(LINK) Neither, and New: Lessons from Uber and Vision Fund – Stratechery by Ben Thompson

Sounds like Ben is shifting his stance quite a bit.

Will be interesting to see that change.

Neither, and New: Lessons from Uber and Vision Fund – Stratechery by Ben Thompson:

Going forward I plan to be a lot more skeptical about other tech startups that interface with the real world and the attendant drag on margins that follows; I am not saying that the category isn’t viable, and technology truly makes these companies different than the incumbents in their space, but they are not necessarily tech companies either.

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