Stratechery: Apple, Acceleration, and AI — Ben Thompson on Why AI Makes Even Reliable Historians of Tech Uncertain
Stratechery·low signal
Ben Thompson's weekly Stratechery article covers Apple's 50th anniversary alongside an uncertainty thesis about AI disruption. Features a 90-minute interview with Horace Dediu (Asymco), who has reliably modeled tech industry dynamics for decades but acknowledges AI breaks his forecasting frameworks. Thompson frames this as a meta-signal: when the best analysts in tech admit their models are failing, the rate of change may be genuinely unprecedented.