Ben Thompson Discusses AI Ads And Taiwan Life

On January 27, Ben Thompson, founder of Stratechery, spoke with Stripe President John Collison on the Cheeky Pint podcast, discussing life in Taiwan, Aggregation Theory, ad monetization in AI, the TikTok deal, AI agents' effects on e-commerce, and concerns about TSMC capex. The lightly edited interview highlights shifts in platform power and delivery economics and their implications for advertising and distribution strategies.