Ben Thompson, every mention

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every year anyone Emily Melton 5Rory O'Driscoll 3Hunter Walk 3Harry Stebbings 3Ezra Galston 3Howie Liu 2Emilie Choi 2Will Porteous 1Topher Conway 1Sridhar Ramaswamy 1

Verbatim, from the transcripts: the passages where Ben Thompson comes up

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Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town Sep 10, 2026 · 1 mention

  • ▶ 29:17 Rory O'Driscoll But then the other thing randomly, apropos of nothing, right, on the same thing, I will say I'm doing my reading this morning, and Ben Thompson, who I occasionally read, has a really great phrase.

Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated Aug 27, 2026 · 1 mention

Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings Jul 16, 2026 · 1 mention

  • ▶ 9:23 Rory O'Driscoll I've seen some of the columnists, Ben Thompson, even articulate the view that, I mean, it was Benedict, that

SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings Jun 11, 2026 · 2 mentions

  • ▶ 21:42 unnamed speaker Ben Townsend Estraker, he did a really good piece on it this morning. 2 times in the scene

Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings Mar 3, 2025 · 1 mention

  • ▶ 26:57 Mike Krieger I think, especially on the consumer front, um, you know, I was just reading, uh, Ben Thompson, you know, he has Nat Friedman and Daniel Gross on there pretty often, and they're talking about some people being Claude people and some people…

Sridhar Ramaswamy, CEO @Snowflake: Deepseek is Not a Threat to OpenAI & OpenAI Beats Anthropic|E1258 · 20VC with Harry Stebbings Feb 10, 2025 · 1 mention

  • ▶ 39:36 Sridhar Ramaswamy I mean, with a bubble bursting, as all bubbles do, uh, there's like this super, um, funny conversation and, you know, insightful conversation that, uh, um, Ben Thompson from Stratechery had with, uh, uh, Nat Friedman, uh, where they talk…

Michael Mignano: How I Founded Anchor; Why TikTok could be a $2 TRILLION Company | 20VC #923 · 20VC with Harry Stebbings Sep 7, 2022 · 1 mention

  • ▶ 36:45 Mike Mignano You know, I, uh, I, I recently had a conversation, uh, with Ben Thompson and we were talking a bit about this and, you know, if you think about recommendation media and the shift to algorithms away from follower counts, right?

20VC: The Future of Subscription Media, Why Startups Need To Stop Blaming Facebook and Google & How Founders Should Think Through Customer Acquisition Channel Dependencies with Alex Mather, Founder & CEO @ The Athletic Jul 10, 2020 · 1 mention

20VC: Airtable's Howie Liu on Potential Consolidation In The Collaboration Tools Market, The Transition From Peacetime To Wartime CEO & How To Make The Move To Remote Work Successful; The Process Beyond The Tools Apr 27, 2020 · 2 mentions

  • ▶ 19:51 Howie Liu I've been actually reading a lot of Ben Thompson Stratechery right now. 2 times in the scene

20VC: Why, How and When To Think About Growth Teams, The Right Way To Think About Network Effects & Scaling from Phase 1 To Phase 2 of Startup Life with Anu Hariharan, Partner @ YC Continuity Fund Mar 5, 2018 · 1 mention

  • ▶ 29:32 Anu Hariharan Well, there are actually a bunch of things I read, but I think my favorite and the one I never try to miss is Ben Thompson's blog, because I just think that he does a phenomenal job of drawing analogies to both history as well as other,…

20VC: LinkedIn's Head of Corp Dev on Why and When Startups Should Start Relationship Building With Corp Dev, What The Structure of M&A Traditionally Looks Like & How To Mitigate The Biggest Risk of M&A, Integration Risk Jan 15, 2018 · 2 mentions

  • ▶ 27:15 Emilie Choi But I have to say, I really tip my hat to Ben Thompson. 2 times in the scene

20VC: Why This Is Just The Start for Consumer Mobile, 3 Lessons China Taught About How To Invest Better In The US & How To Think About The Opportunity Cost of Capital Deployment with Hans Tung, Managing Partner @ GGV Capital Jan 8, 2018 · 1 mention

  • ▶ 21:06 Hans Tung I also like the information, and Ben Thompson's strategy is something I read often as well.

20VC: What Metrics LPs Really Use To Measure Manager Success, Why 10 Year Fund Structures Really Do Not Work & Why Venture Is So Similar To The Movie Business with Will Porteous, General Partner @ RRE Ventures Jul 31, 2017 · 1 mention

  • ▶ 20:11 Will Porteous I read Ben Thompson's Stratachery pretty religiously, and I read BuzzFeed News because I, I can't help it.

20VC: Khosla's Keith Rabois on How To Create Sustainability Behind Growth, How To Assess The Potential Of Individuals & Teams & The Biggest Takeaways from LinkedIn, Paypal & Square May 15, 2017 · 1 mention

20VC: AngelList's Naval Ravikant on The Secrets To Success At Seed, Why Micro VC Is The Return of Traditional Series A & Why We Will See The Unbundling Of Traditional VC Brands Apr 10, 2017 · 1 mention

  • ▶ 23:40 Naval Ravikant Ben Thompson's Strategery is probably the only newsletter that I pay for and I get huge value out of.

20VC: Homebrew's Hunter Walk on Why There Is No Series A Crunch, How To Package Portfolio Companies For The Next Round & Why The Bridge Round Is Not Always A Negative Sign? Apr 3, 2017 · 3 mentions

20VC: Why We Are Valuation & Ownership Insensitive, Why We Do Not Take Board Seats & The Effects Of The Series A Crunch with Topher Conway, Co-Managing Partner @ SV Angel Feb 13, 2017 · 1 mention

20VC: How To Test The Strength Of Co-Founder Relations, The Dangers Of Raising A Large Series A & Why The Biggest Challenge For Consumer Companies Is Finding The Second Big Hit with Rishi Garg, Partner @ Mayfield Fund Jan 18, 2017 · 1 mention

  • ▶ 25:43 Rishi Garg I love, I love Strategery by Ben Thompson, which I quoted today in a post I just had on TechCrunch.

20VC: Why You Should Not Invest From Patterns, Why No Good Business Was Built As An Analogy Of Another & Why The Rise Of The 'Celebrity Investor' Is Concerning with Emily Melton, Partner @ DFJ Jan 11, 2017 · 5 mentions

20VC: AngelList's Parker Thompson on How He Evaluates Startup Founders & Why The Move To Series A Is Harder Than Ever? Dec 21, 2016 · 1 mention

20VC: The Information's Jessica Lessin on The Future For Online Journalism & The Benefits Of A Subscription Based Business Model May 27, 2016 · 2 mentions

  • ▶ 8:39 Harry Stebbings You know, there are quality out there in terms of, you know, Ben Thompson's strategy, maybe, um, Ben Evans is always brilliant at writing. 2 times in the scene

20 VC 063: What It Takes To Standout In A Crowded Market with Ezra Galston @ Chicago Ventures Aug 17, 2015 · 3 mentions

  • ▶ 24:05 Ezra Galston Hey, you know, I mean, listen, um, Ben Thompson, um, from Strattory. 3 times in the scene
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