(Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer

Ben and Andrew begin with an extended look at the market for memory chips, including market history, the supply crunch driving up today’s valuations, the myopia from SK Hynix, Samsung and Micron, new entrants from China, and why the timing of Apple’s price increases are a bearish signal. From there: Both hosts share their daily caffeine regimen, garage takes, and lots of thoughts on vibe coding after Ben’s 10-day foray into AI-assisted engineering. At the end: Codex marketing and an imminent OpenAI super app, Sam Altman’s appearance in a game of mafia, could the EU push Apple to better business strategy, stock buyback clarification, ocean data centers, metricmaxxing, and an update on last week’s hydration break take along with a better fix for international soccer.

To email the show: email@sharptech.fm

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Memory Chips and China, Microsoft and Chinese Models — Stratechery Update

An Interview with Dan Kim and Hassan Khan About CHIPS — Stratechery Interview

Summer Top Fives: 2025 Bandwagons and Candy — Greatest of All Talk

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

Apple Price Increases, Apple Intelligence and the E.U. — Stratechery Update

The SpaceX IPO and Data Centers in Space — Stratechery

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