Ben Thompson was a leading industry commentator in the 2010s. He was well suited for those times. Less so for these, perhaps.
Has anyone done deconstruction of his thesis / arguments and found his predictions to be lackluster?
He's just spent ten thousand words not very convincingly defending the fundamental misapprehensions which informed one of his own work's major theses, I would argue actually its central one, for the past four years.
Who has the stronger incentive to steelman? And if that's the best he can do right now, I grant that's not the same as saying he will certainly fail to adapt to the post-globalized, much more broadly and deeply impoverished world now taking shape. It is, though, about the same as saying he has not yet obviously begun succeeding.