Ben and Andrew begin with Nvidia’s announcements of a new funding model for AI infrastructure, including the differences and similarities with railroad expansion 150 years ago, why LLMs were a gift and curse to Nvidia’s business, the pressure on Nvidia coming from Google and Amazon, and the expanded blast radius as Nvidia works to mobilize third party funding. From there: Why the turnover at Google may actually be a good sign for Google’s frontier efforts, and extended thoughts the future of AI-generated output, ideas and substantiation, and Anthropic’s plan to watermark outputs. At the end: A question about the Vision Pro, the obstacles for Starlink Mobile, and a cranky emailer yields a clarifying answer on why Ben is excited about his vibe coded app.

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@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Nvidia’s Risky Business — Stratechery

The Google Capital Company — Stratechery

Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems — Stratechery Update

The AI Unbundling — Stratechery

Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation — Stratechery Update

My Vibe Coding Adventure, The App and the Experience, Ten Takeaways — Stratechery Update

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