Ben Thompson
speaker
42,103 appearances
120 recordings
2 series
first heard Sep 2024
last heard 21 Aug
Ben Thompson’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 39 in all, peaking in Mar 2026 with 5.
Appearances
And I I wrote about this a bit.
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I talked about Amazon and Apple together.
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The two big winners from the cloud, can they actually adjust for the AI era if it requires sort of different approaches?
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And uh the framing in that someone else article was: well, Amazon has invested heavily, not just, of course, they were first, but in really maximizing the their position.
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In a commodity market.
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And what I mean by that is there's we've talked about this on this podcast.
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There's two ways to make money.
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What everyone tech thinks about is make something that's differentiated that has a moat and sell it for a premium.
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That is the Apple model.
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Like, like, and everyone is like I was at some sort of startup event a couple of weeks ago, and they're just talking about motes, motes, motes, motes, motes, motes, motes.
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Like that's what everyone in Silicon Valley is thinks about.
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It's the most intuitive.
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Uh I think but it's also in the real world.
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I think
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What's the doing?
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Well, the real yeah, exactly.
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The real world where a lot of comp like a lot of products are commodities.
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They are highly substitutable.
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You can if you don't get it something there, you can get it somewhere else.
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How do you make money in that world?
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Showing 3721–3740 of 42,103 · page 187 of 2106
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