Sharp Tech with Ben Thompson · 2026-05-01 · 24 min
Ben and Andrew react to Amazon’s impressive earnings in AI with a cliffs notes history on AWS cloud computing strategy, how Amazon is returning to that playbook in AI, and why the Trainium bets look more reasonable than ever. From there: Understanding both sides of the OpenAI and Microsoft deal this week, including why OpenAI wants to be on AWS, and why Microsoft’s conflict of interest is now resolved. At the end: Extended thoughts on Meta Display glasses, the future of AR devices, the mother of all patent lawsuits, as well as a few Apple follow-ups, and an eye surgery epiphany.
(Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer60 / 100(Preview) The Anthropic Saga Continues, Fox and the Future of Streaming, Q&A on ChatGPT, Agentic Shopping, Autonomous Driving(Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple(Preview) SpaceX Hype and the Elon Bargain, Nvidia and the Neoclouds, Q&A on Dropbox, Google, Ferrari Luce Backlash(Preview) Inference in the Agentic Future, xAI Is Two Companies in One, Q&A on Elon’s Lawsuit, Intel, Apple