Stratechery, every mention
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every year 2026 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.
- ▶ 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