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.

Links

• Ben Thompson: The End of the Beginning — Stratechery (stratechery.com/2020/the-end-of-the-beginning)

• Ben Thompson: Obsoletive — Stratechery (stratechery.com/2013/obsoletive)

• Ben Thompson: The End of the Beginning Follow-Up, Technological Revolutions and Financial Capital, Venture versus Productive Capital— Stratechery Daily Update (stratechery.com/2020/the-end-of-the-beginning-…)

• Technological Revolutions and Financial Capital — Carlota Perez (carlotaperez.org/pubs?s=tf&l=en&a=tech…)

• Ben Thompson: Bubble Talk, Revisited; It [Wasn’t] 1999; The Big Tech Basket — Stratechery Daily Update (stratechery.com/2020/bubble-talk-revisited-it-…)

• The Structure of Scientific Revolutions — Thomas Kuhn (en.wikipedia.org/wiki/The_Structure_of_Scienti…)

• Ben Thompson: Visa, Plaid, Networks, and Jobs— Stratechery (stratechery.com/2020/visa-plaid-networks-and-j…)

Hosts

• Ben Thompson, @benthompson (twitter.com/benthompson), Stratechery (stratechery.com)

• James Allworth, @jamesallworth (twitter.com/jamesallworth), Harvard Business Review (hbr.org/search?term=James+Allworth&sort=po…)

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