You want to make more, so that you can pay for that camera car. This certainly makes sense: manufacturing semiconductors is perhaps the most capital-intensive industry in the world, and AMD, Qualcomm, et al have been happy to focus on higher margin design work. Three Best Ben Thompson And James Allworth Podcasts For 2021. Even mentioning Craigslist, though, anthropomorphizes what was a secular outcome of the Internet: that fact you could make a site for anything accessible by anyone — and searchable, to boot — meant that of course newspapers were going to lose the classifieds business (and the display advertising business after that). living in a tent two blocks away from a building long since removed from actual trading, /r/WallStreetBets used the system against itself. It’s zero or maybe one. One of the takeaways of that piece was that monetization was holding podcasts back, and that Spotify appeared to be positioning itself to expand the podcast advertising market via centralization. A few years after Madrian and Shea’s landmark study, Richard Thaler, the Nobel-prize winning economist at the University of Chicago, devised a new approach for 401(k) enrollments that sought to overcome the downside of default choices (while preserving their upside). At the time some other apps like Hipstamatic had filters but you had to pay for them. Both companies would have been better served by stating the plain truth from the beginning: Trump is the democratically-elected President, which means he can tweet what he wants. Only four companies have the capacity to build the chips that are in every mobile device today, and in everything tomorrow. Secondly, like those successful networks, Clubhouse centralizes creation and consumption into a tight feedback loop. That’s right: Intel likely has, at least for now, given up on process leadership. Who, though, is “they”? [10], This article is about the industry analyst. Some of these masks had problems early on, but the manufacturers learned and fixed them or were culled by regulatory action, and China’s exports were able to grow when no one else could restart production. The implication of overthrowing the Second Estate, via the empowerment of commoners, is almost too radical to imagine. While Wuhan’s lockdown drew the most attention, and some degree of emulation, that wasn’t what actually stopped the virus’ spread. Megalothymia is “the desire to be recognized as superior to other people”, and “can be manifest both in the tyrant who invades and enslaves a neighboring people so that they will recognize his authority, as well as in the concert pianist who wants to be recognized as the foremost interpreter of Beethoven”; successful liberal democracies channel this desire into fields like entrepreneurship or competition, including electoral politics. These ads were elaborate affiliate marketing schemes; you really could get a free iPod if you signed up for several credit cards, a Netflix account, subscription video courses, you get the idea. What has kept the company prospering — when it comes to the level of capital investment necessary to build next-generation fabs, you are either prospering or going bankrupt — has been the explosion in mobile’s counterpart: cloud computing. The thread also frequently fails to update in real-time, meaning you sometimes reply to questions that have already been answered, which is unfortunate because there is no way to respond to individual messages. From The Amazon Tax: The “primitives” model modularized Amazon’s infrastructure, effectively transforming raw data center components into storage, computing, databases, etc. Tufekci contrasts many modern protest movements with the U.S. Civil Rights movement: What gets lost in popular accounts of the civil rights movement is the meticulous and lengthy organizing work sustained over a long period that was essential for every protest action. While Stratechery frequently discusses Aggregation Theory, a major focus in 2020 were companies and platforms that go direct-to-consumer by focusing on niches. What changed was the feed, something uniquely enabled by digital. Aris Roussinos explained at UnHerd: Now that history has returned with the vengeance of the long-dismissed, few analyses of our present moment are complete without a ritual mockery of Fukuyama’s seemingly naive assumptions. In an S Team meeting before EC2 launched, Bezos unilaterally revised that to ten cents. Amazon One, How Amazon One Works, Good or Bad Idea? The framework focused on where a company was in the stack: It makes sense to think about these positions of the stack very differently: the top of the stack is about broadcasting — reaching as many people as possible — and while you may have the right to say anything you want, there is no right to be heard. Looking back, though, I should have realized that but for a few exceptions, advertising never ended up working out for blogs; the premise behind 2015’s Blogging’s Bright Future was that subscriptions made far more sense as a business model: Forgive me if this article read a bit too much like an advertisement for Stratechery; the honest truth is my fervent belief in the individual blog not only as a product but also as a business is what led to my founding this site, not the other way around. Not only can existing publishers reach anyone, anyone can become a publisher. And, of course, the Milwaukee Bucks. What else can we build with so much broad benefit so quickly? After all, misinformation is a bad thing, change is uncertain, and no one wants to be the one that screwed up. What truly makes a category is v2: products that are only possible because of the unique properties of digital. We talk about all kinds of things: video games and COVID, family frustrations and bad bosses, and whether Aaron Rodgers is better than Patrick Mahomes (if only Rodgers had had Andy Reid). Publishing is back to the future, even if awareness of that reality is not evenly distributed. Massive demand, limited suppliers, huge barriers to entry. Four years on, we have a new Congressionally-certified President-elect, combined with the greatest Trump-related crisis facing tech yet. Ben Thompson is an American business, technology, and media analyst, who is based in Taiwan.He is the author of Stratechery, a subscription-based newsletter/podcast featuring commentary on tech and media news. Moreover, they don’t even need a publication: social media gives everyone the means to broadcast to the entire world. Ben Thompson is the author and founder of Stratechery, a blog about the business and strategy of technology.You can follow him on Twitter @benthompson.. James Allworth is the co-author with Clay Christensen of How Will You Measure Your Life and a writer for the Harvard Business Review. This is an unofficial fan subreddit with no association to Ben Thompson or to Stratechery.com. The Wall Street Journal explained in March: The cordon sanitaire that began around Wuhan and two nearby cities on Jan. 23 helped slow the virus’s transmission to other parts of China, but didn’t really stop it in Wuhan itself, these experts say. This has two implications: This is a big problem for the parties as described in The Party Decides. This is not, to be very clear, analysis about Tesla the business. To the extent the Internet is as meaningful a shift — and I think it is! Ben Thompson / Stratechery: Intel is in more danger than its profits suggest and should spin off its manufacturing business unless the US can subsidize it, ideally with purchase guarantees — One of the first Articles on Stratechery, written on the occasion of Intel appointing a new CEO, was, in retrospect, overly optimistic. Most chip designers are fabless; they create the design, then hand it off to a foundry. The vast majority of the technologies undergirding the Internet were in fact developed decades ago. This is the other area where podcasts miss the mark: it is amazing to have so much choice, but all too often that choice is paralyzing; sometimes — a lot of times! That is why I would actually give Facebook’s upcoming Clubhouse competitor a better chance than Twitter’s already-launched offering. “We actually elected a meme as president.”. Spotify is trying to do something similar for audio, particularly podcasts. There are over 3 million different books worldwide in all languages. “I’m f—— trembling out of excitement brahs,” one 4channer wrote Tuesday night, adding a very excited Pepe the Frog drawing. The other way that Facebook looms large in the social networking discussion is monetization: it is obvious that there is an endless human appetite for social networks, but advertisers would much rather focus on Facebook’s integrated suite of properties. This has been the case for me: I am in private groups with plenty of folks that I disagree with about a whole host of things, but because we share a common interest, and are ok being trusted friends on that vector, I have learned a lot about why they believe what they believe about a bunch of issues. It is also likely possible to connect Clubhouse IDs with user profiles. Inept managers may diminish a franchise’s profitability, but they cannot inflict mortal damage. Not only is Ben Thompson’s Stratechery frequently mentioned on MR, but such is Tyler’s fandom that the newsletter even made its way onto the reading list for one of his PhD courses.Ben’s based in Taiwan, so when he recently visited DC, Tyler quickly took advantage of the chance for an in-person dialogue. The crucial missing piece, though, is that TikTok isn’t really a social network…. Posted on Tuesday, December 22, 2020 Monday, December 28, 2020 Author by Ben Thompson Manage your Stratechery subscription. In that article where I quoted Krugman I added: I suspect that Zuckerberg for one subscribes to the first idea: that people find what others say inherently valuable, and that it is the access to that information that makes Facebook indispensable. This sort of strategic thinking, in which Bezos didn’t simply understand a particular point of business but also its implications both now and in the future, was how Bezos transformed Amazon into a true tech company. That was when Buffett perceived that media properties were losing their status as franchises and becoming merely businesses, which is to say that the rationale for journalists not caring about how the money was made was disappearing before the World Wide Web even existed.1. Capture enough of the audience and the creators will follow. Overcoming all of the obstacles that could keep mRNA injected into the muscle of a person’s arm from finding its way to immune system cells deep within the body, and coaxing those cells to make the critical protein. This is what the Internet enables, and it is completely transforming not just technology companies but companies in every single industry. The reason this was possible is that the true cost of integrated circuits came from the R&D costs to design them, and capital costs to manufacture them; the actual materials cost was practically zero. That, though, was the opportunity. And, if it can take a sufficient number, the company surely believes it can create a superior monetization mechanism such that the rest of the podcast creator market shifts to Spotify out of self interest. Facebook takes innovations developed in different apps for interest-based networks and adds them to its relationship-based network; at the same time, this also means that Facebook is never going to be a real competitor for Clubhouse, which seems more likely to recreate Twitter’s interest-based network than Twitter is likely to recreate the vibrancy of Clubhouse. At the same time, as Tyler Cowen argued in Bloomberg last May, centralized quarantines were never really a serious option: There has been surprisingly little debate in America about one strategy often cited as crucial for preventing and controlling the spread of Covid-19: coercive isolation and quarantine, even for mild cases. Musk’s point about the relevant power of memes to pictures makes perfect sense; what is notable is that the unit of measurement — words — are so clearly insufficient for the reasons I just documented.

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