Ben Thompson was a leading industry commentator in the 2010s. He was well suited for those times. Less so for these, perhaps.
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.