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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 39 in all, peaking in Mar 2026 with 5.
Appearances
Runs on Intel chips.
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Amazon is offering an instance that runs on Intel chips.
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But because Amazon can fit like 20% more virtual machines on one chip, that means their cost to serve is structurally lower than Microsoft's was because they have this whole coprocessor sort of thing.
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And this is how this is just this is a great example of Amazon in a nutshell and why they're so why they are the anti-Apple.
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And I mean that in a very positive sense.
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Apple's all the way on the extreme of yeah, we're going to highly differentiate our products.
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We're like, we're gonna keep our OS is gonna be exclusive to our hardware.
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We're gonna have a developer, so we get network effects ecosystem.
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We're gonna have brand.
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We're gonna have all those things that make Apple Apple that gives us a structurally sustainable.
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And we're gonna do that.
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Differentiation
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Amazon's all the way on the opposite side.
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They are going to invest a ton and ton of money over years to build structural.
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Cost advantages.
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So in commodity markets, so they can do things which they did in retail too.
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Yeah.
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Yeah.
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They did in retail to do
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Well, if they were just first in general, number one.
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Showing 3801–3820 of 42,103 · page 191 of 2106
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