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Ben Thompson returns from a remote fishing trip and teases a new tech-stack addition alongside his Starlink setup.
Ben explains why he wrote his Meta piece as a script of what he wishes Mark Zuckerberg would say.
The core thesis: Zuckerberg's sin is omission — refusing to embrace that Meta is fundamentally an advertising company.
If you're an ad service and your ads only succeed like 2% of the time, you're like the best ad platform on Earth.
🤯— Reveals the shocking scale of acceptable failure in advertising that makes it a perfect fit for probabilistic AI systems.
They are reportedly Anthropic's biggest customer. They shovel billions of dollars a year to Anthropic. That something they should probably do themselves.
🤯— Reveals that Meta is paying a competitor billions annually for AI capabilities it could build internally.
Companies often fail not from active mistakes but from refusing to fully embrace what they fundamentally are.
Write a one-page memo defining your company's core identity and identify one area where you're fighting against it.
Competing in someone else's market is harder than dominating your own adjacent space.
List your top three competitive threats and assess whether you're trying to beat them at their game instead of yours.
Probabilistic systems like LLMs and advertising thrive on high failure rates and massive experimentation.
Identify one process in your work where a 2% success rate would still be transformative and start experimenting.
Building core capabilities internally can be cheaper than paying competitors for them long-term.
Audit your vendor spend and identify one capability you could build in-house within six months.
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