Stratechery, every mention

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every year anyone Rishi Garg 2Will Porteous 1Sridhar Ramaswamy 1Rory O'Driscoll 1Parker Thompson 1Naval Ravikant 1Matt Turck 1Mark Suster 1Keith Rabois 1Howie Liu 1

Verbatim, from the transcripts: the passages where Stratechery comes up

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

SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings Jun 11, 2026 · 1 mention

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

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…

Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings Mar 8, 2023 · 1 mention

  • ▶ 43:31 Glen Coates Um, and, and what I'm really getting out there is like, if you, if you read Stratechery and you know about like platform aggregator theory,

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 · 1 mention

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

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: 3 Key Differences Between US and Asian Tech Markets & With Such Large Incumbents Chasing Early Acquisitions, Is There A Market For Later Stage VC with Crystal Huang, Investor @ GGV Capital Jan 10, 2018 · 1 mention

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: 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 · 2 mentions

  • ▶ 25:43 Rishi Garg I love, I love Strategery by Ben Thompson, which I quoted today in a post I just had on TechCrunch. 2 times in the scene

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 · 1 mention

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: Is Big Data Still A Thing with Matt Turck, Managing Director at FirstMark Capital May 30, 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 · 1 mention

  • ▶ 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.

20 VC 085: Mark Suster @ Upfront Ventures on Being A Super Entrepreneur Driven VC Nov 4, 2015 · 1 mention

20 VC 063: What It Takes To Standout In A Crowded Market with Ezra Galston @ Chicago Ventures Aug 17, 2015 · 1 mention

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