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BT
Ben Thompson
Founder, Stratechery
@benthompson
The most influential technology analyst in the world. His Stratechery newsletter is required reading in Silicon Valley. Known for rigorous strategic thinking and the "Aggregation Theory" framework.
Key Beliefs
AI will be the greatest aggregator of them all
Distribution and integration matter more than raw capability
Apple's AI strategy is more coherent than people think
The enterprise AI market is massively underestimated
Content creation costs approaching zero changes everything