DiscoverSharp Tech with Ben Thompson(Preview) Mailbag: AppLovin on a Tear, The Business of OnlyFans, Questions on OpenAI and Elon Musk
(Preview) Mailbag: AppLovin on a Tear, The Business of OnlyFans, Questions on OpenAI and Elon Musk

(Preview) Mailbag: AppLovin on a Tear, The Business of OnlyFans, Questions on OpenAI and Elon Musk

Update: 2024-12-02
Share

Description


Returning from the holiday week with a look at the explosive growth of AppLovin, various takeaways from the towering success of OnlyFans, Bloomberg history, and questions on the future for Elon Musk and OpenAI.


To email the show: email@sharptech.fm





@SharpTechPodcast Channel — YouTube



@Stratechery Channel — YouTube





An Interview with Eric Seufert About the Current State of Digital Advertising — Stratechery Interview



Podcast: Understanding AppLovin — Mobile Dev Memo



The Single-Staircase Radicals Have a Good Point — Slate




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

Comments 
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel
Holiday Mailbag: The Next Intel, Google’s AI Revival, Modern Sportswriting, TSMC Mugs, Tutoring Takes, and Lots More

Holiday Mailbag: The Next Intel, Google’s AI Revival, Modern Sportswriting, TSMC Mugs, Tutoring Takes, and Lots More

2024-12-1901:40:09

(Preview) Google’s Willow Chip, Drones as a Platform and Anduril Follow-Up, Building Inside and Outside Silicon Valley

(Preview) Google’s Willow Chip, Drones as a Platform and Anduril Follow-Up, Building Inside and Outside Silicon Valley

2024-12-1622:12

(Preview) Anduril and the Lattice Partner Program, A New Direction for Defense Tech, OpenAI Introduces ChatGPT Pro

(Preview) Anduril and the Lattice Partner Program, A New Direction for Defense Tech, OpenAI Introduces ChatGPT Pro

2024-12-1210:50

(Preview) Mailbag: Building Toward Self-Driving Computers, Capitalism and Its Trade-Offs, The Reels-ification of 'X'

(Preview) Mailbag: Building Toward Self-Driving Computers, Capitalism and Its Trade-Offs, The Reels-ification of 'X'

2024-12-0914:27

Gelsinger Out at Intel, 20 Years of Structural Challenges and Strategic Blindspots, The Board and What’s Next

Gelsinger Out at Intel, 20 Years of Structural Challenges and Strategic Blindspots, The Board and What’s Next

2024-12-0501:04:24

(Preview) Mailbag: AppLovin on a Tear, The Business of OnlyFans, Questions on OpenAI and Elon Musk

(Preview) Mailbag: AppLovin on a Tear, The Business of OnlyFans, Questions on OpenAI and Elon Musk

2024-12-0213:40

(Preview) LLM Utilities, Google Disruption, Remote Work Angst, Family Tech Support, and a Thanksgiving Mailbag

(Preview) LLM Utilities, Google Disruption, Remote Work Angst, Family Tech Support, and a Thanksgiving Mailbag

2024-11-2618:21

America and the Trade Status Quo, Tariffs and What May Come Next, A Chance to Build in Tech and Beyond

America and the Trade Status Quo, Tariffs and What May Come Next, A Chance to Build in Tech and Beyond

2024-11-2201:08:40

(Preview) Monday Mailbag: Netflix and Its Mike Tyson Adventures; WBD Settles with the NBA; Lessons from Building Passport

(Preview) Monday Mailbag: Netflix and Its Mike Tyson Adventures; WBD Settles with the NBA; Lessons from Building Passport

2024-11-1813:15

(Preview) Today’s Internet and Tomorrow’s AI Innovation, Progress Reportedly Slowing for New LLMs, The Vision Pro as a Productivity Device

(Preview) Today’s Internet and Tomorrow’s AI Innovation, Progress Reportedly Slowing for New LLMs, The Vision Pro as a Productivity Device

2024-11-1412:21

(Preview) What Trump 2.0 Could Mean for Tech, Questions on Antitrust, EU and Growth, Elon Musk and the Election

(Preview) What Trump 2.0 Could Mean for Tech, Questions on Antitrust, EU and Growth, Elon Musk and the Election

2024-11-0715:38

(Preview) Monday Mailbag: The James Harden of Tech; Bandwidth and the Video Takeover; Gen AI and Ads; Political Donation Texts

(Preview) Monday Mailbag: The James Harden of Tech; Bandwidth and the Video Takeover; Gen AI and Ads; Political Donation Texts

2024-11-0418:24

Meta and an Abundance of AI Opportunities, When AI Integrates Into the Feed, AI for UI and One Emailer's Dismay

Meta and an Abundance of AI Opportunities, When AI Integrates Into the Feed, AI for UI and One Emailer's Dismay

2024-10-3101:10:10

(Preview) Monday Mailbag: AI Abundance and Enterprise Questions; Automated Podcasts; Big Tech and China Tariffs; Reading Habits

(Preview) Monday Mailbag: AI Abundance and Enterprise Questions; Automated Podcasts; Big Tech and China Tariffs; Reading Habits

2024-10-2812:51

Understanding Stablecoins and Their Utility, Why Stripe is Buying Bridge, Virtual Reality for NFL Quarterbacks

Understanding Stablecoins and Their Utility, Why Stripe is Buying Bridge, Virtual Reality for NFL Quarterbacks

2024-10-2401:04:05

(Preview) Monday Mailbag: The Value of the ChatGPT Brand; OpenAI and Its AGI Clause; Bitter Lesson Follow-Up; Orion and Big Tech Recruiting

(Preview) Monday Mailbag: The Value of the ChatGPT Brand; OpenAI and Its AGI Clause; Bitter Lesson Follow-Up; Orion and Big Tech Recruiting

2024-10-2112:51

Tesla and the Road to True Autonomy, Strategy that Starts with the Dream, Regulation and Market Questions

Tesla and the Road to True Autonomy, Strategy that Starts with the Dream, Regulation and Market Questions

2024-10-1701:04:36

(Preview) Monday Mailbag: A Moment for SpaceX; After the End of the Beginning; Tesla's 'We, Robot' Event; Waymo Follow-Up

(Preview) Monday Mailbag: A Moment for SpaceX; After the End of the Beginning; Tesla's 'We, Robot' Event; Waymo Follow-Up

2024-10-1414:47

(Preview) Google and the Search for Antitrust Remedies, Network Effects and Natural Monopolies, Waymo vs. Tesla for the Future of Transportation

(Preview) Google and the Search for Antitrust Remedies, Network Effects and Natural Monopolies, Waymo vs. Tesla for the Future of Transportation

2024-10-1011:30

(Preview) Waymo and Our Automated Future, Augmented Reality and Form Factor Questions, NotebookLM and Media Consumption

(Preview) Waymo and Our Automated Future, Augmented Reality and Form Factor Questions, NotebookLM and Media Consumption

2024-10-0211:00

loading
Google Play
Download from Google Play
Castbox
Download from App Store
usUnited States
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

(Preview) Mailbag: AppLovin on a Tear, The Business of OnlyFans, Questions on OpenAI and Elon Musk

(Preview) Mailbag: AppLovin on a Tear, The Business of OnlyFans, Questions on OpenAI and Elon Musk

Andrew Sharp and Ben Thompson