Join Ben Thompson, the mastermind behind Stratechery, as he dives into the Aggregation Theory and reveals the secrets fueling the relentless growth of tech titans like Facebook. In true Acquired fashion, we explore how the Aggregation Theory is reshaping our digital landscape and speculate on its impact on our collective future. Don't miss this riveting conversation packed with keen insights and bold predictions!
0:00 - Intro
0:40 - Meta successes and failures
4:08 - TSMC analysis
7:18 - Amazon analysis
9:20 - AWS analysis
12:18 - Microsoft and AWS
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Watch FULL episode on: https://www.youtube.com/watch?v=0renk9Zy2Wk
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