[mooglevich]

As a longtime loyal subscriber to Stratechery... I kinda agree. But as the other commenters did point out, this does reflect how the market seems to feel about OpenAI, at least. (Meta - I'm less sure of; Thompson does fawn over Meta quite a bit, I personally think it's too much and seems to not fully reflect reality, but man do they really cane it when you see their usage numbers, so maybe he's right.)

I did think his GPT-5 commentary was good, insofar as picking up the nuance of why it's actually better than the immediate reactions I, at least, saw in the headlines.

Where I do agree with you is how Stratechery's getting a little oversaturated. I'm happy Ben Thompson is building a mini media empire, but I might have liked it more when it was just a simple newsletter that I got in my inbox, rather than pods, YouTube videos, and expanding to include other tech/news doyens. Maybe I'm just a tech media hipster lol.