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Sharp Tech with Ben Thompson · July 17 · 22 min

(Preview) The Continuing Adventures of OpenAI, Apple’s Trade Secrets Lawsuit, Q&A on Mainframes, Meta, Daylight Savings Time

On today’s show Ben and Andrew begin with a raft of OpenAI news, including reactions to the first reports of what OpenAI’s first hardware product will be, the logic of OpenAI’s hardware business generally, the Codex push in the mac app, and a request for a Codex computer. From there: The Apple-OpenAI trade secrets lawsuit, including Apple history, a reckless OpenAI employee, and the funniest part of the complaint. At the end: IBM’s stock and the specific way AI may have affected mainframe spending, how AI will manifest in real-world software, an email about Meta’s messaging as a recruiting pitch, notification management, monetizing expertise, and a word about daylight savings time. To email the show: email@sharptech.fm @SharpTechPodcast Channel — YouTube @Stratechery Channel — YouTube Apple Sues OpenAI, Apple’s Real Problem — Stratechery Update The OpenAI Super App, ChatGPT = Codex, Whither Chat — Stratechery Update IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems — Stratechery Update 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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On today’s show Ben and Andrew begin with a raft of OpenAI news, including reactions to the first reports of what OpenAI’s first hardware product will be, the logic of OpenAI’s hardware business generally, the Codex push in the mac app, and a request for a Codex computer. From there: The Apple-OpenAI trade secrets lawsuit, including Apple history, a reckless OpenAI employee, and the funniest part of the complaint. At the end: IBM’s stock and the specific way AI may have affected mainframe spending, how AI will manifest in real-world software, an email about Meta’s messaging as a recruiting pitch, notification management, monetizing expertise, and a word about daylight savings time.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Apple Sues OpenAI, Apple’s Real Problem — Stratechery Update

The OpenAI Super App, ChatGPT = Codex, Whither Chat — Stratechery Update

IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems — Stratechery Update

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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