Stratechery, every mention
31 scenes (said by John Coogan) · ← back to Stratechery
tap a year for its mentions
every year anyone John Coogan 43Ben Thompson 3Turner Novak 1
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.
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.
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.
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
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.
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.
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: 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: 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
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.
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.
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
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