RECEIPT #BEN-TH
JAN 01, 2024
PREDICTION BY
Ben Thompson“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.
ORIGINAL SOURCE
Stratechery