# Ben Thompson

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TIP855: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Shawn O’Malley and Daniel Mahncke revisit Shopify (NASDAQ: SHOP) fifteen months after Shawn pitched it, called it one of the best businesses they’d ever studied, and recommended passing on the stock at around $80 per share. Since then, the stock has nearly doubled, gross merchandise volume has grow…

4. Stitch Fix: Freestyle Freefall (Part 4)

We finally answer the question of, what happened to Stitch Fix? When the Freestyle bet failed, Stitch Fix retreated to the Fix business — only to find it had damaged its core business in its ambitious pursuit. *** ⁠⁠⁠What Happenned To Stitch Fix? Part III⁠⁠⁠ on Matan's Blog *** ⁠⁠Stratechery by Ben…

The airline CEO putting Starlink on every plane

Scott Kirby, CEO of United Airlines, joins John and Ben Thompson to break down the airline business and United’s contrarian bets shaping commercial aviation.  Scott details United’s massive COVID fleet expansion while competitors shrank, why customer surveys are useless for predicting the future, a…

TIVP105: Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Shawn O’Malley and Daniel Mahncke revisit Shopify (NASDAQ: SHOP) fifteen months after Shawn pitched it, called it one of the best businesses they’d ever studied, and recommended passing on the stock at around $80 per share. Since then, the stock has nearly doubled, gross merchandise volume has grow…

Should You Wait For Property Prices To Recover? | FUNdamental Fridays

Is Australia's property market really performing the way the headlines suggest?In this week's FUNdamental Friday, Ben Thompson sits down with independent property economist Cameron Kusher to unpack what's actually happening beneath the surface of today's housing market.From interest rates and buyer…

Linux Foundation on AI, Denmark’s Open Source Test, and Ben Thompson’s Take on the Internet

AI quickens open source coding, Denmark tests Collabora beyond Microsoft Office, and Ben Thompson reflects on the changing internet

Linux Foundation on AI, Denmark’s Open Source Test, and Ben Thompson’s Take on the Internet

AI quickens open source coding, Denmark tests Collabora beyond Microsoft Office, and Ben Thompson reflects on the changing internet

AI Moves Into the Real World: Robotics, Infrastructure, and Enterprise Automation

AI Daily Podcast explores the latest news and innovations shaping the future of artificial intelligence technology, from embodied AI and robotics to enterprise automation, AI infrastructure, and national AI strategy. In this episode, we look beyond chatbots and model benchmarks to examine where A…

The 2 Lessons Silicon Valley Relearns Every Decade

Growth Newsletter: https://levelingup.beehiiv.com/subscribeNeed marketing help? Visit: https://www.singlegrain.com/ and https://npdigital.com/Want to recruit great marketers? Find them here: https://marketingschool.io/hireNeil and Eric dig into the two lessons Silicon Valley keeps relearning every …

Ep. 8: AI at Work: Guilt, Trust and Hiring with Ben Thompson and Russell Dias

Ben Thompson and Russell Dias on why using AI at work makes so many people feel guilty, and how to use it in hiring without losing trust. Employment Hero’s AI Paradox Report found that 41% of UK workers feel guilty about using AI to produce work, rising to 51% among Gen Z. Kevin Fitzgerald, UK Man…