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  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
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  • More by Ben Thompson
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Latest Podcast

  • Nvidia After Jensen Huang, What Huang Meant to the AI Ecosystem, Washington Gets Its Revenge

    Sharp Tech | Nov 12
    Nvidia After Jensen Huang, What Huang Meant to the AI Ecosystem, Washington Gets Its Revenge

Exponent Podcast: Valuing Value Chains

Friday, March 1, 2019

On Exponent, the weekly podcast I host with James Allworth, we discuss The Value Chain Constraint.

Listen to it here.

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Related

  • Podcast: Exponent 026 – GROW GROW GROW FIGHT FIGHT FIGHT
    Date
    Friday, November 21, 2014
  • Podcast: Exponent Episode 022 – Peak Google, Monologue Edition
    Date
    Friday, October 24, 2014
  • Exponent Podcast: Why Exponent Isn’t On Spotify
    Date
    Friday, February 8, 2019
←The Value Chain Constraint
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Updates

  • Sharp Tech on Video: Nvidia After Jensen Huang, Ominous News for American AI, D.C. Gets Its Revenge

    Thursday, November 12, 2026
  • An Interview With Roblox CEO David Baszucki About Aggregating Play

    Thursday, November 12, 2026
  • Intel Earnings, AMD Earnings, Intel and AMD’s Divergence

    Wednesday, November 11, 2026
View All

Stratechery Plus

Podcasts

  • Nvidia After Jensen Huang, What Huang Meant to the AI Ecosystem, Washington Gets Its Revenge

    Sharp Tech | Nov 12
    Nvidia After Jensen Huang, What Huang Meant to the AI Ecosystem, Washington Gets Its Revenge
  • Jensen Huang Likely Out at Nvidia; The Megaspeed Maelstrom in D.C.; APEC in Seven Days; Legislation That May Come Next

    Sharp China | Nov 11
    Jensen Huang Likely Out at Nvidia; The Megaspeed Maelstrom in D.C.; APEC in Seven Days; Legislation That May Come Next
  • Agony and Ecstasy After Three Weeks, The “Earn Their Ice” All-Stars, Difficult Conversations About AJ and Season Ticket Holder Decorum

    Greatest Of All Talk | Nov 10
    Agony and Ecstasy After Three Weeks, The “Earn Their Ice” All-Stars, Difficult Conversations About AJ and Season Ticket Holder Decorum

Stratechery Plus

Interviews

  • An Interview With Roblox CEO David Baszucki About Aggregating Play

    Thursday, November 12, 2026
  • An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

    Thursday, November 5, 2026
  • An Interview with Palantir CTO Shyam Sankar About the AI Religious War

    Thursday, October 29, 2026
View All

Sharp Text

Articles

  • Jensen Huang Was Always Going to Lose
    Thursday, November 12, 2026
  • X Marks the Rot
    Friday, November 6, 2026
  • Kylian Mbappé’s Little Red Card
    Friday, October 30, 2026
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More by Ben Thompson

Year in Review

The most popular and most important posts on Stratechery by year.

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UpdateS

  • Sharp Tech on Video: Nvidia After Jensen Huang, Ominous News for American AI, D.C. Gets Its Revenge

    Thursday, November 12, 2026
  • An Interview With Roblox CEO David Baszucki About Aggregating Play

    Thursday, November 12, 2026
  • Intel Earnings, AMD Earnings, Intel and AMD’s Divergence

    Wednesday, November 11, 2026
View All

Stratechery Plus

Podcasts

  • Nvidia After Jensen Huang, What Huang Meant to the AI Ecosystem, Washington Gets Its Revenge

    Sharptech | Nov 12
    Nvidia After Jensen Huang, What Huang Meant to the AI Ecosystem, Washington Gets Its Revenge
  • Jensen Huang Likely Out at Nvidia; The Megaspeed Maelstrom in D.C.; APEC in Seven Days; Legislation That May Come Next

    Sharpchina | Nov 11
    Jensen Huang Likely Out at Nvidia; The Megaspeed Maelstrom in D.C.; APEC in Seven Days; Legislation That May Come Next
  • Agony and Ecstasy After Three Weeks, The “Earn Their Ice” All-Stars, Difficult Conversations About AJ and Season Ticket Holder Decorum

    Greatest Of All Talk | Nov 10
    Agony and Ecstasy After Three Weeks, The “Earn Their Ice” All-Stars, Difficult Conversations About AJ and Season Ticket Holder Decorum

Stratechery Plus

Interviews

  • An Interview With Roblox CEO David Baszucki About Aggregating Play

    Thursday, November 12, 2026
  • An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

    Thursday, November 5, 2026
  • An Interview with Palantir CTO Shyam Sankar About the AI Religious War

    Thursday, October 29, 2026
View All

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