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Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media

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Ben Thompson, the internet’s premier tech analyst, joins John for a wide-ranging conversation on the mechanics of the internet economy.

Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media Cheeky Pint Feb 12, 2026 10 1 4 Share Ben Thompson, the internet’s premier tech analyst, joins John for a wide-ranging conversation on the mechanics of the internet economy. They discuss the origins of Stratechery and the "1,000 true fans" model, why Taiwan is the most convenient place to live (and the best Uber Eats market), and why the public markets are wrong to think SaaS is "canceled." Ben also explains why the US failure to control the TikTok algorithm is a disaster, why he’s a "crypto defender" in an age o

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