Person

Ben Thompson

2
Quotes
1
Show

What They Said

“OpenAI is kind of like mainline. They go to church every Sunday. They're sort of like evangelicals. That's Anthropic.” — Ben Thompson, Invest Like the Best (Patrick O'Shaughnessy)

Ranking the frontier AI labs by their setups, Ben Thompson argues OpenAI and Anthropic have the biggest upside because of how completely their teams believe in the mission, comparing the two companies to different strands of religious devotion.

Invest Like the Best (Patrick O'Shaughnessy) · 2026-08-18 Context → Listen →
“There's two things to understand about consumers that Silicon Valley has to relearn about every 10 years. Number one, consumers do not want to pay for software. And number two, consumers do not care about being productive.” — Ben Thompson, Invest Like the Best (Patrick O'Shaughnessy)

Ben Thompson is explaining why no one has cracked a business model for the low-cost, casual side of AI chatbot usage. He argues Silicon Valley keeps forgetting a basic truth about consumer behavior that free-to-use apps like ChatGPT are running into again.

Invest Like the Best (Patrick O'Shaughnessy) · 2026-08-18 Context → Listen →

Where They Turn Up

Invest Like the Best (Patrick O'Shaughnessy) 2