Are there others out there? While Thompson does talk a lot about the intersection of technology with business strategy, he tends to focus on large, well-known technology companies that primarily have consumer facing offering.
I'd pay to read something like Stratechery for biotechnology, or enterprise software but to the best of my knowledge none of these exist.
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.
His annual mobile deck is usually really good;
http://ben-evans.com/benedictevans/2016/3/29/presentation-mo...
I wish I could read an entire aggregator of different hybrid consulting+insight blogs.