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GeezerVison is showing stratechery.com — Fidelity – Stratechery by Ben Thompson

Companies

Fidelity

  • Fidelity Reprices Again, Uber Partners with Tom-Tom, Lyft Struggling

    Tuesday, December 1, 2015

    Fidelity repriced some startups again, and it really isn’t that big of a deal. Plus, why Here may not have been right for Uber, and the struggles of Lyft.


  • Sequoia Scouts, Fidelity Cuts Value of Unicorns

    Friday, November 13, 2015

    Sequoia has been funding pre-angel investors called Scouts: the point isn’t to make money, but to gather information and build relationships. Then, Fidelity is marking down startups: is the sky falling?


  • Dropbox Paper, Dropbox’s Missed Opportunities, Google Apps Stagnation

    Tuesday, October 20, 2015

    Dropbox just announced a major new product, Paper. However, I think it is far too little far too later. Meanwhile, Google is using pricing gimmicks for Apps, which speaks to how little the core product has evolved.


  • Daily Update: Valuation Versus Risk Bubbles, Apple Watch Reviews Drop

    Thursday, April 9, 2015


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Updates

  • Intel Earnings, AMD Earnings, Intel and AMD’s Divergence

    Wednesday, November 11, 2026
  • The Jensen Huang Story Gets Worse, Washington vs. New York, Silicon Valley

    Tuesday, November 10, 2026
  • Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness

    Monday, November 9, 2026
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Stratechery Plus

Podcasts

  • 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
  • The Jensen Huang Affair

    Dithering | Nov 10
    The Jensen Huang Affair

Stratechery Plus

Interviews

  • 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
  • An Interview with Craig Moffett About SpaceX and Bubbles

    Thursday, October 22, 2026
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Sharp Text

Articles

  • X Marks the Rot
    Friday, November 6, 2026
  • Kylian Mbappé’s Little Red Card
    Friday, October 30, 2026
  • You Can See Everything (And It’s a Great Time)
    Friday, October 23, 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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All Articles

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