The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Streaming will eventually cost consumers exactly as much as their old cable bundles
“What's going to happen is people are going to end up paying about the same amount of money every month they do for content today.
There should be paying different people.
And I think that that's going to be the case.
This idea that there's going to be this, yo…”
Thompson: Tech giants blew through debt markets in a year for AI
“Then, like, the speed with which the tech companies blew through the debt markets is kind of incredible. Like, it took, like, a year, and now Google's issuing equity.”
Thompson: Google agreed to sell about 20% of its TPUs to Anthropic
“Google already made a deal to sell, like, 20% of their TPUs to Anthropic.”
Thompson: Xbox Game Pass has 30M subscribers and is decreasing
“And they, I think the, you know, the recent reporting was they expected to have seventy-five million Game Pass subscribers by this year. They have like thirty million, and that number is actually decreasing. It's not going up.”
Ben Thompson: TSMC cut capex for two years following ChatGPT's release
“ChatGPT comes out. Every hyperscaler starts investing like crazy. What does TSMC do? They actually decreased their capex year over year, two years in a row. They did, they, there was no market response from TSMC to the ChatGPT moment.”
Thompson: AWS was not built from spare Amazon compute capacity
“AWS, contrary to sort of popular thought, was not spare Amazon capacity. Actually, it took a long time to get Amazon.com onto AWS, but the, what it drove was the understanding that we need to have a scalable, we can't be having so many meetings. Like, we need …”
Thompson: Meta Has Cumulatively Spent Over $100 Billion on Oculus
“The other problem is they've spent Cumulative hundred some billion dollars on Oculus”
Thompson: Google built its infrastructure moat on cheap dot-com dark fiber
“Google built its business by buying up dark fiber. They had the killer search engine, but they, so much of the power, what they do is because they bought up all this dark fiber. That was basically free after the.com era.”
Ben Thompson predicts music streaming will soon surpass CD-era peak revenues
“It turns out the music industry is actually in fantastic shape, and their revenue has been increasing a lot, and they're actually going to have, they're on pace to have like their best year ever in like the next couple of years, like even more than like the CD…”
Thompson: BNSF generated more cash in one year than See's Candies lifetime
“Like BNSF in twenty-twenty-five or something, they're, the amount of free cash they've threw off in one year was more than these candies that throw off its entire lifetime. Even though you're talking about a low margin business compared to a very high margin b…”
