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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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Coinbase

An Interview with Coinbase Founder and CEO Brian Armstrong about FTX and Crypto Realities

Posted onThursday, December 8, 2022Thursday, December 8, 2022

An interview with Coinbase founder and CEO Brian Armstrong about FTX, the value (or not) of crypto, and whether or not this current downturn is different.

Facebook and Google Block Russian State Media, Crypto Exchanges and Sanctions

Posted onTuesday, March 1, 2022Tuesday, March 1, 2022

Facebook and Google bans probably don’t make much of a difference in the short-term, but will be a challenge in the long-term. Then, the structure of crypto drives a different response.

Tech Epochs Follow-Up, Coinbase Versus the SEC, Coinbase’s Epoch

Posted onThursday, September 9, 2021Thursday, September 9, 2021

More on tech epochs, including why Coinbase’s regulatory battles — which it will likely lose — are evidence it is an app-platform, the opposite of crypto’s decentralization promise.

Nvidia Grace, GPU Use Cases, ARM and Integration

Posted onWednesday, April 14, 2021Wednesday, April 14, 2021

Nvidia’s database CPU is not a challenger to Intel; it is the vision undergirding it that is the real threat.

Coinbase’s Clarification, Spotify and Joe Rogan, A Framework for Politicization

Posted onTuesday, September 29, 2020Thursday, February 4, 2021

Coinbase and Spotify are both grappling with political questions, which is something all companies should prepare for.

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Explore Stratechery

  • Concepts
  • Companies
  • Topics

Archives

  • Articles
  • Updates
  • Interviews
  • Years in Review
The Stratechery Update
Stratechery Interviews
Dithering
Sharp Tech with Ben Thompson
Sharp China with Sinocism's Bill Bishop
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