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.
Dreampipe's Blog 