Person · appeared on 3 episodes
Technology analyst and writer, founder and author of the Stratechery newsletter and publication, known for aggregation theory of internet business models.
Cheeky Pint · 27 Oct · cohost
Invest Like the Best with Patrick O'Shaughnessy · 18 Aug · guest
TBPN · 8 Jul · guest
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TBPN· 9 Nov
John Coogan notes that Joe Weisenthal and Ben Thompson have both written about how NVIDIA's rise aligned with globalism and global capitalism.Big Technology Podcast· 6 Nov
Ranjan Roy says Ben Thompson argued that the constraint on AI moved from compute to physical capacity and now to political capacity.TBPN· 4 Nov
Ben Thompson said China is in the inverse scenario, with plenty of power and the ability to build more, but no leading-edge chips.The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· 2 Nov
Erik Bernhardsson cites Ben Thompson's old post, arguing Snap has no moat and just runs faster like the gingerbread man.Cheeky Pint· 27 Oct
Ben Thompson's theory is that rankings of the top global airlines miss the point.