Q&A with Stratechery's Ben Thompson on aggregation theory, AI, TikTok, ByteDance, AI agentic commerce, SaaS stocks, running Stratechery, TSMC, Stripe, and more
The tech world closely reads @benthompson's Stratechery, and for good reason. On Cheeky Pint, we discuss ads coming to AI, the Saaspocalypse, TSMC, and the media business. (Plus: how to visit Taiwan.) 00:00:20 Visiting Taiwan 00:04:59 Aggregation and AI 00:23:53 TikTok/Bytedance …