I don't get the love for Stratechery. Thompson is a good writer but the few articles I can recall from him were bad misses. For example he wrote a long piece about how the Nest acquisition heralded a major new consumer products business model for Google. How has that worked out?
I don't think it's because of his prediction accuracy. What I love about his writing is that he brings in a fresh perspective and an alternative way to think about tech and its future, whereas most normal tech press just reports what's happening today and not even the why of that.
FWIW, while I found this particular piece insightful in general, I think he ignored the huge importance of Android and iOS. Even if the future is voice, the medium for the voice is likely to continue to be the phone or other wearables connected to the phone for a long time (5 years or more). And hence Apple and Google are likely to remain dominant since they will be at the front of the funnel. Even if the actual intelligence is coming from other companies, they will still have to be packaged as "app/AI plugins" into Android/iOS, so the OS owners should be able to continue to extract their pound of flesh a.k.a. App store revenue cut.
