Is it just me, or has Om become almost entirely unreadable of late? This post is 80% posturing about the WSJ's ‘narrative’ and 20% vague metaphors about ‘souls’ and ‘spigots’. It’s essentially tech-themed poetry. I appreciate he’s cynical about the AI hype cycle, but there’s absolutely no signal here. Ben Thompson might be equally enamoured with his own voice, but he at least tethers his ego to actual unit economics and a framework you can test. Om is just sharing a mood board and calling it analysis
The appeal to JD Vance is properly craven and validates the view that their business model is effectively a protection racket.
Recall the unsavoury episode with taviso, when they lobbied the FTC to investigate him after he helped clean up their mess during Cloudbleed. They always pivot to aggression when challenged.