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Stratechery (with Ben Thompson)
Beyond Stratechery’s enormous impact itself on business and tech over the years, Ben’s work inspired a whole generation of business content creators.
May 21
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Kyle Westaway
1
David Senra (Founder's Podcast)
A conversation with the creator of Founders podcast.
May 14
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Kyle Westaway
3
Interview: Hamilton Helmer & Chenyi Shi on How to Build an AWS-Like Second Business
7 Powers author Hamilton Helmer and his Strategy Capital colleague Chenyi Shi join Ben and david to discuss: how to build a second business line.
May 7
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Kyle Westaway
2
April 2026
Short: The Death of Sega
In a single console generation, Sega went from ~zero to 50% US market share and dethroned Nintendo’s seemingly invincible global monopoly. But — somehow…
Apr 30
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Kyle Westaway
Ferrari
Ferrari is the pinnacle of luxury scarcity — across its entire 79-year history, the company has sold just 330,000 cars at an average price today of…
Apr 23
•
Kyle Westaway
4
Starbucks (with Howard Shultz)
With nearly half a billion customer purchases per week across its stores and 3rd party retail channels, a significant portion of the human population…
Apr 17
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Kyle Westaway
1
Rolex
Their products are comparable to a Hermès Birkin bag in price, luxury status and waitlist times… yet they produce over 1m units / year (roughly 10x…
Apr 17
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Kyle Westaway
2
Trader Joe's
How on earth did a company that breaks every rule of modern retail build the most beloved grocery chain in America?
Apr 17
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Kyle Westaway
2
Google III (2015 - 2025)
This is the story of how the world’s greatest business faces its greatest test: can they disrupt themselves without losing their $140B annual…
Apr 17
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Kyle Westaway
1
Microsoft I (1975 - 1995)
The company that put a computer on every desk, invented the software business model, completely dominated every conceivable competitor and is still the…
Apr 17
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Kyle Westaway
1
Coca-Cola
Coca-Cola is… sugar water. And somehow it’s also America, Christmas, summertime, friendship and happiness.
Apr 17
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Kyle Westaway
1
Google II (2004-2015)
The parade of hits. In this era Google built seven (!) more billion+ user products: Gmail, Maps, Drive and Docs, YouTube, Chrome, Android, and Photos.
Apr 17
•
Kyle Westaway
1
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