The short version

Ben Thompson predicted on January 1, 2024: “Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling demand will give power over supply.” Verdict: Still evolving. Demand-aggregating platforms have retained and expanded their power in the AI boom, aligning with the prediction. This is a structural, long-term prediction, and currently, the evidence supports the thesis.

Prediction by

Ben Thompson

On January 1, 2024

“Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling demand will give power over supply.”

Follow-up

Demand-aggregating platforms have retained and expanded their power in the AI boom, aligning with the prediction. This is a structural, long-term prediction, and currently, the evidence supports the thesis.

From the High Caliber AI network — see the AI for PR module in the course.