Arm is no longer just a licensing business. The chip IP giant announced this week it will design and sell its own chips, targeting AI data centers directly. Ben Thompson covered the strategic logic in Wednesday's Update, then put Arm CEO Rene Haas on the record Thursday to explain the decision in his own words. The licensing model made Arm famous and profitable. Selling silicon is a different game entirely.
OpenAI killed Sora. The short-video AI app briefly dominated attention in 2025 before OpenAI reclaimed the GPUs powering it. Sharp Tech's spring mailbag unpacks the copyright disputes that may have accelerated its death, what it signals about OpenAI's enterprise focus, and why the eulogies are complicated. The episode also covers search advertising economics, F1, and the Vision Pro, none of it gently.
The NBA Playoffs arrive in weeks. Greatest of All Talk ran a Bullseye List episode pressure-testing stars including Victor Wembanyama, Chet Holmgren, Jalen Brunson, and Kevin Durant. Andrew Sharp also added himself to the list after a bad Luka take in January aged poorly by March. The full bundle this week also includes Dithering on John Ternus and the Mac Pro, Sharp China on Super Micro and Iran, and Asianometry on Singapore's sound card industry.
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