Silicon Valley Strategy

SVS Learning
  • 0.0 (0)
  • Entrepreneurship
  • Updated Semiweekly

The companion podcast to the Silicon Valley Strategy online course (svstrategy.xyz). Twenty case studies spanning seventy years — from the first silicon transistors in a Palo Alto garage to the AI infrastructure race of today. Each episode is a deep-dive conversation exploring the strategic frameworks, competitive dynamics, and human stories behind the companies that built the digital world. Interactive course modules, AI simulations, quizzes, and more at https://svstrategy.xyz

  1. Apr 1

    Synthesis: Seven Patterns, Five Decisions, and the Question That Matters

    Twenty companies, seventy years, one through-line. The seven strategic patterns that appear across every case study, the five decisions that determined outcomes, and what it all means for building companies today. Want to explore the strategic frameworks from all 20 companies? Check out the full online course at https://svstrategy.xyz

  2. Mar 18

    OpenAI & Anthropic: The AGI Race, Safety Economics, and Governance

    OpenAI launches ChatGPT and reaches 100 million users in two months. A forensic analysis of the AGI race, the capped-profit structure, the Altman firing, and what AI safety as a business model actually means. Want to learn more about the governance-growth paradox in AI companies? Check out the full online course at https://svstrategy.xyz

  3. Mar 4

    NVIDIA: The CUDA Bet, the AI Infrastructure Monopoly

    Jensen Huang bets the company on CUDA in 2006 when no one cared. Nearly two decades later, NVIDIA owns the infrastructure layer of the AI era. The longest long bet in tech history. Want to learn more about how developer ecosystems create hardware moats? Check out the full online course at https://svstrategy.xyz

  4. Feb 18

    Web3, Crypto & the Metaverse: Navigating the Hype Cycle

    A rigorous look at crypto and Web3 through the Gartner Hype Cycle. What's real, what's speculative, and how to think about decentralized systems strategically. Want to learn more about decentralized governance and blockchain as trust architecture? Check out the full online course at https://svstrategy.xyz

  5. Feb 4

    Web 2.0, Mobile & the Platform Wars: Every Advantage Rewritten

    The iPhone kills the incumbent internet. Twitter, Snap, and the companies that thrived by understanding what mobile made possible that desktop never could. Want to learn more about platform disruption and how the smartphone rewrote every competitive advantage? Check out the full online course at https://svstrategy.xyz

  6. Jan 21

    The Marketplace Era: Two-Sided Platforms, Gig Economics, Network Effects

    Airbnb and Uber crack the two-sided marketplace problem simultaneously. Network effects, liquidity, regulatory arbitrage, and why winner-take-all isn't guaranteed. Want to learn more about two-sided platform economics and trust architecture? Check out the full online course at https://svstrategy.xyz

  7. Jan 7

    The Money Behind the Valley: How Venture Capital Shapes Everything

    From Kleiner Perkins to Sequoia to a16z — how venture capital became the operating system of Silicon Valley and why the power law changes everything. Want to learn more about power-law investing and how VC shapes company strategy? Check out the full online course at https://svstrategy.xyz

  8. 12/24/2025

    Facebook Part II: The Acquisition Machine and the $40B Question

    Facebook acquires Instagram for $1B and WhatsApp for $19B. Were they genius or paranoid? The acquisition playbook and what it means for competitive moats. Want to learn more about preemptive acquisition strategy and platform governance? Check out the full online course at https://svstrategy.xyz

See All (20)

About

The companion podcast to the Silicon Valley Strategy online course (svstrategy.xyz). Twenty case studies spanning seventy years — from the first silicon transistors in a Palo Alto garage to the AI infrastructure race of today. Each episode is a deep-dive conversation exploring the strategic frameworks, competitive dynamics, and human stories behind the companies that built the digital world. Interactive course modules, AI simulations, quizzes, and more at https://svstrategy.xyz

Information