(Preview) What AI Could Mean for Aggregation Theory, o3 and Moore’s Law, More Questions Than Answers as Tech Enters 2025
Ben and Andrew return from the holidays to check in on the AI landscape. Topics include: Aggregation Theory and the return of marginal costs for hyperscalers, the architecture of OpenAI’s o3 model, the murky future for software engineers and SaaS companies, and whether Scarlett Johansson fumbled the bag. At the end: In praise of learning to ski as a middle-aged beginner.
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13:40
Holiday Mailbag: The Next Intel, Google’s AI Revival, Modern Sportswriting, TSMC Mugs, Tutoring Takes, and Lots More
Ending the year with a slew of great emails from listeners, including questions about the next U.S. flagship to fail, Google's advantages in AI, an iOS 18 autopsy, the classes that Ben and Andrew would teach as professors, AI for chip production, TSMC mugs, recommendations for X usage, and the return of the TikTot segment to discuss tutoring and children. Merry Christmas and Happy Holidays from the whole Sharp Tech family!
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1:40:09
(Preview) Google’s Willow Chip, Drones as a Platform and Anduril Follow-Up, Building Inside and Outside Silicon Valley
A high level read on Google's quantum computing announcement and Google's R&D efforts generally, a listener's question about drones as a platform, follow-up on last week's conversation about Anduril and the future of the U.S. defense industry, and questions on the near term concerns surrounding an AI Manhattan project, Clayton Christensen’s theory of integration and modularity as applied to Silicon Valley, and housing prices in the Bay Area.
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22:12
(Preview) Anduril and the Lattice Partner Program, A New Direction for Defense Tech, OpenAI Introduces ChatGPT Pro
Unpacking a quietly significant announcement from Anduril this week, the future of hardware and software in the U.S. defense industry, and checking in with OpenAI as the company announces a new subscription tier for ChatGPT.
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10:50
(Preview) Mailbag: Building Toward Self-Driving Computers, Capitalism and Its Trade-Offs, The Reels-ification of 'X'
First, a follow-up to Ben's article on Gen AI and the future of user interfaces, and then emails on architecture and structural incentives, Bob Noyce and American lithography, Blue Origin and Amazon, the role of capitalism in the declining birth rate around the world, and thoughts on 'X' and its Reels-ification in 2024.
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