Ever free newsletter and talking head spouts narratives like this free. If you want something that quantifies and gives actionable information, you must do it yourself or pay for it. What are your below $2000/month sources for good analysis?
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If you have to ask you're not going to benefit from it.
The website from this article. It's not free. Ben Thompson releases 1 free article a week but the other 3 articles published each week requires a $15/month subscription. Ben Thompson is also very influential in Silicon Valley and the overall tech/media industry.
I know him, I subscribed for a while. Even his paid content is lacking. I'm looking more Valens Research kind of analysis. SemiAnalysis is also good in the higher tier.
ps. Being influential in Silicon Valley just means you are influential, it does not mean substantial. Leopold is still influential and gets money thrown at him at $100s of million despite having no substance.
Criticism with no justification behind it is cheap.
irony
you might be looking for SemiAnalysis? I only read the free portions of articles but they have various paid options, mostly targeting investors with information and tools.
To me they come across as overzealous peddlers and hacks on some market pumping mission.
> overzealous peddlers and hacks
They are the marketing wing of the AI ecosystem. Their recent article on how SpaceX would drive 500B in data-center revenue was ludicrous-mode. Lets revisit this in a few years.