Ben Thompson

speaker
41,192 appearances 118 recordings 2 series first heard Sep 2024 last heard 21 Aug

Ben Thompson’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
5 · Mar OctJan 26AprJulnow

Recordings per month over the last 12 months — 39 in all, peaking in Mar 2026 with 5.

Appearances

newest first · ▶ plays the moment
And you know what? podcast-host
That's fine. podcast-host
Like I I I I what they showed in twenty twenty-four was pretty compelling. podcast-host
Yeah. podcast-host
Like that's why we were excited in twenty twenty-four. podcast-host
And and it's compelling crucially customers. podcast-host
end AI customers who hasn't not wanted to like you knew something, it's in your data somewhere and you wanted to surface it. podcast-host
And they can do it because they're the operating system. podcast-host
It's the it's because of their position with the iPhone that they are uniquely positioned to do something with AI that no one else can do, even though it's not technically impressive. podcast-host
It's still different. podcast-host
Differentiated, highly differentiated. podcast-host
And that's that was why I was so enthusiastic about 2024. podcast-host
Cause like aha, they have an angle here. podcast-host
They don't need to do a bunch of capex spending. podcast-host
They can actually deliver something meaningful given their pre existing position. podcast-host
They're leveraging their position as long as the data. podcast-host
Make all the podcast-host
They own the data that matters and they have a position to to correl developers to use these app intent system and their index system to give them their data, even though they, you know, even though like the developers are don't like Apple and all these bits and pieces. podcast-host
But they were it was a very smart strategic play. podcast-host
And I was very enthusiastic about it in 2024. podcast-host
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