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  • Warner Bros. Discovery

    Mon 7:44am By Ben Thompson
    Warner Bros. Discovery is a company that makes a lot of sense, both because of its content and also its strategy, which treats streaming as an additional channel, not a reason-for-being.
  • Cable’s Last Laugh

    May 10, 2022, 10:42 am By Ben Thompson
    Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
  • Beyond Aggregation: Amazon as a Service

    Apr 25, 2022, 10:29 am By Ben Thompson
    Amazon's new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.
  • Back to the Future of Twitter

    Apr 18, 2022, 11:21 am By Ben Thompson
    Twitter should go private and return to its pre-2012 approach of being a centralized service with third-party clients.
  • DALL-E, the Metaverse, and Zero Marginal Content

    Apr 12, 2022, 10:46 am By Ben Thompson
    Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.
  • Why Netflix Should Sell Ads

    Apr 4, 2022, 10:26 am By Ben Thompson
    Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix
  • An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence

    Mar 28, 2022, 5:09 am By Ben Thompson
    It took a few moments to realize what was striking about the opening video for Nvidia’s GTC conference: the complete absence of humans. That the video ended with Jensen Huang, the founder and CEO of Nvidia, is the exception that accentuates the takeaway. On…
  • The Current Thing

    Mar 17, 2022, 8:40 am By Ben Thompson
    If businesses are subject to Aggregation Theory, then so are ideas: this is the root of the "The Current Thing" meme, and it should drive a re-evaluation of how we think about moderating content on the Internet.
  • Tech and War

    Mar 7, 2022, 11:06 am By Ben Thompson
    The reaction to the Ukraine invasion has been a demonstration of tech capabilities; those capabilities may be the key to compelling China to pressure Russia.
  • Shopify’s Evolution

    Feb 22, 2022, 10:58 am By Ben Thompson
    Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network