, including a few points Ben neglected to emphasize earlier this week.
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9:08
(Preview) Why Google Wants Wiz for $32 Billion, Xbox One and Bygone Streaming Hardware Dreams, Immortality and Daylight Saving Time
A look at the logic of Google's plans to purchase an Israeli cybersecurity firm for $32 billion, more tension between Apple, Google and the EU, and an email about Xbox One and Microsoft's checkered history of consumer tech ambitions. At the end: Moana 2 and what led to the decision to abandon windowing, Bryan Johnson's pursuit of immortality, and a few follow-ups on Daylight Saving Time.
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13:33
(Preview) Deep Research and OpenAI's Business Model, A Counterpoint on White Collar Concerns, The Future of Cognition and Companionship
After Ben's interview with OpenAI CEO Sam Altman, Andrew and Ben hold an impromptu symposium on AI and its implications, featuring questions from listeners. Topics include: The long-term UX for Deep Research, OpenAI's allergy to an ads-based business model, a confession from Ben after an Exponent take years ago, how AI might--or might not--change the White Collar economy, an era of startups capitalizing on AI-enabled cost structures, AI for companionship and adult content, and whether generative AI will slowly erode human cognition. At the end: A few follow-ups on Vision Pro, including proof of concept at a bluegrass concert.
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