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(Preview) All About Agents: Dots Arrive, Google and Apple Questions, Muse Follow-Ups, Super Intelligence, and the Mandate of Heaven

23 min
Hosted byBen Thompson

Ben and Andrew begin with a note on VIM and reactions to a confusing product launch from OpenAI at Dev Day earlier this week. Then: Will personal agents be a winner-take-all market? What can Apple and Google do in the consumer agent space? Will normal people take longer than expected to adopt these products? And did Meta’s push into the enterprise break the company’s hot streak? From there: Emails on the future of payments, “super intelligence” branding for AI, America.gov, and firing Dario Amodei. At the end: AI Show & Tell with notes on generational adoption shifts (and Tamagotchis), movie games, a personalized sports page, App Store hell, and going full KGB on messaging.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Dot.com — Grok Bot

Apps, Agents, and Aggregation — Stratechery

OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT — Stratechery Update

The Problem with Payments — Stratechery

Google Grapples With Employee Skepticism About New Gemini 4 — Bloomberg

One More Note on Agents, Meta Connect, Meta Enterprise Platform — Stratechery Update

Super Intelligence Is Not Right, Either — Sharp Text

Enterprise Philosophy and the First Wave of AI — Stratechery

Tentpole Game — Tentpole

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