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Andrew Sharp

Mentioned in 4 analyzed podcast episodes across 1 show

Co-host of Sharp Tech with Ben Thompson, a podcast focused on technology industry analysis and trends. Sharp engages in substantive discussions on major tech topics including AI disruption, hyperscaler spending decisions, semiconductor capacity, and hardware innovation. He contributes critical perspectives on tech companies' strategic moves and product developments.

Episode Appearances

Sharp Tech with Ben Thompson

Sharp Tech with Ben Thompson · Feb 6, 2026

(Preview) SaaSmageddon and the Future, Microsoft After a Market Correction, Anthropic’s Super Bowl Lies

Co-host; moderating discussion on AI disruption of software companies and industry trends

Microsoft's AI product execution and market positionSaaS company defensibility against AI disruptionEnterprise software moats and regulatory complexity
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Sharp Tech with Ben Thompson

Sharp Tech with Ben Thompson · Jan 30, 2026

(Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC

Sharp Tech podcast host; questions Meta's AI spending justification and product differentiation

Meta Capital Expenditure StrategyAI Infrastructure InvestmentSuperintelligence as Corporate Goal
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Sharp Tech with Ben Thompson

Sharp Tech with Ben Thompson · Jan 23, 2026

(Preview) A Call to Action for TSMC’s AI Customers, Wall Street’s Netflix Anxiety, Q&A on Tech’s Cignetti, OpenAI, Starbucks

Co-host discussing TSMC capacity issues and interviewing Netflix co-CEO Greg Peters

TSMC Capacity Constraints and AI InfrastructureSemiconductor Foundry Pricing StrategyIntel 14A Process Technology and Credibility
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Sharp Tech with Ben Thompson

Sharp Tech with Ben Thompson · Jan 16, 2026

(Preview) Apple And Its Lack of Vision, The Transformation of United Airlines, Q&A on Grok, Meta, and Streaming Economics

Co-host; engages with Ben's Vision Pro critique; notes hardware is impressive despite lack of compelling content

Apple Vision Pro content strategy and executionImmersive video production for sports broadcastingLive event experiences in spatial computing
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