tech, startups, internet

The agentic web and original sin.

From Ben Thompson at Stratechery. Since payments weren’t embedded in the original web, advertising has come to be the dominant business model on the internet. AI agents threaten to disrupt that. Maybe micropayments finally could have a role to play? […]

tech, startups, internet

The agentic web and original sin.

From Ben Thompson at Stratechery. Since payments weren’t embedded in the original web, advertising has come to be the dominant business model on the internet. AI agents threaten to disrupt that. Maybe micropayments finally could have a role to play? […]

tech, startups, internet

Apple’s great flattening.

Did you see that Apple ad? The one where they crushed all the creative tools of the last several centuries into one super-thin iPad. Creatives didn’t love it. This Stratechery piece uses the ad as a jumping off point for […]

tech, startups, internet

Aggregator’s AI risk.

From Stratechery: “Generative AI flips this paradigm on its head: suddenly, there isn’t an abundance of supply, at least from the perspective of the end users; there is simply one answer. To put it another way, AI is the anti-printing […]

tech, startups, internet

The bull case for AI homework.

Ben Thompson of Stratechery offers my favorite (so far) vision for how generative AI could be a net benefit for school homework. A school could mandate the use of a specific AI! “Here’s the thing, though: the system will frequently […]

tech, startups, internet

The AI unbundling.

Ben Thompson of Stratechery is one of the most notable writers on the business of technology. He’s the creator of aggregation theory, which has been useful in understanding the centralizing forces of the internet. Now with AI, given its recent […]

retail therapy

The Amazon empire strikes back.

Stratechery: “Amazon’s owning the end to end supply chain makes it harder for merchants to ditch Amazon. Because the alternative logistics network form China are more expensive and more prone to failures. Investment years ago creates value and loyalty today.” | learn […]

tech, startups, internet

Microsoft and the metaverse.

Ben Thompson from Stratechery thinks the metaverse is already here in the form of the internet. Its next iteration will primarily serve workers, not consumers. “This means that the company that is, in my opinion, the most well-placed to capitalize […]