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Ben Thompson: belief

12 Feb 2026 Cheeky Pint Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media

“Not having access to that is definitely one of them. But the problem is that it's such a huge market now that I think there are fewer and fewer restaurants, in that a lot of these places actually just straight up close their storefronts are just ghost kitchens basically.”

— Ben Thompson

Source trail

Everything needed to verify it.

Speaker
Ben Thompson
Attribution
Verified speaker
Claim type
belief
Recorded
12 Feb 2026
Publisher
Cheeky Pint

Transcript context

…But if people listening to this are visiting, I feel like one thing they should do is… It's a mistake to try and use Yelp or anything like that too much because you should maybe just try and go to a night market and follow your belly and see what looks good. There's a lot of excellent street food. And so that'd be one thing is don't try to overplan. Well, here's the problem though, where tech has made it worse, I would argue as a tourist. Taiwan is arguably the greatest Uber Eats market ever because there's just amazing options. It's all delivered by scooter, so it's always like 10 minutes to get dinner. I think you were going to ask me about difficulties moving to the States. Not having access to that is definitely one of them. But the problem is that it's such a huge market now that I think there are fewer and fewer restaurants, in that a lot of these places actually just straight up close their storefronts are just ghost kitchens basically. And all they do is just make Uber Eats orders all day. I see. So I mean famously, yeah, the restaurant economy and places like Taipei would have been really good, but it's gotten worse because people are eating in more with Uber Eats and stuff like that.…

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