(Preview) Pichai's Gemini Letter, Nvidia and TSMC and Market Structure, The End of the Apple Car
The letter from Sundar Pichai in the wake of a Gemini’s disastrous week, the relationship between TSMC and Nvidia (and why Intel is part of the conversation), and an emailer asks Ben to compare Apple’s now-abandoned car ambitions with Google’s investment in Waymo. At the end: A Vision Pro question and a new Formula One season.
To email the show: email@sharptech.fm
@SharpTechPodcast Channel — YouTube
Gemini and Google’s Culture — Stratechery
Google CEO says Gemini AI diversity errors are ‘completely unacceptable’ — The Verge
An Interview with Nat Friedman and Daniel Gross Reasoning About AI — Stratechery Interview
Get Sharp Tech Premium, Sharp China, Stratechery Update, Stratechery Interviews, Greatest of All Talk and the Dithering Podcast as part of Stratechery Plus for $12/month.
Episode page ↗
