Google went wrong in the past by abandoning their horizontal business model; are they repeating their mistake, or does the future give them no choice?| Stratechery by Ben Thompson
Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.| Stratechery by Ben Thompson
Google and Facebook represent one philosophy, and Microsoft and Apple represent another; tech needs both, but ultimately platforms are more important than aggregators.| Stratechery by Ben Thompson