Ben Thompson

You’ve probably seen this all-time great essay:

Great article. Thanks

“Greatest of All Talk” (@goatnbapod), from @BenGolliver and @andrewsharp, is not only my favorite podcast, it is also making $100k+ six month after launching with a paid subscription model The “That’s fine for ______” list just keeps getting longer...

Good thread

This is phenomenal

This means that Amazon could, if they wanted to, make massive profits by reselling space they negotiated last year, but instead it appears that the company is offering space at cost to its resellers; this is the most important part of that Bloomberg article: This logistical prowess hasn’t been lost on the merchants who sell products on Amazon’s sprawling marketplace.

This is an excellent interview on China that reflects lots of private conversations I’ve had. A must-read, and a lesson of the perils of top-down narrative authoritarianism without a feedback loop.

Good analysis

Incredible read: