Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.| Stratechery by Ben Thompson
Recent E.U. regulatory decisions cross the line from market correction to property theft; if the E.U. continues down this path they are likely to see fewer new features and no new companies.| Stratechery by Ben Thompson
Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.| Stratechery by Ben Thompson