Is This The End For Amazon, TSMC and META?

ℹ️ EPISODE INFO

Released

April 9, 2023

Duration

14m

Channel

Acquired

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

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 Leave a comment and share your thoughts! Watch FULL episode on: https://youtu.be/0renk9Zy2Wk More like this: https://youtu.be/gLSBDA_Ga8k Follow Acquired: Instagram: https://instagram.com/acquired.fm Twitter: https://twitter.com/AcquiredFM Tiktok: https://www.tiktok.com/@acquiredfm Visit our website: https://www.acquired.fm/ #benthompson #digitalworld #socialmedia #stratechery #podcast #businesspodcast #apple #tiktok #technology #metaverse #facebook

🎤 SPEAKERS

• Ben Thompson

  guest

🧾 EPISODE SUMMARY

In this episode of Acquired, featuring Ben Thompson and Ben Gilbert, Is This The End For Amazon, TSMC and META? explores thompson’s take on Meta resilience, TSMC risk, and Amazon Day 2 Thompson argues Meta is healthier than sentiment suggests: Apple’s ATT changes hurt near-term economics but may strengthen Meta’s long-term moat, and TikTok’s threat appears contained as Meta products still grow.

🔗 RELATED EPISODES

Meta (Audio)

The Steve Ballmer Interview

10 Years of Acquired (with Michael Lewis)

Using Cash Flows and Moats to Evaluate Investments

Market Size UNCONSTRAINED!!! Why AWS is the Best Business of All Time

ACQ Sessions: Jason Calacanis