“Strong opinions weakly held” is a core principle of mine, and while I think I’ve demonstrated strong opinions aplenty on this blog, today it’s time to give credence to the …| Stratechery by Ben Thompson
Meta deserves a bit of a discount off of its recent highs, but a number of myths about its business have caused the market to over-react.| Stratechery by Ben Thompson
Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.| Stratechery by Ben Thompson
Facebook and Twitter represent the v1 of Social Networking; it’s a bad copy of the analog world, whereas v2 is something unique to digital, and a lot more promising.| Stratechery by Ben Thompson
Publishers used to live at the point of integration. The value of that integration, though, is gone with the Internet, which means value flows to suppliers and aggregators.| Stratechery by Ben Thompson
Nvidia is in the valley in terms of gaming, the data center, and the omniverse; if it makes it to future heights its margins will be well-earned.| Stratechery by Ben Thompson
