Stratechery, every mention
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Verbatim, from the transcripts: the passages where Stratechery comes up
Apple Sues OpenAI, Experts Sign Another AI Warning Letter, Paramount Threatens CA Exit
- ▶ 3:20 John Coogan Ben Thompson at Stratechery and Wolf.
- ▶ 15:41 unnamed speaker Go sign up first, Retechery.
Ben Thompson Explains the XBOX Disaster
- ▶ 0:00 unnamed speaker Ben Thompson, the founder of Stratechery.
- ▶ 20:57 Ben Thompson They hired Matthew Ball, who I've had on Stratechery multiple times, uh, as their chief strategy officer.
XBOX Layoffs, Tesla's New Model Y, $12.8M Lottery Dispute | Diet TBPN
- ▶ 14:36 John Coogan And this is what, what birthster techery is.
Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
- ▶ 12:46 unnamed speaker A year or two ago, when, ah, Daniel Gross wrote AGI Bets, and was sort of like his NVIDIA underpriced, I don't know if NVIDIA, he might have said that on, on, on, uh, Stratechery, but,
Swatch & AP Collab, Cerebras Boosts IPO Price, Trump to Visit China | Diet TBPN
- ▶ 15:58 John Coogan He had a great piece called The Inference Shift today in Stratechery.
AI Is Coming for Your Memes, Crypto’s Quantum Clock, Axios Hack| Diet TBPN
- ▶ 7:53 John Coogan They're talking about, you know, things that, that are more, like, reflective in Stratechery.
The Axios Supply Chain Attack Explained
- ▶ 0:27 unnamed speaker You know, things that, uh, that are more, like, reflective in Stratechery.
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
- ▶ 3:46 unnamed speaker And so, uh, the, the, the, the hyperscaler, like your take of think about OpenAI as the new, as the new hyperscaler, uh, I think that, I think that takes aged extremely well, especially with recent interviews with Dylan Patel and Dorkesh,…
Why OpenAI Is Killing Side Projects to Win AI
- ▶ 4:15 unnamed speaker Jensen just went on Surtecary.
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.
FULL INTERVIEW: Ben Thompson on Anthropic v. DoW
- ▶ 0:00 John Coogan We have Ben Thompson in the Restream waiting room from Sertekery.
What The Citrini Selloff Says About the Stock Market
- ▶ 7:44 John Coogan Let's go over to Ben Thompson on Stratechery.
Kim K's New Energy Drink, Citrini Discourse Rages On, the $100B Meta-AMD Deal | Diet TBPN
- ▶ 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
Datacenter Protests, Paramount WB Bid Clears Key Hurdle, The Mansion Section | Diet TBPN
- ▶ 15:46 John Coogan This is the report that I was sort of inspired by yesterday when I was talking about this interesting fact that, uh, Matt Ball, uh, shared on his Stratechery interview that when you look at video games, the video game market is not doing…
Moltbook and the Zombie Internet
- ▶ 10:07 John Coogan Yeah, so no mentions of Stratechery, no mentions of Dwarkesh, no mentions of TSMC, Abilene, Amadei, TPU.
Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet TBPN
- ▶ 7:37 John Coogan So no mentions of Stratechery, no mentions of Dwarkesh, no mentions of TSMC, Abilene, Amade, TPU.
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
X’s $1M Sweepstakes, Ben Affleck’s viral take on AI, Elon sues OpenAI for $134B | Diet TBPN
- ▶ 5:49 John Coogan And also images in the, I saw one that had like graphics and it read almost like a, like, like a Stratechary piece.
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. 3 times in the scene
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.
Sam Altman on Sora, Social Media, The Future of AI, and More
- ▶ 2:35 John Coogan I feel like you've laid out a really great, you know, mental model for how you think about ads on Stratechery on the Andreessen Horowitz podcast.
Acquired Podcast Hosts Break Down Google’s $1 Trillion Mistake
- ▶ 35:34 John Coogan So, so on, so on this show, we don't do a lot of primary research, but we do a lot of reactions to posts, obviously, but there are times when we'll read through a Stratechery article or Doug O'Loughlin over at Semi-Analysis, and we'll kind…
Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
- ▶ 59:53 unnamed speaker That's a statement of a company that lost some battles but won the war, in my estimation, says Ben Thompson in, in Stratechery, which you should go subscribe to.
Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- ▶ 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,
- ▶ 1:14:40 John Coogan Techery famously does not get caught up in trade deals and, uh, non-CEO, uh, employee shifts.
- ▶ 1:24:57 John Coogan You'll have to subscribe to SearchHackery to get the full analysis. 2 times in the scene
Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- ▶ 1:48:07 unnamed speaker And next up we have Ben Thompson from Stratechery coming into the studio. 5 times in the scene
- ▶ 2:13:37 Ben Thompson And what I said at the time was, and this was 2013, and this was an art, like, you know, when you start a site like Stratechery, you're like a new band. 2 times in the scene
Weekly Recap: Apple WWDC, Andrew Huberman, YC Demo Day, Intern Phone Assembly, $14B Meta x Scale
- ▶ 10:25 John Coogan Ben Thompson gave a whole, uh, posted a massive article on Stratechery called Apple's retreat, Apple retreats, something like that. 3 times in the scene
- ▶ 13:53 unnamed speaker In my first year of Stratechery, I did a SWOT analysis.
How Does GROK Compare? (Full Analysis)
- ▶ 0:00 John Coogan Uh, Ben Thompson at Stratechery.
- ▶ 9:46 John Coogan First off, a disclaimer, Daniel Gross, a frequent Stratechery interview guest, is the CEO of SSI.
The Future of Autonomous Vehicles
- ▶ 0:00 unnamed speaker Uh, Dara did an interview with Ben Thompson over at Stratechery, and I thought it was interesting because I wanted to talk about, uh, self-driving cars, but he has a very interesting background.
Elon Musk vs. Sam Altman Continues (WHO’S WINNING?)
- ▶ 16:23 unnamed speaker Uh, anyway, let's close with, uh, some, uh, great analysis as always from Ben Thompson over a stratechery, an absolute dog.
Is APPLE Headed Downhill? (Investor Breakdown)
- ▶ 0:46 John Coogan Uh, so let's go through the Stratechery update and then give you some highlights on what's going on with Apple these days.
The Truth About Chinese Manufacturing (De Minimis)
- ▶ 0:00 John Coogan Let's go to some, uh, some fantastic analysis from Ben Thompson over at Stratechery.
- ▶ 9:50 John Coogan Um, and so let's go into, ah, the Stratechery article.
- ▶ 12:57 John Coogan Uh, so Stratechery, however, is a tech newsletter, and the angle I am most interested in is the effect on US tech companies.
- ▶ 20:56 John Coogan So, uh, that last one was from Ben Thompson over at Stratechery.
What Open AI Got WRONG
- ▶ 0:29 unnamed speaker Um, but Ben Thompson, uh, dropped a new update on Stratechery, and we're gonna go through it.
The END of TikTok?
- ▶ 53:05 John Coogan Um, so let's swap, uh, swap over to Stratechery's analysis.
Can This Man Save Los Angeles? (Rick Caruso)
- ▶ 1:01:56 John Coogan Uh, Buck in SF says, is Stratechery still relevant? 6 times in the scene
CHRISTIANITY: Why it's making a comeback (ep23)
- ▶ 1:04:17 John Coogan Techery, always says, like, we messed up the terminology.
Billionaires XMAS list (ep21)
- ▶ 8:55 John Coogan You look at, uh, what Ben Thompson has done at Stratechery, you know that there are major, like, you know, multi-millionaires at Meta who subscribe to Stratechery. 3 times in the scene
CEO Assassination Deep Dive (ep19)
- ▶ 56:29 unnamed speaker Well, I mean, I was listening to, uh, Stratechery today, and, uh, Ben Thompson was talking about how, um, in the age of AI, uh, outlets like the New York Times, Stratechery, Daring Fireball become more valuable because they're… 2 times in the scene
Inside JD Vance's Portfolio (ep8)
- ▶ 2:34:59 John Coogan There was a good, uh, article in Stratechery today about the election, and
Trump's Secret Career (ep7)
- ▶ 24:44 John Coogan Because I think that if you went to like, you know, Ben Thompson, who studies, you know, these platforms at Stratechery and asked him, you know, what the best business model is for a social network, he would almost 2 times in the scene