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.


  • 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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