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The Walt Disney Company (Part I)
The Walt Disney Company is the most successful enterprise ever created for monetizing human nostalgia.
Jul 2
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Kyle Westaway
1
June 2026
ACQ Sessions: Jason Calacanis
Unscripted conversation with J Cal.
Jun 25
•
Kyle Westaway
1
Benchmark II
Ben and David sit down with all five current Benchmark GPs for one of their legendary weekly dinners, during which we ask all of the unresolved burning…
Jun 18
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Kyle Westaway
1
Benchmark I
How the legendary equal partnership accomplished something no other venture firm can claim: twice it has produced the highest returning fund of its…
Jun 11
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Kyle Westaway
3
1
Qualcomm
Qualcomm, or “Quality Communications” — despite being one of the largest technology companies in the world, few people know the absolutely amazing…
Jun 4
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Kyle Westaway
May 2026
Vanguard
The Communist Capitalist Who Saved Investors a Trillion Dollars
May 28
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Kyle Westaway
1
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
4
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
•
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
•
Kyle Westaway
1
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