About this episode
? ??????????????Stripe ?????Stripe Press Podcast?Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media??????????????????Stratechery ??? Ben Thompson???“????”????????????????Ben ??????????????????????????????? Stripe CEO Patrick Collison ?????Ben ?????????? AI ????????????????????“??? AI ???”????????????????? SaaS ????????????? 2029 ????????????????????????????????????????????????????????????????????? ????Ben Thompson????????? Stratechery ????????????? Newsletter ?????????“????”??????????????????????????????????????????????????“???????”??? ???00:00 ???Ben Thompson ? Stratechery ?????????????01:01 ????????????????????????02:05 ???????Uber Eats ??“??”??????????03:20 ?? 101 ?????????????????????AI ??????????04:12 ???????? Booking.com ? OpenAI05:31 ????????????? AI ?????????09:10 ?? OpenAI??????? ChatGPT ??????“??”11:40 ??? AI ???? Meta ?????????? Google ???????????? TikTok ??14:16 ????“??”Facebook??????? App ????17:12 ?????????????? TikTok ???????19:18 TikTok ?????????????????????????SaaS ???? AI Agent ???22:26 2026 ? SaaS ??????????????????25:51 ?? Agent ???????????????????29:20 ??????????? Facebook ?????????? AI AgentStratechery ?????38:05 ????????Andrew Sullivan ?????? Ben ?????40:42 “??????”??????????????????43:52 ???????Substack ???? Spotify ???????????????????????46:26 ?????Ben ???? AI ??“???? Google ???”???48:34 ????????????? 2029 ?????????????53:32 ???????? Trainium ????????????????????????54:30 AI ????????????????????????55:50 ??????????????????“?????”56:45 ?? vs ??????????????????? ????? ??? AI ?“????”Ben ???AI ??????????????????????????? AI ?????????????????????????????“????? AI ????????????????????????????”?? ???? AI ???Meta ?? vs Google ??Ben ?? OpenAI ????????????????????????? AI ???????????????????????????????????????????????????????????????AI ?????????????? SaaS ???“?????”Ben ????? SaaS ??????????????Seat-based pricing???? AI ??????????????????????? AI ???????????????? SaaS ????“???”???“???”???????????????? ????????Ben ?????????????????????????????????????????????????????????????????? AI Agent ????????????2029 ????????????????????? ?????“????”Ben ???????????????????????????????????????????????????????? Stratechery ??????????????????????????“????”????? ????????????Stripe Podcast: Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media????????????????????????????????????? AI ??????????????????????????????????????????????iEvenight
