Ben and James discuss whether mobile and hyper-scale clouds are the natural endpoint for this stage of technology, or if new companies will ride new paradigm shifts to replace Amazon, Google, Microsoft, and Apple. Links Ben Thompson: The End of the Beginning — Stratechery Ben Thompson: Obsoletive — Stratechery Ben Thompson: The End of the Beginning Follow-Up, Technological Revolutions and Financial Capital, Venture versus Productive Capital— Stratechery Daily Update Technological Revolutions and Financial Capital — Carlota Perez Ben Thompson: Bubble Talk, Revisited; It [Wasn’t] 1999; The Big Tech Basket — Stratechery Daily Update The Structure of Scientific Revolutions — Thomas Kuhn Ben Thompson: Visa, Plaid, Networks, and Jobs— Stratechery Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review   Podcast Information   Feed iTunes SoundCloud Twitter Feedback