You realize this “dumb blogspot” is written by the most successful writer in the industry as far as revenue from a paid newsletter? He has had every major tech CEO on his podcast and he is credited for being the inspiration for Substack.

The Substack founders unofficially marketed it early on as “Stratechery for independent authors”.

Your analysis concerning the technology instead of focusing on the business is about like Rob Malda not understanding the success of the “no wireless, less space than the Nomad lame”.

Even if you just read this article, he never argued that Google didn’t have the best technology, he was saying just the opposite. Nvidia is in good shape precisely because everyone who is not Google is now going to have to spend more on Nvidia to keep up.

He has said that AI may turn out to be a “sustaining innovation” first coined by Clay Christenson and that the big winners may be Google, Meta, Microsoft and Amazon because they can leverage their pre-existing businesses and infrastructure.

Even Apple might be better off since they are reportedly going to just throw a billion at Google for its model.

A lucky few can make good money telling rich people what they want to hear.

eg Yuval Noah Harari, Bari Weiss, Matthew Yglesias

> You realize this “dumb blogspot” is written by the most successful writer in the industry as far as revenue from a paid newsletter?

The belief that adding ads makes things better would be an extremely convenient belief for a writer to have, and I can easily see how that could result in them getting more revenue than other writers. That doesn't make it any less dumb.

As someone who has built actual multi billion dollar ad platforms his take is so laughable juvenile it’s not worth the bits it’s written with.

I can’t emphasize enough how bad Ben’s take is here. He needs to stop writing and starting doing something.