Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media

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“Exactly. Yeah. On the first, like, Anthropic just installed Workday. Yeah, I know. Famously. Exactly. So I don't think, I don't think, you know, we're cloud coding— systems of record are, are, are— that's the category. Yeah. People do not seem to be, you know, we see this with Tribbling as well. Like, I don't think anyone's cloud coding one of those systems of records. Do you use Workday? Anytime soon. No, we use Workday. I don't know what to make of the second criticism, but again, it just feels like for a very broad and deep system of records, it's kind of hard to make the argument that the business is somehow impaired versus a year or two ago.”