Warner Bros. Discovery
Mon 7:44am By Ben ThompsonWarner 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 ThompsonCable 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 ThompsonAmazon'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 ThompsonTwitter 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 ThompsonMachine-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 ThompsonNetflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should NetflixAn Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
Mar 28, 2022, 5:09 am By Ben ThompsonIt 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 ThompsonIf 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 ThompsonThe 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 ThompsonShopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network
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