Andrew Sharp
@andrewsharp
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Podcasts @stratechery; co-host @goatnbapod. Here for bball arguments and to retweet work. Subscribe to Stratechery: https://t.co/Jwao92nqKd
Joined April 2009
Wemby Goes to Hollywood, Mark Daigneault Moving Different, The Mavs Are the War on Drugs Preview feed: https://t.co/Ptnw0bH2NI Subscribe to the show: https://t.co/vbtgUJlXMq
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OpenAI Wants Help from the Government, Apple Taps Google for AI, Q&A on Bubbles, Amazon Groceries, and YouTube TV https://t.co/K09PbttAf3
sharptech.fm
Sharp Tech - How technology works, and the ways it is impacting the world
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NEW POST: A Dissenting View on Trump’s Tariffs My thoughts on tariffs, the ways they’ve been effective, and the world in which this power is being exercised: https://t.co/2htlX0DnRy
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Another briliant -- and optimistic -- discussion of the AI bubble by @BenThompson of @Stratechery.
The Benefits of Bubbles We are in an AI Bubble: the big question is if this bubble will worth it for the physical infrastructure and coordinated innovation that result? https://t.co/bmHFQQrclV
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Ja Morant Crashing Out Before Thanksgiving, Notes on the Lakers and a Theory on the Warriors, A Vision for the East Preview feed: https://t.co/Ptnw0bH2NI Subscribe to the show: https://t.co/vbtgUJlXMq
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This week's episode of Sharp China is outside the paywall - The US-China Deal One Week Later: Why Short-Term Stability Is Likely, Costs and Benefits of Escalation, and More Adventures with Nvidia
sinocism.com
On today’s show Andrew and Bill break down the latest deal between the US and China, beginning with details from the White House over the weekend, why the PRC is likely happy with a tactical retreat...
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The Pelicans Are the George Washington of Mount Roastmore, Bucks, Bulls and Sixers Ecstasy, A 4-GOAT Wedding in England Preview feed: https://t.co/Ptnw0bH2NI Subscribe to the show: https://t.co/vbtgUJlXMq
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The Hidden Benefits of Bubble Economics, Microsoft and OpenAI Make a Deal, Notes on Taylor Sheridan, Sora, and Nexperia https://t.co/w6pSMzC9Qk
sharptech.fm
Sharp Tech - How technology works, and the ways it is impacting the world
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NEW POST: Why Taylor Sheridan Is Worth a Billion Dollars On Taylor Sheridan’s new deal with NBC and two ways that tech changed the entertainment business: https://t.co/9cYF2DCJdY
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I’m going to the Target in northern Virginia that Ryan Rollins stole from & putting my hand on the wall & Thanking God kinda like how US politicians have to do at that one wall when they go to Israel
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Chanuncey Billups and Terry Rozier Arrested, A Wembanyama Religious Experience, Takeaways from the Opening Week Preview feed: https://t.co/Ptnw0bH2NI Subscribe to the show: https://t.co/vbtgUJlXMq
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NEW POST: The NBA’s ESPN Problem Might Finally Be Over On the NBA’s debut on NBC, everything that made ESPN disappointing as the league’s flagship broadcaster, and a new era that looks more promising: https://t.co/GHV8y6xECW
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Understanding the AWS Outage, Resiliency Realities and Innovation Urgency, F1 Heads to Apple TV https://t.co/LK5Z0xQWpq
sharptech.fm
Sharp Tech - How technology works, and the ways it is impacting the world
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New pod with @andrewsharp! Takeaways from Thunder/Rockets and Warriors/Lakers, @NBAonNBC debut, and games we wanna watch this week. APPLE: https://t.co/jL7zELZLFh SPOTIFY: https://t.co/eH1oEDv8zj YOUTUBE: https://t.co/r2elMt1G0I
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I’ve been involved with Molycorp/MP since we participated in their 2010 IPO. The WSJ article misses probably the single most critical reason China came to dominate rare earths refining…and refining is the part of the supply chain where they dominate and control 90% of global
Very useful WSJ report on how China gained control of rare earths processing/ permanent magnet production -- and how it kept control 1/
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i came across this wizards-specific newsletter by a young writer named troy haliburton it’s really good go subscribe if you’re a wizards fan or just a basketball nerd https://t.co/i8VPq2tVbw cc: @andrewsharp (tagging you andrew because you’re my go-to wizards guy lol)
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Was a very tough night for Reed Sheppard shareholders. Will be discussing with @KevinOConnor this AM. Lots of hard truths to face
@andrewsharp Reed Shepard has no business being in this game. I feel bad for the guy.
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Watching Rockets offense has been giving me panic attacks for the past two hours, but sure, let's play all night!
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OKC, Houston and Both Ends of the Entertainment Rankings, Awards Picks for 2026, Win Total Locks and The Celtics Media Game Preview feed: https://t.co/Ptnw0bHADg Subscribe to the show: https://t.co/vbtgUJmvBY
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This is the first post for a new project called SHARP TEXT. Going forward, in addition to all of my podcasts, I’ll be publishing once a week on tech, hoops and/or geopolitics. Very excited to be writing again!
Did Xi Jinping Just Have A Bad Moment? A closer look at the trade war, and what China may be misreading about the U.S. as it sends an ominous message to the rest of the world. Full article here: https://t.co/URCO577Npc
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