underscored

@underscored

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Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon's physical world investments are an AI moat.

— Ben Thompson
1mo ago

That conversation ultimately echoed a very early Stratechery riff on the society-altering implications of tech that removes friction; 13 years later, our generation is still catching up.

2mo ago

One of the characteristics of an Aggregator like Google is the way in which they maximize absolute value at the expense of relative value. For supply — i.e. content on the web — Google dramatically increases the number of visitors, even as the value of any one visitor who comes from Google is worth much less than a visitor who visits directly; for an advertiser, the value of one click makes up for thousands of impressions of an ad that make no difference; for a user, Google helps them discover what they are looking for amidst the overwhelming abundance that is downstream from distribution being free.

5mo ago

Underscored — save the words that stop you in your tracks.

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