Narratives – Stratechery by Ben Thompson
What Elon Musk got wrong about Twitter, journalists and VCs got wrong about FTX, and Peter Thiel got wrong about crypto and AI — and why I made many of the same mistakes along the way.
Narratives – Stratechery by Ben Thompson Skip to content Narratives Monday, November 14, 2022 Two pieces of news dominated the tech industry last week: Elon Musk and Twitter, and Sam Bankman-Fried and FTX. Both showed how narratives can lead people astray. Another piece of news, though, flew under the radar: yet another development in AI, which is a reminder that the only narratives that last are rooted in product. Twitter and the Wrong Narrative I did give Elon Musk the benefit of the doubt. Back in 2016 I wrote It’s a Tesla , marveling at the way Musk had built a brand that trans
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