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Sharp Tech with Ben Thompson · February 13 · 30 min

(Preview) Spotify Spreads Its Wings, CapEx Explosions and Distinctions, Q&A on Viral AI Tweets, Anthropic, Giannis

Ben and Andrew react to a killer round of earnings for Spotify and Daniel Ek’s final earnings call, including thoughts on Spotify’s transformation of the music industry, how a record company oligopoly helped create the definitive tech bundle, and why Spotify’s personalization requires an addendum to aggregation theory. From there: The difference between AI spending at Google and Amazon, why the AI buildout should be funded by debt, un-optimized tech companies, and the logic and risks of Amazon’s AI future. At the end: Reactions to a viral essay on AI job loss, a note about the Princeton Law Review, an ad man strikes back after Ben’s Anthropic criticism, and thoughts on Giannis’ investment in Kalshi. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Spotify Earnings, Individualized Networks, AI and Aggregation — Stratechery Update Amazon Earnings, CapEx Concerns, Commodity AI — Stratechery Update An Interview with Ben Thompson by John Collison on the Cheeky Pint Podcast — Stratechery Interview Something Big Is Happening — X: @mattshumer_ Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

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Ben and Andrew react to a killer round of earnings for Spotify and Daniel Ek’s final earnings call, including thoughts on Spotify’s transformation of the music industry, how a record company oligopoly helped create the definitive tech bundle, and why Spotify’s personalization requires an addendum to aggregation theory. From there: The difference between AI spending at Google and Amazon, why the AI buildout should be funded by debt, un-optimized tech companies, and the logic and risks of Amazon’s AI future. At the end: Reactions to a viral essay on AI job loss, a note about the Princeton Law Review, an ad man strikes back after Ben’s Anthropic criticism, and thoughts on Giannis’ investment in Kalshi.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Spotify Earnings, Individualized Networks, AI and Aggregation — Stratechery Update

Amazon Earnings, CapEx Concerns, Commodity AI — Stratechery Update

An Interview with Ben Thompson by John Collison on the Cheeky Pint Podcast — Stratechery Interview

Something Big Is Happening — X: @mattshumer_

Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.

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