Reading up on Ben Thompson
3 deep · digging since nov 19, 25
- Self-driving, Tesla and the influence of brand
Tesla's brand halo causes overestimation of its self-driving lead, but competitors offer comparable Level 2 systems and the brand declines due to Musk's politics and competition.
- Tim Cook's Impeccable Timing
Tim Cook's CEO tenure at Apple is debated as operationally genius but lacking Steve Jobs-level innovation, with China and AI passivity as core critiques.
- Robotaxis and Suburbia – Stratechery by Ben Thompson
Robotaxis and same-hour delivery will shrink the convenience gap between suburbs and cities, potentially ending the urbanist revival and challenging Uber's long-term model.