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
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Contact path
Verified email
Booking probability
35%
Guest openness
Selective
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Signup to Generate a PitchThe 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.
Silicon Valley Strategy is hosted by SVS Learning. The show has published 20 episodes to date.
Recent episodes include "Synthesis: Seven Patterns, Five Decisions, and the Question That Matters" (1 April 2026, 44 minutes), "OpenAI & Anthropic: The AGI Race, Safety Economics, and Governance" (18 March 2026, 40 minutes), and "NVIDIA: The CUDA Bet, the AI Infrastructure Monopoly" (4 March 2026, 36 minutes).
Silicon Valley Strategy publishes roughly every two weeks, with episodes averaging 40 minutes across 20 episodes.
Booking probability for Silicon Valley Strategy is 35%, and the host is rated Selective on guests. Silicon Valley Strategy requires a Pod Score of 80 or higher. Silicon Valley Strategy's contact route on record: verified email.
The strongest fits for Silicon Valley Strategy are Business & Management Consulting and IT Services & Software Development. Silicon Valley Strategy has a business audience.
SVS Learning hosts Silicon Valley Strategy, a business podcast with 20 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #20
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...
Episode #19
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...
Episode #18
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...
Episode #17
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...
Episode #16
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...
Episode #15
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...
Episode #14
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...
Episode #13
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...
Episode #12
Zuckerberg builds a social network at Harvard and discovers something profound about human psychology. The growth hacks, the social graph, and why Facebook won. Want to learn more about social graph theory and...
Episode #11
Amazon builds internal infrastructure so good it becomes a product. How AWS grew from an internal platform into a $90B+ business hiding inside a retailer. Want to learn more about cross-subsidization and how internal...
Episode #10
Bezos drives across the country to build a bookstore, then ignores profitability for a decade. The flywheel, the long game, and why Wall Street kept funding it. Want to learn more about the Amazon flywheel model and...
Episode #9
Google acquires Android for $50M, gives it away free, and reshapes mobile. Also: why Google+ failed and what it reveals about culture, incentives, and institutional limits. Want to learn more about open-source platform...
Episode #8
Page and Brin build a better search engine, then stumble into the most scalable business model in history. How AdWords created a money machine no one planned. Want to learn more about auction-based mechanism design and...
Episode #7
A forensic analysis of the dot-com bubble — what caused it, who survived, and the strategic lessons that separate Amazon from Pets.com. Want to learn more about how to distinguish transformative technology from...
Episode #6
Jobs returns, launches the iPod, and quietly builds the most profitable ecosystem in history. How Apple turned hardware into a platform and services into a moat. Want to learn more about ecosystem flywheels and the 30%...
Episode #5
Dell reinvents the PC business by eliminating the middleman and building to order. How a college student's mail-order experiment became a supply chain revolution. Want to learn more about how business model innovation...
Episode #4
Gates agrees to supply IBM an operating system before he owns one, acquires QDOS for $75K, then leverages the standard to dominate every layer of the stack. The definitive case study in platform control. Want to learn...
Episode #3
Jobs and Wozniak build a computer for humans, not engineers. How Apple invented the personal computing category and the design philosophy that still governs the industry. Want to learn more about the closed vs. open...
Episode #2
Noyce and Moore leave Fairchild to build Intel — then bet the entire company on microprocessors when no one asked them to. The story of disciplined vision and the pivot that rewrote computing. Want to learn more about...
Episode #1
Eight engineers and two bankers sign ten dollar bills at the Clift Hotel in San Francisco, walk out on Shockley, and set in motion the venture capital industry. How one act of mutiny seeded everything that followed...
PitchCentric classifies Silicon Valley Strategy under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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