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Published · transcript-backed

Ben Thompson: preference

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

“Just because it just shows up, I'm moving back to Wisconsin, so I'm buying stuff for the house and I get all those ski hangers and think those would be great.”

— Ben Thompson

Source trail

Everything needed to verify it.

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

Transcript context

…Okay. Maybe that's level four is like the— That’s what I've been wanting them to build! This is my whole bit before. This is why they're so late. They should be shipping that this year. You're only shipping that this year if you started your ad product two or three years ago. This is doable today. This is what Meta ads are. You need to watch more reels. I've bought more ski equipment this year that I don't need. Just because it just shows up, I'm moving back to Wisconsin, so I'm buying stuff for the house and I get all those ski hangers and think those would be great. That sounds very useful. They're still in a box. I haven’t actually put them up. Yeah. So there's a limit to what kind of banner ad type experiences you can do. Whereas I think the search thing is very powerful. But yeah, I'm curious what you think of step one, just the very act of checking out and then—or level one—the very act of checking out, level two better search, and then level three, defining your own embedding space of preferences.…

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