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Stratechery

4 statements across 4 episodes · 0 bullish · 3 bearish · 2 people on the record · first statement Dec 12, 2024 by John Coogan · said 74 times in 42 episodes since 2024 · across every show →

Mentions by year

brought up most by John Coogan (43), Ben Thompson (3), Turner Novak (1)

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001.3132.525202420252026episodesmentions per episode
2026 29 mentions in 22 episodes 1 per episode
2025 36 mentions in 15 episodes 2 per episode
2024 9 mentions in 5 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Stratechery, oldest first

Dec 12, 2024 neutral
Opinion
Stratechery could maximize its value with advertising and a venture fund
“If you really wanted to maximize the value of strategic rate, it would just be ads and a venture fund for sure.”
John Coogan Dec 12, 2024 ▶ 9:22 Billionaires XMAS list (ep21)
Jul 12, 2025 negative
Disclosure
Thompson: Stratechery avoids interviewing VCs because they talk their book
“That's why I generally, as a rule, don't have VCs on to do the introductory interviews. Because it's kind of hard to get, like, a real take, because that, that, that is, you know, such a motivation.”
Ben Thompson Jul 12, 2025 ▶ 1:53:52 Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
Feb 3, 2026 negative
Assertion Supported
Coogan: Moltbook searches returned zero mentions of TSMC, Stratechery, or Amodei
“So no mentions of Stratechery, no mentions of Dwarkesh, no mentions of TSMC, Abilene, Amade, TPU.”
John Coogan Feb 3, 2026 ▶ 7:37 Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet TBPN
Feb 3, 2026 negative
Assertion Supported
Coogan: Moltbook AI agents make zero mention of TSMC or Dario Amodei
“There was also no there were no mentions of AI keywords. Like, if Skynet's really waking up, are they not thinking about Dario Amade? Yeah, so no mentions of Stratechery, no mentions of Dwarkesh, no mentions of TSMC, Abilene, Amadei, TPU.”
John Coogan Feb 3, 2026 ▶ 9:57 Moltbook and the Zombie Internet
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