Episode 179 — The Water We Swim In
Ben and James discuss whether mobile and hyper-scale clouds are the natural endpoint for this stage of technology, or if new companies will ride new paradigm shifts to replace Amazon, Google, Microsoft, and Apple.
January 18, 202055m 54s
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Show Notes
Ben and James discuss whether mobile and hyper-scale clouds are the natural endpoint for this stage of technology, or if new companies will ride new paradigm shifts to replace Amazon, Google, Microsoft, and Apple.
Links
- Ben Thompson: The End of the Beginning — Stratechery
- Ben Thompson: Obsoletive — Stratechery
- Ben Thompson: The End of the Beginning Follow-Up, Technological Revolutions and Financial Capital, Venture versus Productive Capital— Stratechery Daily Update
- Technological Revolutions and Financial Capital — Carlota Perez
- Ben Thompson: Bubble Talk, Revisited; It [Wasn’t] 1999; The Big Tech Basket — Stratechery Daily Update
- The Structure of Scientific Revolutions — Thomas Kuhn
- Ben Thompson: Visa, Plaid, Networks, and Jobs— Stratechery
Hosts
- Ben Thompson, @benthompson, Stratechery
- James Allworth, @jamesallworth, Harvard Business Review
Podcast Information