Ben Thompson, every mention
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Verbatim, from the transcripts: the passages where Ben Thompson comes up
Apple’s iPhone Duo, Meta’s Muse AI Agent, Anthropic Researcher Quits Over AI Doom | Diet TBPN
- ▶ 11:53 Jordi Hays Uh, yeah, I mean, you can see, uh, Ben Thompson's called this out a few times, but when Steve Jobs introduces GarageBand, he is just so excited about this product.
- ▶ 19:32 Jordi Hays Um, Ben Thompson was raving about the fact that it gives you a pretty powerful VM, eight gigs of memory and eight gigs of storage that is yours sequestered, and they're also implementing a lot of the security features that they have done…
Model Mayhem, GPT-6 Astra, Why Nvidia Bought Hugging Face | Diet TBPN
- ▶ 4:27 John Coogan And as Ben Thompson pointed out, Anthropic is also sort of dropping its no zero data retention policy, which there was a whole news cycle around a few weeks ago.
Kushner & Iger’s $12.5B Lakers Deal, Grok 4.6 Launches, Anthropic’s Watermarking Move | Diet TBPN
- ▶ 14:47 unnamed speaker You gotta go through Ben Thompson stuff at some point, but, um, interesting to see, uh, where this goes.
- ▶ 15:40 unnamed speaker Ben Thompson has a strong take on Anthropics watermarking, so the basic news is that, uh, you might soon be able to know for sure if something came from a human being or from Claude. 6 times in the scene
Hank Green Faces AI Backlash, OpenAI Math Advances, Million-Dollar Solo Firms | Diet TBPN
- ▶ 26:57 John Coogan Mark Zuckerberg, uh, was answering questions about his AI strategy on the latest Meta earnings call, and Ben Thompson wrote about, uh, what Meta's position is in AI, how they're 3 times in the scene
Apple Sues OpenAI, Experts Sign Another AI Warning Letter, Paramount Threatens CA Exit
- ▶ 3:09 John Coogan A lot of perspective on this flying around the timeline, but Ben Thompson and Rolf Winkler in the Wall Street Journal 4 times in the scene
- ▶ 11:09 unnamed speaker Ben Thompson read through, uh, the filing as, as he, as he would. 4 times in the scene
Model Mayhem: OpenAI’s 5.6 and Meta’s Muse Spark 1.1 | Diet TBPN
- ▶ 10:09 Jordi Hays It's also funny because yesterday with Ben Thompson, you were like,
- ▶ 19:45 unnamed speaker The interesting take that Ben Thompson had, which we didn't get to yesterday because we ended up spending the whole interview talking about Xbox.
- ▶ 22:43 Jordi Hays I was looking back at, uh, Ben Thompson's, uh, earnings transcript or a script that he wrote for, for Mark Zuckerberg. 2 times in the scene
XBOX Layoffs, Tesla's New Model Y, $12.8M Lottery Dispute | Diet TBPN
- ▶ 14:38 John Coogan As soon as Ben Thompson left Microsoft, he had tons to write about because he was there during the, the pre Sata era when they were trying to get into mobile and, and did so unsuccessfully.
Jersey Mikes's IPO, AI Lab Nationalization, SpaceX AIPhone | Diet TBPN
- ▶ 6:15 John Coogan And that's great, but it's abstract as opposed to the Ben Thompson
Snap SPECS, Taste Labs Timeline Turmoil, AI Execs at G7 | Diet TBPN
- ▶ 25:26 unnamed speaker Ben Thompson wrote about it, uh, on the back of the cursor acquisition closing or, or being announced that the option has been exercised.
Social Network Sequel Trailer, Fable 5 Sparks Safety Debate, SpaceX IPO Watch | Diet TBPN
Microsoft Takes on Frontier AI with Project Solara, OpenClaw, and More at Build 2026 | Diet TBPN
- ▶ 1:38 unnamed speaker Because this is where Satya introduces Project Solara, which Ben Thompson said Project Solara is, to be very clear, vaporware at this point, although the company did show real devices and has signed up Qualcomm and MediaTek as chip… 2 times in the scene
- ▶ 4:16 unnamed speaker Uh, Ben Thompson broke it down a little bit. 5 times in the scene
Google Raises $80B, Confidential IPO 101, OpenAI Expands Codex | Diet TBPN
- ▶ 1:00 John Coogan Ben Thompson has a great breakdown too of how capital is so important in the age of AI and the war for AI. 2 times in the scene
YouTubers Win at the Box Office, Bernie Wants Public Stake in AI, Anthropic Files S-1 | Diet TBPN
- ▶ 1:06 unnamed speaker Ben Thompson had a good victory lap post because he predicted this all the way back in 2017. 2 times in the scene
- ▶ 14:57 unnamed speaker Um, let's go over to Ben Thompson.
- ▶ 15:08 unnamed speaker So, uh, Ben Thompson reflected on this as well. 4 times in the scene
- ▶ 18:29 unnamed speaker Ben, Scott, how do films actually get funded?
Google I/O: Day 1 Reactions, Goldman to Lead SpaceX IPO | Diet TBPN
- ▶ 17:24 John Coogan Ben Thompson talked about that a little bit, and there was some context on, like, you know, we were asking the question, like, will there be AI fatigue from stuffing AI in every product surface area?
Musk Loses OpenAI Case, Leopold’s 13F, Data Center Backlash | Diet TBPN
- ▶ 25:23 unnamed speaker Um, so, Ben Thompson has some solutions, though.
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
- ▶ 1:16 unnamed speaker Ben Thompson, myself, a lot of folks were all hoping for something and, and
China Blocks Meta’s $2B Manus Deal, Meta Bets on Space-Based Solar | Diet TBPN
- ▶ 29:32 Jordi Hays Ben Thompson wrote a big bull case for the, uh, the meta
Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
Apple’s New CEO John Ternus, Ferrari’s First EV | Diet TBPN
Allbirds’ AI Pivot, Snap Cuts 16% of Workforce, Amazon’s GlobalStar Deal | Diet TBPN
- ▶ 21:01 John Coogan Ben Thompson was talking about ASTS a little bit. 4 times in the scene
Meta’s AI Comeback Moment, Claude Mythos | Diet TBPN
- ▶ 16:26 unnamed speaker Ben Thompson has a good piece on, uh, on the whole, uh, decision to, uh, 2 times in the scene
AI Is Coming for Your Memes, Crypto’s Quantum Clock, Axios Hack| Diet TBPN
- ▶ 7:57 John Coogan Ben Thompson has sort of a 50 year retrospective on Apple. 2 times in the scene
The Axios Supply Chain Attack Explained
- ▶ 0:30 unnamed speaker Ben Thompson has sort of a 50 year retrospective on Apple. 2 times in the scene
FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
- ▶ 5:09 unnamed speaker On, on, on the Grok deal, uh, Jensen did a fantastic interview with Ben Thompson and, uh, was sort of,
Novartis Buys Excellergy for $2B, Anthropic Vs. Pentagon, The Mansion Section | Diet TBPN
- ▶ 19:20 unnamed speaker I think a lot of people, like the tech community broadly came away with this prediction, ah, that this wouldn't hold, that this was, you know, ah, that whatever you thought about how you work with the government and the, the Ben Thompson…
Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN
- ▶ 9:08 Turner Novak Ben Thompson pointed this out in Stratechery.
OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN
- ▶ 3:12 unnamed speaker OTP in the chat is surfacing a very interesting old take from Ben Thompson about open AI should not be in the API business, and now, based on the way things look, it, it, it, originally that was like,
Why OpenAI Is Killing Side Projects to Win AI
- ▶ 3:27 unnamed speaker OTP in the chat is surfacing a very interesting old take from Ben Thompson about open AI should not be in the API business.
AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN
- ▶ 2:22 Jon Ma Podcast fantastic show, by the way, fantastic episode, uh, about this, like, you know, being risk on being aggressive and Ben Thompson wrote about that today, you know, through a different lens talking about, are we in a bubble?
- ▶ 20:32 Jordi Hays Should we, uh, go over Ben Thompson's post from this morning?
- ▶ 20:36 Jordi Hays Ben Thompson published this, this morning. 6 times in the scene
Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
- ▶ 3:25 John Coogan And I remember listening to him on Stratechery talk to Ben Thompson alongside Nat Friedman and say, yeah, based on, based on ChatGPT, NVIDIA seems sort of undervalued. 2 times in the scene
The Remarkable AGI Predictions of Daniel Gross
- ▶ 3:33 unnamed speaker So many of the other companies in the AI space were losing money, and so the foundation labs are losing money, and NVIDIA's profit margin went from like, 30% to 60% gross margins, and the, ah, it's borne out in market cap, so NVIDIA added… 2 times in the scene
FULL BREAKDOWN: Apple’s 7 New Devices
- ▶ 15:33 unnamed speaker Um, and, and, and, uh, Ben Thompson of Stratechery and John Gruber of Daring Fireball actually had a bet about this. 2 times in the scene
- ▶ 27:00 unnamed speaker Ben Thompson was explaining this today, that when you went from LLMs to reasoning, the number of tokens, the number of compute required just to get a single answer, when, like, you know, TEDx all of a sudden, and, and then,
Anthropic v. DoW, Paramount wins WB, OpenAI raises $100B | Diet TBPN
- ▶ 3:32 John Coogan In many ways, Ben Thompson does a great job sort of painting the broadest picture around, like, what if this is really nuclear-level technology?
- ▶ 17:55 John Coogan We can, we can actually kick off with this breakdown of Ben Thompson's piece. 2 times in the scene
FULL BREAKDOWN: Trump BANS Anthropic
- ▶ 3:25 John Coogan Um, it's, uh, in, in many ways, Ben Thompson does a great job sort of painting the broadest picture around, like, what if this is really nuclear-level technology?
- ▶ 16:48 John Coogan And, on the supply chain risk, Ben Thompson, who's coming out at noon, uh, makes a really strong argument for why government pressure like this is actually reasonable in this situation. 2 times in the scene
- ▶ 24:09 John Coogan We have Ben Thompson joining us in about 30 minutes. 3 times in the scene
What The Citrini Selloff Says About the Stock Market
- ▶ 0:22 John Coogan I feel like Ben Thompson has been a source of, of 2 times in the scene
- ▶ 7:44 John Coogan Let's go over to Ben Thompson on Stratechery.
- ▶ 15:17 Jordi Hays Ben Thompson called out the real estate example.
Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN
- ▶ 0:49 John Coogan Ben Thompson has been a source of alpha for the market for a long time. 3 times in the scene
- ▶ 6:15 John Coogan dialed like it's it went from 90% to 99% and i'm waiting for it to get to 100 that's where i want to go anyway is doordash cooked let's go over to ben thompson on stratechery
- ▶ 12:08 Jordi Hays Ben Thompson called out the real estate example. 4 times in the scene
FULL INTERVIEW: Bill Bishop Thinks China’s Military is Still Deeply Corrupt
- ▶ 29:48 Bill Bishop It's a sure, it's a sure headset and Ben Thompson got it for me, you know, cause he, cause I do the sharp China podcast with, with his team and with Andrew sharp. 2 times in the scene
The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN
Anthropic Declares War on OpenAI in Scrappy Super Bowl Ads
- ▶ 19:33 unnamed speaker I mean, it's sort of like the anti, there's these, Ben Thompson has a great formulation of, like, the anti-YouTube alliance between, like, Spotify and Netflix.
FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
- ▶ 27:14 unnamed speaker The, the Ben Thompson line was something like, ah, he's, he's okay selling chips because he wants dependency on the NVIDIA ecosystem, CUDA, but he would ban, ah, lithography tools from going to China, and I'm always, I've, I've been… 2 times in the scene
Netflix vs Youtube, Saudi Arabia’s liquidity crunch, Tether’s gold pivot | Diet TBPN
- ▶ 0:05 unnamed speaker There was a funny, very brief interaction between Ben Thompson of Stratechery and Netflix co-CEO Greg Peters on last Thursday's Stratechery interview, and they go back, the only mention of AI in like an hour long interview or something,… 2 times in the scene
Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN
- ▶ 23:09 Tyler Denk The sort of Ben Thompson takeaway from this was that, ah, even though Mark Zuckerberg has, you know, effectively complete control over Meta and can, ah, rename the company and move very aggressively and acquire big companies, ah, at the…
Siri needs an App, OpenAI Acquires health startup Torch, Claude Cowork reactions | Diet TBPN
- ▶ 0:14 John Coogan We talked to Ben Thompson about it yesterday.
- ▶ 10:39 unnamed speaker So it's like Ben Thompson comes on yesterday.
We're all Jerome Powell, Apple and Google Make it Official, Anthropic Health Care | Diet TBPN
- ▶ 7:41 unnamed speaker And, I mean, that's what Ben Thompson wrote about today in Stratechery. 12 times in the scene
- ▶ 17:11 unnamed speaker And Ben Thompson, when he first wrote about the Apple Vision Pro, he said, I would pay thousands of dollars a year for an NBA league pass that allowed me to, in VR, sit courtside. 6 times in the scene
CES’s legacy, reactions to Dwarkesh’s “Capital in the 22nd Century,” and more | Diet TBPN
- ▶ 20:14 unnamed speaker Ben Thompson kind of returns to this, this idea that you're, you have to assume that something about the human condition holds where humans are upset by wealth inequality.
TBPN Year in Review
- ▶ 16:46 John Coogan Yeah, I was listening to, uh, Ben Thompson this morning and, uh, he was doing app reviews, like the, the, the review of the top paid apps and the top free apps. 2 times in the scene
OpenAI ENDS Vesting Cliff
- ▶ 15:13 John Coogan Just in 2015, it's thirty one billion dollars of economic activity in that ecosystem, but Ben Thompson was not a fan of it. 2 times in the scene
Live From NYSE, The Gemini Win Scenario, OpenAI Monetizing With Ads | Diet TBPN
The World’s Fastest Growing Defense Company, OpenAI’s Code Red, Google Strikes Back | Diet TBPN
- ▶ 19:28 John Coogan We should read through, uh, Ben Thompson's latest piece because he's provided a lot more context on Google, NVIDIA, and OpenAI with a post called Google, NVIDIA, and OpenAI.
- ▶ 21:33 John Coogan Ben Thompson creates aggregation theory.
How Josh Kushner Became The Most Powerful VC in New York
- ▶ 21:47 unnamed speaker Um, uh, uh, Stratechery, Ben Thompson, had a great, uh, deep dive on, on OpenAI and Broadcom and, uh, and sort of laid out the argument for working, for them working together and baking stuff down onto a chip.
Mark Zuckerberg, James Cameron, Andrew Yang and More - TBPN Top 5
- ▶ 1:40 John Coogan You told Ben Thompson, uh, you shipped the V one, but the V three is the, what, what you want to be your V one.
Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption
- ▶ 47:57 unnamed speaker You know, people were pretty, ah, like, there were a couple takes early that were pretty, like, bearish, like, oh, like, nothing changed, nothing changed, and, ah, Ben Thompson summed it up pretty well.
Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
- ▶ 27:48 John Coogan We, we, we talked to Ben Thompson about Intel.
Weekly Recap: Mark Cuban, Kanye’s Wild Mansion Makeover, China Heads to the Moon, Money in Clipping
- ▶ 25:47 John Coogan And so this was, this was, uh, um, Ben Thompson.
Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
- ▶ 1:20:30 John Coogan So when the Apple Vision Pro launched, one of the videos that they showed was of a middle-aged man looking at VR video of his kids, but he was alone in a dark room, and it, and, and Ben Thompson was like, it feels like he's divorced or…
Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- ▶ 1:03 John Coogan And Ben Thompson was noodling on this, like, should they take the money now or should they play it more like a venture style bet?
- ▶ 47:37 John Coogan Anyway, uh, so, uh, Ben Thompson's been noodling on, uh, on Apple and AI strategy. 5 times in the scene
- ▶ 1:44:26 John Coogan She's also going to be defining the non-GAAP metrics that will be catnip for Ben Thompson in just a few years.
The State Of AI in 15 Minutes
- ▶ 3:18 unnamed speaker She's also going to be defining the non-GAAP metrics that will be catnip for Ben Thompson in just a few years.
Microsoft’s Cloud Outpaces Its AI Growth
- ▶ 0:59 unnamed speaker And Ben Thompson was noodling on this, like, should they take the money now or should they play it more like a venture style bet?
Weekly Recap: Gwyneth Paltrow Saves Astronomer, Figma’s IPO, Top AI Researchers Ranked
- ▶ 45:19 John Coogan But Ben Thompson, uh, dumped some sort of, you know, TenQ into, uh, ChatGPT and said like, make me a Ben Thompson style article. 2 times in the scene
- ▶ 50:31 John Coogan Let's read, uh, through Ben Thompson's analysis of the Figma S one, the Figma OS and Figma's AI potential. 7 times in the scene
- ▶ 1:11:10 John Coogan Uh, one dynamic Ben Thompson has been talking about is that as a public company, sometimes it can be easier to do M&A.
Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- ▶ 54:09 John Coogan He had some good analysis here and has some, uh, some details from Reporting in the Athletic, uh, which is a New York Times property. 2 times in the scene
- ▶ 57:28 John Coogan Um, so, uh, he says, what makes, this is Ben Thompson writing in Stratechery, what makes this all work is the fact that for F-one races, uh, 4 times in the scene
- ▶ 1:06:23 John Coogan Uh, is going to conscript its, conscript itself to the streaming backwaters, says Ben Thompson, uh, just so it can make a few more bucks in the meantime.
- ▶ 1:07:37 John Coogan So let's go over to, uh, Ben Thompson talking about Google earnings. 4 times in the scene
- ▶ 1:14:34 John Coogan So, um, the other interesting thing, uh, that, um, Ben dips his toe into. 3 times in the scene
- ▶ 1:22:18 John Coogan The etch crew in some ways, in some niches or something, some specific models, um, but it doesn't seem like there's some new disruptive chip architecture that's gonna come out and, and obviate the need for both NVIDIA GPUs and Google TPUs,…
- ▶ 1:25:34 John Coogan We don't, we actually don't manage to pay clicks or CPC targets, which is fair and good, but it's funny because Ben Thompson's like, but I want that data. 4 times in the scene
- ▶ 1:38:45 John Coogan and so what's interesting is that we talked to Ben Thompson, and I wanted a clear, I wanted a
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