Everybody who reads HN should pay Ben Thompson $10/mo for his Daily Update (this is the once-a-week public version). The man's writing has unequivocally had a major impact on my ability to think about technology, and is the only email I read before coffee in the morning.
This was a tough read. I find it hard to read through stuff just throwing quotes, graphs and all into a big mess. Seems like the consistency just takes a dive.