Evidence receipt / belief
Published · transcript-backedBen Thompson: belief
12 Feb 2026 Cheeky Pint Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
“I think there's massive economic reasons to do so, which is all the revenue you're going to be foregoing in 2029 if you don't do it now, and then we'll happily get geopolitical insurance for free.”
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
…Okay. I think there's massive economic reasons to do so, which is all the revenue you're going to be foregoing in 2029 if you don't do it now, and then we'll happily get geopolitical insurance for free. But if TSMC are the best, rather than like standup Intel, which seems hard, isn't the answer to just again, prepay for an extra fab build out for—…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.