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Episode 179 — The Water We Swim In

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Manage episode 336384832 series 2508827
Content provided by Ben Thompson / James Allworth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Thompson / James Allworth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

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  continue reading

211 episodes

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Episode 179 — The Water We Swim In

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Manage episode 336384832 series 2508827
Content provided by Ben Thompson / James Allworth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Thompson / James Allworth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

Podcast Information

  continue reading

211 episodes

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