Is This The End For Amazon, TSMC and META?

Join Ben Thompson, the mastermind behind Stratechery, as he dives into the Aggregation Theory and reveals the secrets fueling the relentless growth of tech titans like Facebook. In true Acquired fashion, we explore how the Aggregation Theory is reshaping our digital landscape and speculate on its impact on our collective future. Don't miss this riveting conversation packed with keen insights and bold predictions!
0:00 - Intro
0:40 - Meta successes and failures
4:08 - TSMC analysis
7:18 - Amazon analysis
9:20 - AWS analysis
12:18 - Microsoft and AWS
Leave a comment and share your thoughts!
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[@AC-ge2tr]

Interesting thoughts on meta, especially the idea of acquiring Shopify. I like that one.

[@phambiliS]

Ben is absolutely phenomenal, technical,yet simple.

[@dolevcohen6946]

the best guest to have! Ben is a genius

[@miinyoo]

To put a finer point on it, VR isn't ever going to be mainstream in its current form. There's just too much of a leap. AR on the other hand has at least some potential albeit it also suffers from the obtuse nature of the bits that make it up like the headset or glasses and the raw compute power it needs to produce a compelling experience outside of enthusiast gaming simply isn't there. Maybe in a couple decades but even that's a stretch. Here's a milestone to look out for. When school children are using VR and/or AR in their daily routine with cheap commodity wireless hardware; then it might work as a mainstream idea outside of R&D, professional applications and gaming.

[@SMEInkJet]

I’m so