Exponent

By Ben Thompson / James Allworth

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A podcast about tech and society, hosted by Ben Thompson and James Allworth

Episode Date
Episode 155 — The End, For Now
5:18
Exponent is taking a break, for now anyways. We couldn’t be more grateful for everyone that has given us so much of their time. Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by WordPress.com
Sep 07, 2018
Episode 154 — Legacy Leverage
51:36
Ben and James discuss Microsoft’s acquisition of GitHub. Note: This is the last episode of the season; Exponent will return in the fall Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: The Cost of Developers — Stratechery Ben Thompson: The End of Windows — Stratechery Ben Thompson: Redmond and Reality — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by WordPress.com
Jun 08, 2018
Episode 153 — Black Holes
48:25
Ben and James continue their discussion on why aggregators and platforms are different and why it matters for big companies, competitors, and regulators. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: The Bill Gates Line — Stratechery Ben Thompson: Manifestos and Monopolies — Stratechery Ben Thompson: The Case Against Google — Stratechery Daily Update Ben Thompson: Why Facebook Shouldn’t Be Allowed to Buy tbh — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by WordPress.com
May 25, 2018
Episode 152 — Platforms Versus Aggregators
51:56
Ben and James continue to discuss the differences between platforms and aggregators, including Facebook, Microsoft, Apple, Google, Netflix, Amazon, and Uber. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: The Moat Map — Stratechery Ben Thompson: Books and Blogs — Stratechery Ben Thompson: Zillow, Aggregation, and Integration — Stratechery Ben Thompson: Tech’s Two Philosophies — Stratechery Ben Thompson: Casual Gaming is a Sustainable Business, but Not a Platform Differentiator — Stratechery Ben Thompson: Why Doesn’t Apple Enable Sustainable Businesses on the App Store? — Stratechery Ben Thompson: Apple’s China Problem — Stratechery … Continue reading Episode 152 — Platforms Versus Aggregators
May 18, 2018
Episode 151 — Two by Twos
59:51
Ben and James discuss the differences between Facebook, Google, Microsoft and Apple specifically, and the differences between aggregators and platforms generally. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Google Duplex Demo — YouTube Ben Thompson: Tech’s Two Philosophies — Stratechery Note: The Steve Jobs videos are in the above article Ben Thompson: Platforms Versus Aggregators — Stratechery Daily Update Ben Thompson: Manifestos and Monopolies — Stratechery Ben Thompson: Face is Not the Future — Stratechery Ben Thompson: From Products to Platforms — Stratechery Ben Thompson: Why Doesn’t Apple Enable Sustainable Businesses on the … Continue reading Episode 151 — Two by Twos
May 11, 2018
Episode 150 — Round Numbers
1:03:40
Ben and James discuss how Apple and Amazon’s focus on the customer experience protects them from low-end disruption. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: Divine Discontent: Disruption’s Antidote — Stratechery Ben Thompson: What Clayton Christensen Got Wrong — Stratechery Ben Thompson: The $550 iPhone 5C Makes Perfect Sense — Stratechery GRAPH: The Disruptive Innovation Model — Harvard Business Review Louis C K: Everything Is Amazing and Nobody is Happy — YouTube Ben Thompson: Why Microsoft’s Reorganization Is a Bad Idea — Stratechery Ben Bajarin: Top Takeaways From Studying iPhone X … Continue reading Episode 150 — Round Numbers
May 04, 2018
Episode 149 — Zillow and Sustaining Aggregation
46:51
Ben and James discuss Zillow’s shift in business model and the further refinement of Aggregation Theory through the incorporation of the ideas of disruption. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: Zillow, Aggregation, and Integration — Stratechery Ben Thompson: Opendoor: A Startup Worth Emulating — Stratechery Episode 098: Shattered Glass — Exponent Ben Thompson: Defining Aggregators — Stratechery Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery Ben Thompson: The Truth About Windows Versus the Mac — Stratechery Ben Thompson: Books and Blog … Continue reading Episode 149 — Zillow and Sustaining Aggregation
Apr 27, 2018
Episode 148 — Facebook Fatigue
1:08:58
Ben and James discuss Mark Zuckerberg’s appearances before Congress, and try to sort out exactly which Facebook issues matter, and which don’t. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: The Facebook Current — Stratechery Zeynep Tufekci: Why Zuckerberg’s 14-Year Apology Tour Hasn’t Fixed Facebook — Wired Ben Thompson: Fake News — Stratechery The Toutiao Apology — China Media Project Growth At Any Cost: Top Facebook Executive Defended Data Collection In 2016 Memo — And Warned That Facebook Could Get People Killed — BuzzFeed Ben Thompson: The Facebook Brand — Stratechery There’s … Continue reading Episode 148 — Facebook Fatigue
Apr 13, 2018
Episode 147 — There’s Always a Bigger Fish
1:02:04
Ben and James discuss Microsoft’s reorganization, how Satya Nadella has managed the decline of Windows, and how it applies to Apple and services. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: The End of Windows — Stratechery Ben Thompson: Stratechery 4.0 — Stratechery Ben Thompson: Services, Not Devices — Stratechery Ben Thompson: The Curse of Culture — Stratechery Ben Thompson: The Truth About Windows and the Mac — Stratechery Ben Thompson: Microsoft’s Monopoly Hangover — Stratechery Ben Thompson: Why Microsoft’s Reorganization Is a Bad Idea — Stratechery Ben Thompson: Redmond and Reality … Continue reading Episode 147 — There’s Always a Bigger Fish
Apr 06, 2018
Episode 146 — Facebook’s Real Mistake
1:03:11
Ben and James discuss Facebook’s current crisis, and why almost everyone misunderstands what the company did wrong: the problem isn’t advertising, it was Facebook’s desire to be a platform. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links James Allworth: What the F*** Was Facebook Thinking — Medium Ben Thompson: The Facebook Brand — Stratechery Ben Thompson: Tim Cook’s Unfair and Unrealistic Privacy Speech — Stratechery Mark Zuckerberg’s Reckoning: ‘This Is a Major Trust Issue’ — The New York Times Ben Thompson: Mobile Makes Facebook Just an App; That’s Good News — Stratechery Nicholas Thompson: … Continue reading Episode 146 — Facebook’s Real Mistake
Mar 23, 2018
Episode 145 — Qualcomm, Patents, and Innovation
59:34
Ben and James discuss President Trump’s intervention in Broadcom’s takeover of Qualcomm, the problem with patents, and whether or not markets inherently overvalue short-term thinking. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: Qualcomm,National Security, and Patents — Stratechery Dr. L. J. Hart-Smith: Out-Sourced Profits — The Cornerstone of Successful Subcontracting — Boeing Paper Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by WordPress.com
Mar 16, 2018
Episode 144 — 90s Alt Forever
1:02:09
Ben and James discuss Spotify’s F-1, why Spotify isn’t Netflix, and why record companies are doing well even though they are acting sub-optimally. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links James Allworth: Why I’m Not Going Near Spotify (and Why You Shouldn’t Either) — Harvard Business Review Ben Thompson: Lessons From Spotify — Stratechery Ben Thompson: The Great Unbundling — Stratechery Ben Thompson: Could Spotify Be Netlix — Stratechery Daily Update Ben Thompson: Spotify’s Increasing Power — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes … Continue reading Episode 144 — 90s Alt Forever
Mar 09, 2018
Episode 143 — Dilly-Dallying Dropbox
55:38
Ben and James discuss Dropbox’s S-1 and why the company is a success but still a disappointment. Plus, why companies should go public sooner. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: The Dropbox Comp — Stratechery Ben Thompson: Dropbox’s Cost of Revenue — Stratechery Daily Update Ben Thompson: Battle of the Box — Stratechery Ben Thompson: Dropbox Leaves AWS — Stratechery Daily Update Ben Thompson: Does Uber Have a Strategy Problem — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter … Continue reading Episode 143 — Dilly-Dallying Dropbox
Mar 02, 2018
Episode 142 (Updated) — Google and Antitrust
54:13
Ben and James discuss Google’s recent moves around blocking ads and promoting AMP and whether they raise antitrust questions. Plus, why Microsoft couldn’t have stopped Google, and why cryptocurrencies are aggregator kryptonite. NOTE: The previous version of this episode was not edited in the middle. There is no new content in this episode, but it should be easier to listen to. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: The Aggregation Paradox — Stratechery Ben Thompson: The Case Against Google — Stratechery Daily Update Charles Duhigg: The Case Against Google — The … Continue reading Episode 142 (Updated) — Google and Antitrust
Feb 23, 2018
Episode 142 — Google and Antitrust
The original version of this podcast included an editing error. The new version is here.
Feb 23, 2018
Episode 141 — The Mailbag Episode
1:05:45
Ben and James answer reader questions. Topics include business school, career advice, the nature of strategy, creating the next Silicon Valley, and how governments should deal with the disruptions caused by the Internet. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: Books to Blogs — Stratechery James Allworth, Karen Dillon, and Clayton Christenson: How Will You Measure Your Life? — ClaytonChristensen.com Ben Thompson: Strategy Credit — Stratechery Ben Thompson: Apple’s Organizational Crossroads — Stratechery Jared Diamond: Guns, Germs, and Steel — W. W. Norton & Company Yuval Noah Harari: Sapiens — HarperCollins … Continue reading Episode 141 — The Mailbag Episode
Feb 16, 2018
Episode 140 — The Products They Built Along the Way
1:05:09
Ben and James discuss Apple’s strategy of monetizing its customer base, how that explains HomePod, and whether or not it is a problem. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: Apple’s Middle Age — Stratechery Ben Thompson: Books to Blogs — Stratechery Ben Thompson: Apple and the Oak Tree — Stratechery Ben Thompson: The Lessons and Questions of the iPhone X and the iPhone 8 — Stratechery Ben Thompson: Apple is Not a Services Company — Stratechery Daily Update NOTE: Apple has taken down the supplemental financial information from Q1 2016 … Continue reading Episode 140 — The Products They Built Along the Way
Feb 09, 2018
Episode 139 — Amazon and Health Care
1:01:59
Ben and James discuss Amazon’s health care announcement and why the industry is so challenging. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Amazon, Berkshire Hathaway and JPMorgan Chase & Co. to partner on U.S. employee healthcare — BusinessWire Ben Thompson: Amazon Health — Stratechery Aaron E. Carroll: The Real Reason the U.S. Has Employer-Sponsored Health Insurance — New York Times The Best Health Care System in the World: Which One Would You Pick? — New York Times Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud … Continue reading Episode 139 — Amazon and Health Care
Feb 02, 2018
Episode 138 — A Moat Too Far
1:03:59
Ben and James discuss Amazon Go and what it says about the economics of tech and how Amazon is building multiple monopolies. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: Amazon Go and the Future — Stratechery Ben Thompson: The Amazon Tax — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by WordPress.com
Jan 27, 2018
Episode 137 — Addicted to Facebook
1:06:26
Ben and James discuss Facebook’s algorithm change, the difference between Facebook and Snapchat, and what the company’s motivations might be. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: Facebook’s Motivations — Stratechery Ben Thompson: Mobile Makes Facebook Just an App; That’s Great News — Stratechery Ben Thompson: Facebook and the Feed — Stratechery Ben Thompson: Facebook, Phones, and Phonebooks — Stratechery Ben Thompson: Popping the Publishing Bubble — Stratechery Ben Thompson: Defining Aggregators — Stratechery Tyler Cowen: A Simple Theory of Moore’s Law and Social Media — Marginal Revolution Farhad Manjoo: It’s … Continue reading Episode 137 — Addicted to Facebook
Jan 19, 2018
Episode 136 — It’s All 1s and 0s
55:29
Ben and James discuss the Meltdown and Spectre bugs and what they say about processors, technology, and even society. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: Meltdown, Spectre, and the State of Technology — Stratechery Ben Thompson: Alexa: Amazon’s Operating System — Stratechery Ben Thompson: The Arrival of Artificial Intelligence — Stratechery Nicholas Kristof: Why 2017 Was the Best Year in Human History — New York Times Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by WordPress.com
Jan 12, 2018
Episode 135 — Two Is Better Than One
1:24:02
Ben and James discuss Disney’s recent history, its acquisition of Fox, Netflix’s power, and why more and more policy decisions are about choosing the worst of two options. Note: This episode was recorded on Monday, December 18, 2017. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: Disney and Fox — Stratechery From Intel to Disney — Exponent Ben Thompson: Why Disney and ESPN Will Be OK — Stratechery Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery The Netflix Backlash: Why Hollywood Fears a Content … Continue reading Episode 135 — Two Is Better Than One
Dec 22, 2017
Episode 134 — Human Problems
58:53
Ben and James discuss why effective content moderation is so hard, how it can be done, and why it sometimes shouldn’t be. Plus, how tech optimists and tech critics make the exact same mistake. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: The Pollyannish Assumption — Stratechery Ben Thompson: The Pollyannish Assumption and Bright Lines, YouTube’s Market Power, Google vs Amazon — Stratechery Daily Update Ben Thompson: Tech’s Person of the Year; Uber at the End of 2017; Fowler’s True Impact, and Means — Stratechery Daily Update The Laborers Who Keep Dick … Continue reading Episode 134 — Human Problems
Dec 08, 2017
Episode 133 — Two Terrible Options
1:06:55
Ben and James discuss the net neutrality debate and why both sides of the issue at hand involve making difficult tradeoffs; the bigger problem is broken governance. Please listen to the end! Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: Pro-Neutrality, Anti-Title II — Stratechery Ben Thompson: “Light Touch”, Cable, and DSL; The Broadband Tradeoff; The Importance of Antitrust — Stratechery Ben Thompson: Netflix and Net Neutrality — Stratechery Ben Thompson: Net Neutrality and Zero Rating — Stratechery Daily Update Ben Thompson: Comcast’s Inevitable Data Caps, T-Mobile Offers Free Video, America Versus … Continue reading Episode 133 — Two Terrible Options
Dec 02, 2017
Episode 132 — Successful Disappointments
1:01:07
Ben and James discuss IPOs, including those of Stitch Fix, SendGrid, and Blue Apron, and the importance of understanding what type of company you are. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: Stitch Fix and the Senate — Stratechery Ben Thompson: Why (Most) IPOs are Under-Price — Stratechery Daily Update Ben Thompson: Waze Winners and Losers — Stratechery Ben Thompson: SendGrid IPOs — Stratechery Ben Thompson: Venture Capital and the Internet’s Impact — Stratechery Ben Thompson: Blue Apron Files for IPO — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James … Continue reading Episode 132 — Successful Disappointments
Nov 17, 2017
Episode 131 — Head-on is Hard
1:04:37
Ben and James break down the differences between new market and low end disruption and how they apply — or don’t — to Apple and the iPhone. Links Ben Thompson: Apple at Its Best — Stratechery Apple’s iPhone X Parts Cost $115 More Than iPhone 8, IHS Says — Bloomberg Ben Thompson: What Clayton Christensen Got Wrong — Stratechery Ben Thompson: Beyond the iPhone — Stratechery Ben Thompson: Apple’s Organizational Crossroads — Stratechery Ben Thompson: The Android Detour — Stratechery Ben Thompson: Apple and the Oak Tree — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review … Continue reading Episode 131 — Head-on is Hard
Nov 10, 2017
Episode 130 — The 50,000 Foot View
59:05
Ben and James walk through the history of Stratechery to explain why Facebook is inescapable for a podcast about tech and society. Links Ben Thompson: Tech Goes to Washington — Stratechery John Gruber: Blackberry vs. iPhone — Daring Fireball (note: I said on the podcast this was written in 2007; it was written in 2008) Ben Thompson: What Clayton Christensen Got Wrong — Stratechery Ben Thompson: The State of Consumer Technology at the End of 2014 — Stratechery Ben Thompson: Peak Google — Stratechery Ben Thompson: Revisiting Peak Google, Again — Stratechery Daily Update Ben Thompson: More Spectacles Mea Culpas — … Continue reading Episode 130 — The 50,000 Foot View
Nov 03, 2017
Episode 129 — The Disruption Antidote
1:03:02
Ben and James discuss why acquisitions should be the focus of tech regulators in the context of Facebook buying tbh today, and Instagram and WhatsApp previously. Links Ben Thompson: Why Facebook Shouldn’t Be Allowed to Buy TBH — Stratechery Marco Arment: The Impossible Dream of USB-C — Marco.org Ben Thompson: Peak Google — Stratechery Ben Thompson: Mobile Makes Facebook Just an App; That’s Great News — Stratechery Ben Thompson: Revisiting Peak Google, Again — Stratechery Daily Update Ben Thompson: Defining Aggregators — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter … Continue reading Episode 129 — The Disruption Antidote
Oct 27, 2017
Episode 128 — Counterfactuals
52:47
Ben and James discuss the structure that leads to gatekeepers and abusers like Harvey Weinstein, and why it is so dangerous to accept as fact that the world was better before the Internet. Links Ben Thompson: Goodbye Gatekeepers — Stratechery Ben Thompson: Gatekeepers Follow-Up, Hollywood and Venture Capital — Stratechery Daily Update Ben Thompson: The Justin Caldbeck Affair, The Enablers — Stratechery Daily Update Ben Thompson: Venture Capital and the Internet’s Impact — Stratechery Ben Thompson: In Defense of the New York Times — Stratechery Ben Thompson: The Voters Decide — Stratechery As U.S. Confronts Internet’s Disruptions, China Feels Vindicated … Continue reading Episode 128 — Counterfactuals
Oct 20, 2017
Episode 127 — The Worst-Case Scenario
1:05:26
Ben and James discuss Facebook and where both its critics and executives go wrong. It’s time for everyone to consider the worst-case scenarios. NOTE: We unfortunately had significant audio issues this week on both sides (which, by the way, had nothing to do with the cut cable referenced in the podcast ). Our apologies. Presented by MailChimp Links Ben Thompson: Defining Aggregators — Stratechery This is why tech companies won’t disclose content of Russian ads — The Outline Ben Thompson: Trustworthy Networking — Stratechery Ben Thompson: Manifestos and Monopolies — Stratechery Ben Thompson: The Voters Decide — Stratechery The Barriers … Continue reading Episode 127 — The Worst-Case Scenario
Oct 13, 2017
Episode 126 — Getting to the Future Faster
1:07:11
Ben and James discuss the development of theory, why blogs have disrupted books, and why too many in tech are too pessimistic about humanity. Presented by MailChimp Links Ben Thompson: Defining Aggregators — Stratechery Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: More Aggregators — Stratechery Daily Update Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery Ben Thompson: TV Advertising’s Surprising Strength — and Inevitable Fall — Stratechery Ben Thompson: Books and Blogs — Stratechery Ben Thompson: Friction — Stratechery Ben Thompson: Twitter’s Marketing Problem — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review … Continue reading Episode 126 — Getting to the Future Faster
Sep 29, 2017
Episode 125 — The Super-Aggregators
1:08:51
Ben and James discuss the different levels of aggregation, Facebook and Russian ads, and why it’s worth defending the future. Presented by MailChimp Links Ben Thompson: The Super-Aggregators and the Russians — Stratechery Facebook Enabled Advertisers to Reach ‘Jew Haters’ — ProPublica Ben Thompson: Inspired Media — Stratechery James Allworth: Technology Has Become Water — Medium Sheryl Sandberg on Facebook Advertising Changes — Facebook Dollar Shave Club and the Disruption of Everything — Stratechery Ben Thompson: Everything is Changing; So Should Antitrust — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud … Continue reading Episode 125 — The Super-Aggregators
Sep 22, 2017
Episode 124 — The Watch, The Phone, The Beatles
55:43
Ben and James discuss Apple’s the cellular Apple Watch, the iPhone X and 8 markets, and whether the opening was over-the-top. Presented by MailChimp Links Episode 018: Agree to Disagree — Exponent Ben Thompson: The Lessons and Questions of the iPhone X and the iPhone 8 — Stratechery Ben Thompson: The Cellular Apple Watch — Stratechery Daily Update Ben Thompson: Apple Watch: Asking Why and Saying No — Stratechery Ben Thompson: What I Got Wrong About Apple Watch — Stratechery Ben Thompson: Beyond the iPhone — Stratechery Wearable Fitness Devices Don’t Seem to Make You Fitter — New York Times Ben … Continue reading Episode 124 — The Watch, The Phone, The Beatles
Sep 15, 2017
Episode 123 — There Is No Going Back
55:00
Ben and James discuss the why it is Ben can’t stop talking about Aggregation Theory, and the future of regulation. Presented by MailChimp Links Episode 016: Naked People (James first trip to Burning Man) — Exponent Ben Thompson: Everything is Changing; So Should Antitrust — Stratechery Ben Thompson: TV Advertising’s Strength — and Inevitable Fall — Stratechery Ben Thompson: Ad Agencies and Accountability — Stratechery Ben Thompson: Paypal’s Incentive Problem — Stratechery Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Dollar Shave Club and the Disruption of Everything — Stratechery Episode 005: The World Has Changed — Exponent Ben Thompson: Antitrust and … Continue reading Episode 123 — There Is No Going Back
Sep 08, 2017
Episode 122 — From Intel to Disney
59:05
Ben and James discuss the Theory of the Conservation of Attractive Profits, Intel, Netflix, and how it all applies to Disney. Presented by MailChimp Links Ben Thompson: Disney’s Choice — Stratechery Ben Thompson: Disney Follow-up — Stratechery Daily Update Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery Ben Thompson: The Truth about Windows Versus the Mac — Stratechery Ben Thompson: ESPN: From Franchise to Business — Stratechery Daily Update Warren Buffett: 1991 Letter to Shareholders — Berkshire Hathaway Ben Thompson: Netflix Goes Global — Stratechery Daily Update Ben Thompson: Correction the Netflix … Continue reading Episode 122 — From Intel to Disney
Aug 26, 2017
Episode 121 — The Uber Mutation
1:10:57
Ben and James discuss Benchmark’s lawsuit against Uber and Cloudfare’s ban of Daily Stormer. Presented by MailChimp Links Ben Thompson: The Uber Dilemma — Stratechery Ben Thompson: Venture Capital and the Internet’s Impact — Stratechery Ben Thompson: Apple and the Oak Tree — Stratechery Ben Thompson: Waymo’s Lawsuit Against Uber — Stratechery Daily Update Ben Thompson: Does Uber Have a Strategy Problem? — Stratechery Daily Update Ben Thompson: Crisis at Uber — Stratechery Daily Update Ben Thompson: Cloudfare and Daily Stormer — Stratechery Daily Update Ben Thompson: Facebook Content Guidelines — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, … Continue reading Episode 121 — The Uber Mutation
Aug 18, 2017
Episode 120 — Google, Antitrust, and Aggregation Theory
54:38
Ben and James discuss the European Commission’s antitrust ruling against Google and the challenges of antitrust in a world governed by Aggregation Theory. Presented by MailChimp Links Ben Thompson: Ends, Means, and Antitrust — Stratechery Episode 005: The World Has Changed — Exponent Ben Thompson: Antitrust and Aggregation — Stratechery Press Release — European Commission Fact Sheet — European Commission Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp
Jun 30, 2017
Episode 119 — Amazon and Avocados
59:54
Ben and James discuss Amazon’s acquisition of Whole Foods, when acquisitions make sense, and the potential future of antitrust law. Presented by MailChimp Links Ben Thompson: Amazon’s New Customer — Stratechery Ben Thompson: Acquisitions and Network Effects, Antitrust and Network Effects, The Saga of Whole Foods — Stratechery Daily Update Ben Thompson: The Amazon Tax — Stratechery Tom Foster: The Shelf Life of John Mackey — Texas Monthly Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp
Jun 23, 2017
Episode 118 — Podcasting and Centralization
1:02:30
Ben and James discuss the business of podcasting specifically and advertising generally, and why Apple’s recent changes will have less of an effect than people think. Presented by MailChimp Links Ben Thompson: Podcasts, Analytics, and Centralization — Stratechery Episode 082: A Podcast About Podcasts — Exponent Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Patreon’s Update — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp
Jun 16, 2017
Episode 117 — Fruitful Clapping
1:00:19
Ben and James discuss Apple’s WWDC keynote, playing to your strengths, and privacy that matters. Presented by MailChimp Links Ben Thompson: Apple’s Strengths and Weaknesses — Stratechery IAMA Foxconn insider with information on next 12 months of hardware updates — Reddit Ben Thompson: Apple’s Organizational Crossroads — Stratechery How Apple’s Siri Lost Her Mojo — Wall Street Journal Zac Cichy on Apple and Privacy — Twitter Ben Thompson: Strategy Credit — Stratechery Ben Thompson: Tim Cook’s Unfair and Unrealistic Privacy Speech, Strategy Credits, The Privacy Priority Problem — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information … Continue reading Episode 117 — Fruitful Clapping
Jun 09, 2017
Episode 116 — Blockchain Beauty Contest
59:52
Ben and James discuss myths, culture, and blockchains — and yes, bubbles. NOTE: The original version had a corrupted file. Our apologies. Presented by MailChimp Links Ben Thompson: Tulips, Myths, and Cryptocurrencies — Stratechery Abhishek Chakravarty: The Product Manager’s guide to the Blockchain  — Medium Yuval Noah Harari: Sapiens Fred Ehrsam: Blockchain Tokens and the dawn of the Decentralized Business Model — Coinbase Blog Greeks are Rushing to Bitcoin — CNN Facebook accused of targeting ‘insecure’ children and young people, report says — Mashable Ben Thompson: The Cost of Bitcoin — Stratechery Ben Thompson: Selling Feelings — Stratechery Hosts Ben Thompson, … Continue reading Episode 116 — Blockchain Beauty Contest
May 26, 2017
Episode 115 — Business Matters
59:49
Ben and James discuss Google I/O, the importance of business relative to technology, and why Uber is in trouble. Presented by MailChimp Links Ben Thompson: Boring Google — Stratechery Ben Thompson: Google’s Go-to-Market — Stratechery How Uber and Waymo Ended Up Rivals in the Race for Driverless Cars — New York Times Ben Thompson: Does Uber Have a Strategy Problem? — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp
May 19, 2017
Episode 114 — The Job of Local News
50:05
Ben and James discuss why figuring out a new model means abandoning the old, this time in the context of newspapers and news. Presented by MailChimp Links Ben Thompson: The Local News Business Model — Stratechery Jim Rutenberg: Ad Buyers Have a Say in Whether Real News Survives — New York Times Ben Thompson: Wikitribune — Stratechery Daily Update Ben Thompson: Why BuzzFeed is the Most Important News Organization in the World — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp
May 12, 2017
Episode 113 — WeChat, China, and Apple
59:40
Ben and James discuss how leverage shifts in a value chain, why WeChat is so powerful in China, and why that is a problem for Apple. Presented by MailChimp Links Ben Thompson: Apple’s China Problem — Stratechery Ben Thompson: Messaging: Mobile’s Killer App — Stratechery Ben Thompson: Slack and the State of Technology at the End of 2015 — Stratechery Connie Chan: When One App Rules Them All: The Case of WeChat and Mobile in China — a16z Ben Thompson: Peak Google — Stratechery Ben Thompson: Beyond Disruption — Stratechery James Allworth: The Blessing of Failure — Medium Ben Thompson: The State … Continue reading Episode 113 — WeChat, China, and Apple
May 05, 2017
Episode 112 — It’s Complicated
1:04:26
Ben and James discuss whether or not monopolies are good, the differences between education and healthcare, and how to build an economy of the future. Presented by MailChimp Links Episode 012: The Internet Rainforest — Exponent Episode 005: The World Has Changed — Exponent Ben Thompson: Not OK, Google — Stratechery Ben Thompson: Facebook and the Cost of Monopoly — Stratechery How Google Eats a Business Whole — The Outline Meet the Google Alum Who Created China’s Facebook-Groupon Mashup — Bloomberg Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented … Continue reading Episode 112 — It’s Complicated
Apr 28, 2017
Episode 111 — Lamentation Not Condemnation
1:02:07
Ben and James discuss what it means if Facebook is a monopoly, what is lost if it is, and why there isn’t anything that can be done about it — for now. Presented by MailChimp Links Ben Thompson: The Facebook Epoch — Stratechery Ben Thompson: Facebook and the Cost of Monopoly — Stratechery Kurt Gessler: Facebook’s algorithm isn’t surfacing one-third of our posts. And it’s getting worse — Medium Ben Thompson: Manifestos and Monopolies — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp
Apr 21, 2017
Episode 110 — Moral Hazard
1:23:02
James and Ben discuss moral hazard and what seems to be going wrong with the U.S. economy, the different kinds of regulation, and how the App Store explains government policy. Presented by MailChimp Links James Allworth: Prioritizing Economics is Crippling the U.S. Economy — Medium Ryne Rohla: Creating a National Precinct Map — Decision Desk HQ Jeff Bezos: Annual Letter to Shareholders — SEC Matt Stoller: How Democrats Killed Their Populist Soul — The Atlantic Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp
Apr 14, 2017
Episode 109 — Screw-ups Are Fun!
57:27
Ben and James discuss Apple’s Mac Pro screw-up and what it might say about the company and its culture. Presented by MailChimp Links John Gruber: The Mac Pro Lives — Daring Fireball Jay Yarow: Phil Schiller on Apple’s Ad Agency in an Email — Business Insider Ben Thompson: Whither Liberal Arts — Stratechery Apple iPad Air Ad — YouTube Steve Jobs After the GarageBand Demo During the Introduction of the iPad 2 — YouTube Ben Thompson: Apple’s Organizational Crossroads — Stratechery Ben Thompson: From Products to Platforms — Stratechery Ben Thompson: Why Doesn’t Apple Enable Sustainable Business on the App … Continue reading Episode 109 — Screw-ups Are Fun!
Apr 07, 2017
Episode 108 — Statistics Gone Wild
1:05:50
Ben and James discuss the meaning of artificial intelligence, whether machine learning qualifies, and a platform for dealing with the impact. Presented by MailChimp Links Chris Dixon: How Aristotle Created the Computer — The Atlantic Ben Thompson: The Arrival of Artificial Intelligence — Stratechery Dan Primack: Takeaways from Steve Mnuchins Axios Interview — Axios Maureen Dowd: Elon Musk’s Billion-Dollar Crusade to Stop the A.I. Apocalypse — Vanity Fair The Most Common Jobs in Every State — NPR At Blackrock, Machines Are Rising over Managers to Pick Stocks — [The New York Times](http://www.nytimes.com/2017/03/28/business/dealbook/blackrock-actively-managed- Ben Thompson: Verizon, AOL, Facebook Instant Articles, and … Continue reading Episode 108 — Statistics Gone Wild
Mar 31, 2017
Episode 107 — Smiling Curves and Self-Driving Cars
1:03:01
Ben and James discuss the concept of The Smiling Curve and how it applies to various industries. Then, where value might be found in self-driving cars, and why both Uber and Google are getting it wrong. Presented by MailChimp Links Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Publishers and the Smiling Curve — Stratechery Ben Thompson: Intel, Mobileye, and Smiling Curves — Stratechery Episode 012: The Internet Rainforest — Exponent “After SO many years of being lost, we finally have Aaliyah’s performance of ‘Try Again’ on Jay Leno. This is RARE as fuck.” — Twitter Hosts Ben Thompson, @benthompson, … Continue reading Episode 107 — Smiling Curves and Self-Driving Cars
Mar 24, 2017
Episode 106 — To Be an Outlaw
1:01:55
Ben and James discuss Uber’s recent scandals, and debate whether the company’s business actions can be separated from its culture. Presented by MailChimp Links Susan Fowler Rigetti: Reflecting on One Very, Very Strange Year at Uber — SusanJFowler.com Ben Thompson: The Uber Conflation — Stratechery Ben Thompson: Crisis at Uber, Uber’s Culture, Who is Responsible? — Stratechery Daily Update Brad Stone: The Upstarts — Hachette Book Group Ben Thompson: Tech Morality — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp
Mar 10, 2017
Episode 105 — The Most Political
1:09:50
Ben and James discuss Mark Zuckerberg’s manifesto, the problem with regulation, and why Facebook needs exactly that. Presented by MailChimp Links Mark Zuckerberg: Building Global Community — Facebook Ben Thompson: Manifestos and Monopolies — Stratechery Ben Thompson: Inspired Media — Stratechery James Allworth: Founders and Motivation — Stratechery The Ezra Klein Podcast: Tim Wu’s Interesting, Unusual, Fascinating Life — Panoply Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp
Feb 24, 2017
Episode 104 — Snap’s Gingerbread Strategy
1:02:29
Ben and James compare Snap and Facebook to Apple and Microsoft, and worry that Snap’s business is misaligned. Presented by MailChimp Links Ben Thompson: Snap’s Apple Strategy — Stratechery Ben Thompson: The Truth About Windows Versus the Mac — Stratechery Ben Thompson: What Clayton Christensen Got Wrong — Stratechery Ben Thompson: The Audacity of Copying Well — Stratechery Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Snapchat Spectacles and the Future of Wearables — Stratechery Ben Thompson: Old-Fashioned Snapchat — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by … Continue reading Episode 104 — Snap’s Gingerbread Strategy
Feb 17, 2017
Episode 103 — Dull Knives Don’t Cut
54:12
Ben and James discuss what kind of politicians and products cut through in the Internet age, and why they are profoundly different than what worked before. Presented by MailChimp Links Ben Thompson: Inspired Media — Stratechery Ben Thompson: The Voters Decide — Stratechery Ben Thompson: Friction — Stratechery James Allworth: The U.S. has Gone F&*%ing Mad — Medium Ben Thompson on How to Make It in the Media in 2016 — The Ezra Klein Show Journalism That Stands Apart — New York TimesTh Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter … Continue reading Episode 103 — Dull Knives Don’t Cut
Feb 03, 2017
Episode 102 — Snakes and Ladders
57:27
Ben and James discuss the history of messaging apps, the rise of Snapchat, and why Instagram Stories was such a brilliant move. NOTE: The original audio file had a problem at the 36:50 mark; if you encounter this, please delete the file from your podcast app and re-download. Presented by MailChimp Links Ben Thompson: The Audacity of Copying Well — Stratechery Ben Thompson: Snapchat’s Ladder — Stratechery Ben Thompson: Facebook, Phones, and Phonebooks — Stratechery Ben Thompson: Snapchat User Growth Concerns, What Makes Snapchat Valuable? — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information … Continue reading Episode 102 — Snakes and Ladders
Jan 27, 2017
Episode 101 — TV is the Oak Tree
1:08:02
Ben and James discuss why different types of media have responded to the Internet with varying degrees of success. Presented by MailChimp Links Ben Thompson: The Great Unbundling — Stratechery Chris Dixon: How Bundling Benefits Sellers and Buyers — cdixon blog The Netflix Backlash: Why Hollywood Fears a Content Monopoly — Hollywood Reporter Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery Ben Thompson: The Jobs That TV Does — Stratechery James Allworth: The Blessing of Failure — Medium Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented … Continue reading Episode 101 — TV is the Oak Tree
Jan 20, 2017
Episode 100 — The Anniversary Episode: iPhone and Exponent
1:07:28
Ben and James celebrate two milestones: 10 years for the iPhone, and 100 episodes for Exponent. This is a good one: it in many respects summarizes the entire run of both Exponent and Stratechery. Presented by MailChimp Links Ben Thompson: The Ten Year Anniversary of the Apple TV — Stratechery Ben Thompson: What Clayton Christensen Got Wrong — Stratechery Ben Thompson: Beyond Disruption — Stratechery Ben Thompson: Shameless Samsung — Stratechery Ben Thompson: How Apple Creates Leverage, and the Future of Apple Pay — Stratechery Ben Thompson: From Products to Platforms — Stratechery Ben Thompson: Friction — Stratechery Ben Thompson: The … Continue reading Episode 100 — The Anniversary Episode: iPhone and Exponent
Jan 13, 2017
Episode 099 — Fate Has a Sense of Irony
1:00:31
Ben and James discuss Amazon Alexa and the history of operating systems Presented by MailChimp Links Is That an Echo? — Exponent Episode 070 Ben Thompson — The Amazon Tax We Have Always Been at War with Amazon — Exponent Episode 081 Ben Thompson: Alexa: Amazon’s Operating System — Stratechery Voice Recognition Technology — YouTube Ben Thompson: The Truth About Windows Versus the Mac — Stratechery Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Beyond Disruption — Stratechery Ben Thompson: Mobile Makes Facebook Just an App; That’s Great News — Stratechery James Allworth: The Blessing of Failure — Medium Hosts … Continue reading Episode 099 — Fate Has a Sense of Irony
Jan 06, 2017
Episode 098 — Shattered Glass
1:05:47
Ben and James discuss real estate and Opendoor, and the types of startups that will succeed in the future. Presented by MailChimp Links Ben Thompson: Opendoor: A Startup Worth Emulating — Stratechery Ben Thompson: Zillow Acquires Trulia — Stratechery Daily Update Ben Thompson: Google Self-Driving Cars = Waymo — Stratechery Daily Update Ben Thompson: Google, Uber, and the Evolution of Transportation-As-A-Service — Stratechery Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery Ben Thompson: The State of Technology at the End of 2016 — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, … Continue reading Episode 098 — Shattered Glass
Dec 16, 2016
Episode 097 — Google Versus AWS
1:13:28
Ben and James discuss cloud computing and why Google fell behind AWS, and how the company is taking a very wise strategy in catching up. Note: Due to a recording error Ben’s track quality is poor. Our apologies. Presented by MailChimp Links Ben Thompson: How Google is Challenging AWS — Stratechery Ben Thompson: Amazon Re:Invent, Google vs AWS vs IBM vs Microsoft — Stratechery Daily Update Steve Yegge: Stevey’s Google Platforms Rant — Google Plus Ben Thompson: The Amazon Tax — Stratechery Ben Thompson: Apple’s Organizational Crossroads — Stratechery Transcript: @Chamath At StrictlyVC’s Insider Series — Semil Shah Blog Ben … Continue reading Episode 097 — Google Versus AWS
Dec 02, 2016
Episode 096 — Sins of Commission and Omission
1:16:17
Ben and James discuss the fake news epidemic on Facebook, from its structural causes to its effects. Then, Facebook committed sins of omission; the tech industry ought not do the same. Presented by MailChimp Links Ben Thompson: Fake News — Stratechery Ben Thompson: Aggregation Theory — Stratechery How Teens In The Balkans Are Duping Trump Supporters With Fake News — BuzzFeed Facebook fake-news writer: ‘I think Donald Trump is in the White House because of me’ — Washington Post Ben Thompson: Friction — Stratechery Viral Fake Election News Outperformed Real News On Facebook In Final Months Of The US Election — BuzzFeed … Continue reading Episode 096 — Sins of Commission and Omission
Nov 18, 2016
Episode 095 — The Backlash Has Arrived
1:09:32
Ben and James discuss the Trump election, filter bubbles, and the responsibility of the tech industry. Presented by MailChimp Links Ben Thompson: Donald Trump is the President-Elect, Tech Under Trump, The Big Picture — Stratechery Daily Update Episode 085: Ballots and Guillotines — Exponent Ben Thompson: The Brexit Possibility — Stratechery James Allworth: Brexit, Trump, and the Ultimatum Game — Medium Ben Thompson: The Voters Decide — Stratechery “Day One in Trump’s America” — Twitter Moments Kim-Mai Cutler: “The best way to have the stickiest and most lucrative product? Be a systematic tool for confirmation bias.” — Twitter Ben Thompson: … Continue reading Episode 095 — The Backlash Has Arrived
Nov 11, 2016
Episode 094 — Should Apple Buy Netflix?
1:18:19
Ben and James discuss when acquisitions make sense, why Apple shouldn’t buy Tesla, and debate whether they should or should not buy Netflix. Presented by MailChimp Links Ben Thompson: Apple Should Buy Netflix — Stratechery Ben Thompson: Why Apple Shouldn’t Buy Netflix — Stratechery Daily Update Ben Thompson: Best — Stratechery Ben Thompson: It’s a Tesla — Stratechery Ben Thompson: Netflix and Aggregation Theory — Stratechery Daily Update The Netflix Backlash: Why Hollywood Fears a Content Monopoly — Hollywood Reporters Ben Thompson: Netflix’s Earnings —Stratechery Daily Update Ben Thompson: Everything as a Service — Stratechery Steve Blank: Why Tim Cook … Continue reading Episode 094 — Should Apple Buy Netflix?
Nov 04, 2016
Episode 093 — The Disruption of Everything
57:21
Ben and James discuss the difference between the IT era and the Internet Revolution, first in the context of newspapers and then in the context of society broadly. Presented by MailChimp Links Jack Shafer: What If the Newspaper Industry Made a Colossal Mistake? — Politico Ben Thompson: The IT Era and the Internet Revolution — Stratechery Ben Thompson: Snapchat Changes Publisher Monetization — Stratechery Ben Thompson: The Sports Linchpin — Stratechery Ben Thompson: TV Advertising’s Surprising Strength — and Inevitable Fall — Stratechery Ben Thompson: Friction — Stratechery Barack Obama, Neural Nets, Self-Driving Cars, and the Future of the World … Continue reading Episode 093 — The Disruption of Everything
Oct 21, 2016
Episode 092 — Defining Consumerization of IT
1:12:21
Ben and James discuss what Consumerization of IT means in the context of Workplace by Facebook, Skype Teams, and Slack. Note: This podcast originally had a dead spot at the 8:13 mark. It has been fixed. To update please delete the podcast and re-download. Presented by MailChimp Links Ben Thompson: Chat and the Consumerization of IT — Stratechery David Moschella, Doug Neal, Piet Opperman, John Taylor: The ‘Consumerization’ of Information Technology — CSC Ben Thompson: What Clayton Christensen Got Wrong — Stratechery John Gruber: Blackberry vs iPhone — Daring Fireball Peter Bright: Going all-in: Ars interviews Microsoft’s Steve Ballmer — … Continue reading Episode 092 — Defining Consumerization of IT
Oct 14, 2016
Episode 091 — Google’s New Business Model
1:07:20
Ben and James discuss the history of Android and why Google’s new phone signifies such a profound shift for the company. Presented by MailChimp Links Farhad Manjoo: MailChimp and the Un-Silicon Valley Way to Make It as a Start-Up — The New York Ttimes Ben Thompson: The Android Detour — Stratechery Ben Thompson: The Truth About Windows Versus the Mac — Stratechery Ben Thompson: The State of Consumer Technology at the End of 2014 — Stratechery Ben Thompson: Google’s Go-to-Market Gap — Stratechery Ben Thompson: Why Google’s Pixel-Android Strategy is Smart, Samsung Buys Viv, Google Home — Stratechery Ben Thompson: … Continue reading Episode 091 — Google’s New Business Model
Oct 07, 2016
Episode 090 — Fashionable to Be Cynical
1:02:05
Ben and James follow-up on Facebook versus the media, and then dive into Spectacles and what makes for a compelling product. Presented by MailChimp Links Ben Thompson: Facebook Tweetstorm — Twitter Ben Thompson: How the Snap Spectacles Story Broke, Facebook Overestimated Video Metric — Stratechery Daily Update Ben Thompson: Economic Power in the Age of Abundance — Stratechery Warren Buffett: 1991 Letter to Shareholders — Berkshire Hathaway Ben Thompson: Snapchat Spectacles and the Future of Wearables — Stratechery Ben Thompson: Snapchat’s Ladder — Stratechery Ben Thompson: Facebook, Phones, and Phonebooks — Stratechery Seth Stevenson: Snapchat Releases First Hardware Product, Spectacles … Continue reading Episode 090 — Fashionable to Be Cynical
Sep 30, 2016
Episode 089 — Move On from the 80s
1:02:46
Ben and James discuss Oracle’s prospects in the crowd and how the Internet has changed the enterprise. Presented by MailChimp Links Ben Thompson: Oracle’s Cloudy Future — Stratechery Ben Thompson: Is AWS a Commodity? — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp
Sep 23, 2016
Episode 088 — The Dark Side of the Facebook
1:00:25
Ben and James discuss Facebook’s latest run-in with the media: both are wrong but for different reasons. Presented by MailChimp Links Ben Thompson: Facebook Versus the Media — Stratechery Espen Egil Hansen: Dear Mark. I am writing this to inform you that I shall not comply with your requirement to remove this picture. — Aftenposten Ben Thompson: What the Media Misses About Facebook, Facebook’s Missing Humans — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp
Sep 16, 2016
Episode 087 — Meditations on Courage
47:49
Ben and James discuss James’ adventurous summer and the recent Apple event and what it says about the future of Apple. Presented by MailChimp Links Wolverine Misses Exponent — Twitter James Allworth: So You’re Thinking About Doing a 10 Day Silent Vipassana Meditation Retreat? — Medium Naked People — Exponent Ben Thompson: Beyond the iPhone — Stratechery Farhad Manjoo: What’s Really Missing From the New iPhone: Cutting-Edge Design — New York Times Ben Thompson: Apple’s Organizational Crossroads — Stratechery Tim Cook, the interview: Running Apple ‘is sort of a lonely job’ — The Washington Post Ben Thompson: Apple’s PR Push, Maps and … Continue reading Episode 087 — Meditations on Courage
Sep 09, 2016
Episode 086 — Following a Pokémon Off a Cliff
1:03:35
Ben and James discuss Facebook Live and Pokémon Go. Please note that this episode was podcast five days ago, on Saturday, July 16. Links Ben Thompson: A Technical Glitch — Stratechery The Laborers Who Keep Dick Pics and Beheadings Out of Your Facebook Feed — Wired Mat Honan: Why Facebook And Mark Zuckerberg Went All In On Live Video — BuzzFeed Ben Thompson: Facebook and the Feed — Stratechery Ben Thompson: The Pokémon Go Phenomonan, Nintendo’s Pivot, Additional Notes on Pokémon Go — Stratechery Daily Update Ben Thompson: Activision Blizzard Buys King Digital — Stratechery Daily Update Aaron Levie: Nintendo’s … Continue reading Episode 086 — Following a Pokémon Off a Cliff
Jul 22, 2016
Episode 085 — Ballots Versus Guillotines
59:53
Ben and James discuss why the sociopolitical factors underlying the Brexit vote and their relationship to technology and a system of the future. Links Ben Thompson: The Brexit Possibility — Stratechery Ben Thompson: TV Advertising’s Surprising Strength — And Inevitable Fall — Stratechery Ben Thompson: Follow-up: The Big Picture — Stratechery James Allworth: Brexit, Trump, and the Ultimatum Game — Medium Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Sponsorship Inquiry
Jul 01, 2016
Episode 084 — The Old World Order
1:04:10
Ben and James discuss how the TV industry and the companies that advertise on TV are interconnected, and how they will rise and fall together. Links Ben Thompson: TV Advertising’s Surprising Strength — and Inevitable Fall — Stratechery Ben Thompson: The Cord Cutting Fantasy — Stratechery Ben Thompson: Why Disney and ESPN Will Be OK — Stratechery Ben Thompson: Old-Fashioned Snapchat — Stratechery Ben Thompson: How Technology is Changing the World (P&G Edition) — Stratechery Ken Doctor: The Macy’s Factor — Politico Ben Thompson: Cars and the Future — Stratechery Ben Thompson: Publishers and the Smiling Curve — Stratechery Ben … Continue reading Episode 084 — The Old World Order
Jun 24, 2016
Episode 083 — Microsoft & LinkedIn versus Apple & WWDC
1:11:34
Ben and James discuss Microsoft’s acquisition of LinkedIn and Apple’s WWDC announcements, and figure out why they feel so differently about the two of them. Links James Allworth: Who’s going to be having sleepless nights after Microsoft’s LinkedIn deal? — Medium Ben Thompson: Microsoft and Apple Double Down — Stratechery Ben Thompson: How Satya Nadella Killed Windows Phone — Stratechery Microsoft’s Nadella Manages Legacy of Ballmer-Board Split — Bloomberg Ben Thompson: The Deal That Makes No Sense — Stratechery Ben Thompson: The Curse of Culture — Stratechery Ben Thompson: Apple’s Organizational Crossroads — Stratechery James Allworth: The Blessing of Failure … Continue reading Episode 083 — Microsoft & LinkedIn versus Apple & WWDC
Jun 17, 2016
Episode 082 — A Podcast About Podcasts
1:21:51
Ben and James discuss the present and future of podcasts, and how media companies need to take a holistic approach to their businesses. Links Ben Thompson: The Future of Podcasts — Stratechery Ben Thompson: Why Web Pages Suck — Stratechery Ben Thompson: Publishers and the Smiling Curve — Stratechery Ben Thompson: Grantland and the (Surprising) Future of Publishing — Stratechery Ezra Klein Show: Ben Thompson on How to Make it in the Media in 2016 — Vox Marco Arment: Apple’s Actual Role in Podcasting: Be Careful What You Wish For — Marco.org Podcasts Surge, but Producers Fear Apple Isn’t Listening … Continue reading Episode 082 — A Podcast About Podcasts
Jun 10, 2016
Episode 081 — We Have Always Been at War with Amazon
54:04
Ben and James explain why Alexa is an even bigger deal than it seems, and why both Apple and Google should fear Amazon. Plus, why Microsoft’s challenges are only beginning. Links Ben Thompson: The Amazon Tax — Stratechery Ben Thompson: Jeff Bezos at the Code Conference — Stratechery Daily Update Jeff Bezos Intervew at the Code Conference: Video, Podcast, Live Blog Now We’re Talking: Amazon Alexa Comes to Pebble Core — Pebble Ben Thompson: Twilio Files for IPO — Stratechery Ben Thompson: Google’s Go-to-Market Gap — Stratechery James Allworth: The Blessing of Failure — Medium Ben Thompson: Mobile Makes Facebook … Continue reading Episode 081 — We Have Always Been at War with Amazon
Jun 03, 2016
Episode 080 — Multiple Full Circles
58:57
Ben and James discuss briefly revisit last week’s discussion on Facebook, then discuss the Peter Thiel versus Gawker affair, and the implications for tech broadly. Then, how culture helps and hurts at Facebook, Apple, Google, and Microsoft. Links Ben Thompson: The Real Problem with Facebook and the News — Stratechery Ben Thompson: Peter Thiel, Comic Book Hero — Stratechery (note: this was written after the podcast) When the Most Personal Secrets Get Outed on Facebook — Wall Street Journal Ben Thompson: The Curse of Culture — Stratechery Ben Thompson: Google’s Go-to-Market Gap — Stratechery Ben Thompson: Everything as a Service — … Continue reading Episode 080 — Multiple Full Circles
May 27, 2016
Episode 079 — Twerk the Algorithm
58:29
Ben and James discuss the allegations that Facebook is censoring conservative news, and renew their ongoing debate about Facebook’s power. Then, why Google’s current situation is similar to Microsoft, even though the long-term looks good. Links Want to Know What Facebook Really Thinks of Journalists? Here’s What Happened When It Hired Some. — Gizmodo Former Facebook Workers: We Routinely Suppressed Conservative News — Gizmodo Nilay Patel: Let’s Say Obvious Things About Facebook and Conservative News — The Verge Ben Thompson: The Voters Decide — Stratechery Ben Thompson: The Real Problem with Facebook and the News — Stratechery Ben Thompson: Defending … Continue reading Episode 079 — Twerk the Algorithm
May 20, 2016
Episode 078 — Bending Trees
1:11:39
Ben and James discuss how the world will change, how change happens in companies and society, and debate whether or not we have crossed the rubicon to a new world. Links Ben Thompson: Everything as a Service —  Stratechery Ben Thompson: Friction — Stratechery Farhad Manjoo: The Uber Model, It Turns Out, Doesn’t Translate — The New York Times Ben Thompson: Intel Restructures — Stratechery Daily Update Ben Thompson: Microsoft’s Mobile Muddle — Stratechery Max Wessel: Path Dependency, Infrastructure, and Entrepreneurship — LongLogic Too Much of a Good Thing — Economist Ben Thompson: Facebook and New Market Disruption — Stratechery … Continue reading Episode 078 — Bending Trees
May 06, 2016
Episode 077 — Physical Goods
1:08:45
Ben and James follow-up on last week’s Apple services discussion and take a look at Apple’s earnings. Then a discussion of the European Commissions investigation of Google for antitrust, and a debate about how antitrust regulation needs to change, if at all. Links Episode 076: Apple’s Organization and Services — Exponent Apple Q2 2016 Earnings Call Transcript — Seeking Alpha Benjamin Mayo: Apple Earnings Press Release Titles — Twitter Ben Thompson: Apple’s Good Q1 Earnings, Apple is Not a Services Company — Stratechery Daily Update Ben Thompson: Apple’s Earnings and the iPhone Upgrade Cycle — Stratechery Daily Update Episode 005: The … Continue reading Episode 077 — Physical Goods
Apr 29, 2016
Episode 076 — Apple’s Organization and Services
1:05:50
Ben and James discuss the different types of organizational structures, the benefits Apple gains from having a unitary form, and whether or not the company should make changes to more effectively compete in services. Links Ben Thompson: Apple’s Organizational Crossroads — Stratechery Ben Thompson: Services and Apple’s Strategy, The Power of a P&L — Stratechery Daily Update Episode 071: Pickaxe Retailers — Exponent Ben Thompson: Paypal’s Incentive Problem — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Sponsorship Inquiry
Apr 22, 2016
Episode 075 — Baby Picture Bots
1:04:17
Ben and James discuss Facebook F8, how the company is trying to own both public and private social, and why Messenger is a good idea, but bots may not be. Links Twitter Has Outsized Influence, but It Doesn’t Drive Much Traffic for Most News Orgs, a New Report Says — NiemanLab Ben Thompson: Facebook, Phones, and Phonebooks — Stratechery David Kirkpatric: The Facebook Effect — Simon & Schuster Amir Efrati: Facebook Struggles to Stop Decline in ‘Original’ Sharing — The Information Ben Thompson: Facebook and the Feed — Stratechery Ben Thompson: The Problem with Facebook’s Ten-Year Plan, Is BuzzFeed Struggling? … Continue reading Episode 075 — Baby Picture Bots
Apr 15, 2016
Episode 074 — Tesla Fervor
1:05:53
Ben and James discuss the Tesla phenomena, how they built such a powerful brand, and debate whether that will be enough to lead the company to success. Links Ben Thompson: It’s a Tesla — Stratechery Ben Thompson: Tesla Skepticism and Superchargers — Stratechery Daily Update Tesla’s Not as Disruptive as You Think — Harvard Business Review Ben Thompson: Obsoletive — Stratechery Elon Musk: The Secret Tesla Motors Master Plan (just between you and me) — Tesla Blog Ben Thompson: Tesla Powerwall — Stratechery Daily Update Ben Thompson: Xiaomi’s Struggles — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, … Continue reading Episode 074 — Tesla Fervor
Apr 08, 2016
Episode 073 — Get Off My Lawn!
1:14:31
Ben and James discuss how Snapchat has built it’s product so effectively, the narcissist in all of us, and the structure of social around the world. Links Ben Thompson: Snapchat’s Ladder — Stratechery Ben Thompson: Old-Fashioned Snapchat — Stratechery Snapchat’s Updated Policies Hint at Bigger Search, Ad Ambitions — MarketingLand “The Snarkie” — Twitter Ben Thompson: The Multitudes of Social — Stratechery Alex Muir: Facebook is the New Excel — AlexMuir.com WeChat Payments Rocket as China’s Tencent Rides Gaming Wave — Reuters Ben Thompson: Snapchat Follow-up; WeChat, Facebook Messenger, and iMessage — Stratechery Daily Update After-show: Ben Thompson: Services, Not … Continue reading Episode 073 — Get Off My Lawn!
Apr 01, 2016
Episode 072 — Low Hanging Fruit
1:18:19
Ben and James continue last week’s discussion about Apple’s struggles with the cloud, then discuss why the iPhone SE is such a brilliant move — and how those two things are related. Plus, an after-show about Microsoft and Intel and what makes for an effective leader. Links Amir Efrati and Steve Nellis: Inside Apple’s Cloud Infrastructure Troubles — The Information Ben Thompson: iCloud and Apple’s Founding Myth — Stratechery Adam Lashinsky: The Cook Doctrine at Apple — Fortune Ben Thompson: Apple Music and Apple’s Focus — Stratechery Ben Thompson: Two Bears — Stratechery Ben Thompson: What Clayton Christensen — Stratechery … Continue reading Episode 072 — Low Hanging Fruit
Mar 25, 2016
Episode 071 — Pickaxe Retailers
1:12:44
Ben and James discuss the connection between Amazon’s business model and organizational structure, why Dropbox shouldn’t have left AWS, and why Apple should buy Dropbox. Plus, does WeWork’s valuation make sense, and why such companies are exciting. Links Ben Thompson: The Amazon Tax — Stratechery Brad Stone: The Everything Store — Brad-Stone.com Jeff Bezos: 1997 Letter to Sharholders — Amazon FedEx Downplays Amazon Logistics Threat — The Seattle Times Ben Thompson: Dropbox Leaves AWS, Should UPS and Fedex Be Afraid? — Stratechery Dailiy Update Ben Thompson: Stripe Atlas, An Interview with Patrick Collison — Stratechery Daily Update Ben Thompson: Venture … Continue reading Episode 071 — Pickaxe Retailers
Mar 18, 2016
Episode 070 — Is That an Echo?
1:11:38
Ben and James discuss the Amazon Echo, Apple’s cloudy future, Google’s Missed Opportunity, and why Amazon has so much growth potential ahead of it. Links Ben Thompson: Why Uber Fights — Stratechery Ben Thompson: Amazon Echo Expands — Stratechery Daily Update Ben Thompson: The Amazon Echo — Stratechery Daily Update Dustin Curtis: Amazon Has No Taste — Stratechery Ben Thompson: Stop Doubting the iPhone — Stratechery Daily Update Ben Thompson: Android Where? — Stratechery Ben Thompson: Digital Hub 2.0 — Stratechery Ben Thompson: Amazon’s Transformation and the Costco Model — Stratechery Daily Update Ben Thompson: Amazon the Logistics Company — … Continue reading Episode 070 — Is That an Echo?
Mar 11, 2016
Episode 069 — Wrapped Around an Axle
1:12:52
Ben and James discuss how the aggregation of media led to a weakening of political parties, opening the door to unexpected candidates. Plus, why Facebook’s focus on engagement might be dangerous, and why diversity is important from day one. This episode is sponsored by Wunder Capital. Make a good investment and do good at the same time through Wunder Capital’s solar investment opportunities. Create an account for free at WunderCapital.com/exponent. Links Ben Thompson: The Voters Decide — Stratechery Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: The FANG Playbook — Stratechery Ben Thompson: Netflix and the Conservation of Attractive Profits … Continue reading Episode 069 — Wrapped Around an Axle
Mar 04, 2016
Episode 068 — Binary Backdoors
1:02:19
Ben and James discuss Apple versus the FBI. Links James Allworth: The U.S. has Gone F&*%ing Mad — Medium James Allworth: How the Apple/FBI Fight Risks the Whole U.S. Tech Industry — Harvard Business Review Ben Thompson: Apple, The FBI, and Security — Stratechery Radley Balko: Surprise! Controversial Patriot Act Power Now Overwhelmingly Used in Drug Investigations — The Washington Post Exclusive: Apple CEO Tim Cook Says iPhone-Cracking Software ‘Equivalent of Cancer’ — ABC News More Support for Justice Department Than for Apple in Dispute Over Unlocking iPhone — Pew Research Center Solid Support for Apple in iPhone Encryption Fight: … Continue reading Episode 068 — Binary Backdoors
Feb 26, 2016
Episode 067 — Weighing and Voting
1:02:28
Ben and James discuss the mistakes made by Zenefits, when to challenge regulation, and the problem with short-term thinking. This podcast was recorded before the Apple/FBI news broke; we currently plan to cover that next week. Links Ben Thompson: Fidelity Reprices Again — Stratechery Daily Update Ben Thompson: Zenefits and Regulation — Stratechery Ben Thompson: Follow-up to The Reality of Missing Out — Stratechery Daily Update James Allworth: High Frequency Trading and Finance’s Race to Irrelevance — Harvard Business Review Here is the letter the world’s largest investor, BlackRock CEO Larry Fink, just sent to CEOs everywhere — Business Insider … Continue reading Episode 067 — Weighing and Voting
Feb 19, 2016
Episode 066 — You Don’t Know What You Don’t Know
1:04:03
Ben and James discuss winner-take-all dynamics and its implications for advertising, bubble talk, and venture capital. Plus, what Facebook and Marc Andreessen got wrong about Free Basics and India. This episode is sponsored by Wunder Capital. Make a good investment and do good at the same time through Wunder Capital’s solar investment opportunities. Create an account for free at WunderCapital.com/exponent. Links Ben Thompson: The Reality of Missing Out — Stratechery Leslie Picker and Peter Eavis: Deal Shows Investors Are Willing to Make a Blind Bet on Uber — The New York Times Mike Isaac: Delivery Start-Ups Face Road Bumps in … Continue reading Episode 066 — You Don’t Know What You Don’t Know
Feb 12, 2016
Episode 065 — Competing Against Non-Consumption
1:08:02
Ben and James discuss Apple earnings, Twitter’s troubles, and whether or not the Internet is over-rated. This episode is sponsored by Wealthfront. See recommended portfolios and get up to $15,000 managed for free by visiting Wealthfront.com/exponent. Links Ben Thompson: Apple’s Good Earnings, Apple is Not a Services Company — Stratechery Daily Update Paul Carsten: China Smartphone Glory Days Are Over as Apple, Xiaomi Face Tough Times — Reuters Ben Thompson: How Facebook Squashed Twitter — Stratechery Ben Thompson: Twitter Follow-up — Stratechery Daily Update Ben Thompson: Twitter’s Marketing Problem — Stratechery James Allworth and Ben Thompson: Check Facebook Time — … Continue reading Episode 065 — Competing Against Non-Consumption
Jan 29, 2016
Episode 064 — Disrupting Trump
1:15:19
Ben and James discuss the Donald Trump and inequality, then FANG, Aggregation Theory, and Disruption. This episode is sponsored by Wealthfront. See recommended portfolios and get up to $15,000 managed for free by visiting Wealthfront.com/exponent. Links Michael Brendan: How an Obscure Adviser to Pat Buchanan Predicted the Wild Trump Campaign in 1996 — The Week John Gruber and Phil Schiller: Live From WWDC 2015, with Special Guest Phil Schiller — The Talk Show Ben Thompson: The FANG Playbook — Stratechery Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery Ben Thompson: Netflix Goes Global — Stratechery Daily Update … Continue reading Episode 064 — Disrupting Trump
Jan 22, 2016
Episode 063 — Driving Into the Future
1:01:44
Ben and James discuss the future of cars and transportation. This episode is sponsored by Wealthfront. See recommended portfolios and get up to $15,000 managed for free by visiting Wealthfront.com/Exponent. Links Ben Thompson: Cars and the Future — Stratechery Ben Thompson: Car Follow-up, The Apple Car, Uber’s Financials — Stratechery Daily Update Ben Thompson: Why Uber Fights — Stratechery Lee Gomes: Driving in Circles — Slate Melena Ryzik: How Uber Is Changing Night Life in Los Angeles — The New York Times Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback … Continue reading Episode 063 — Driving Into the Future
Jan 15, 2016
Episode 062 — Give Some to Get Some
1:09:37
Ben and James discuss Paul Graham’s essay on inequality and the politics of technology. This episode is sponsored by Wealthfront. See recommended portfolios and get up to $15,000 managed for free by visiting Wealthfront.com/Exponent. Links Ben Thompson: A Politics for Technology — Stratechery Paul Graham: Economic Inequality — Stratechery Ezra Klein: A Top Venture Capitalist Thinks Startups are Causing Inequality. He’s Wrong. — Vox Noam Scheiber and Patricia Cohen: For the Wealthiest, a Private Tax System That Saves Them Billions — The New York Times Gregory Ferenstein: The Unusual Politics of Silicon Valley, Explained — Vox Hosts Ben Thompson, @benthompson, … Continue reading Episode 062 — Give Some to Get Some
Jan 08, 2016
Episode 061 — OpenAI and Strategy Credits
1:11:14
Ben and James discuss OpenAI’s new mission and what it says about capitalism. Or is it just a strategy credit that we are reading too much into? This episode is sponsored by Wealthfront. See recommended portfolios and get up to $15,000 managed for free by visiting Wealthfront.com/Exponent. Links Ben Thompson: “Yep, broken.” — Twitter James Allworth: Is OpenAI Solving the Wrong Problem? — Harvard Busines Review Introducing OpenAI — OpenAI Steven Levy: How Elon Musk and Y Combinator Plan to Stop Computers From Taking Over — Backchannel Ben Thompson: OpenAI, Artificial Intelligence and Data, Data and Recruiting — Stratechery Daily … Continue reading Episode 061 — OpenAI and Strategy Credits
Dec 18, 2015
Episode 060 — Beyond Disruption
1:05:12
Ben and James discuss when disruption theory is useful — and when it isn’t. Note: We apologize for some mic fuzz issues on this podcast. This episode is sponsored by Wealthfront. See recommended portfolios and get up to $15,000 managed for free by visiting Wealthfront.com/Exponent. Links Clayton Christensen: What is Disruptive Innovation? — Harvard Business Review Ben Thompson: Beyond Disruption — Stratechery Ben Thompson: Obsoletive — Stratechery Ben Thompson: What Clayton Christensen Got Wrong — Stratechery Ben Thompson: Tesla and Beyond Disruption — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed … Continue reading Episode 060 — Beyond Disruption
Dec 04, 2015
Episode 059 — Fashion in PC Gaming
1:07:48
Ben and James discuss PC Gaming and the fascinating way in which it monetizes, leading to a wide-ranging discussion about how business has changed because of the Internet. This episode is sponsored by Wealthfront. See recommended portfolios and get up to $15,000 managed for free by visiting Wealthfront.com/Exponent. Links Chris Dixon: Lessons From the PC Video Game Industry — Medium Jared Sinclar: Saving the iPad — JaredSinclair.com Ben Thompson: Grantland and the (Surprising) Future of Publishing — Stratechery Ben Thompson: TensorFlow and Monetizing Intellectual Property — Stratechery Justin Williams: The Chicken or the iPad Pro — Medium Ben Thompson: Games … Continue reading Episode 059 — Fashion in PC Gaming
Nov 20, 2015
Episode 058 — The Attention Market
1:10:37
Ben and James touch on Twitter’s new “Like” button before diving into what might be a new model for publishing. Then, a discussion of bundle economics and Stratechery’s future. Buckle up! This episode is sponsored by Wealthfront. See recommended portfolios and get up to $15,000 managed for free by visiting Wealthfront.com/Exponent. Links Ben Thompson: Grantland and the (Surprising) Future of Publishing — Stratechery Todd VanDerWerff: 2015 Is the Year the Old Internet Finally Died — Vox Episode 012: The Internet Rainforest — Exponent Chris Dixon: How Bundling Benefits Sellers and Buyers — cdixon blog Ben Thompson: Ballmer’s Bad Bundle Economics … Continue reading Episode 058 — The Attention Market
Nov 06, 2015
Episode 057 — The User Experience
1:13:03
Ben and James discuss the importance of the user experience in not only avoiding disruption but also in building dominant companies. It’s a key component of Aggregation Theory This episode is sponsored by Wealthfront. See recommended portfolios and get up to $15,000 managed for free by visiting Wealthfront.com/Exponent. Links James Allworth: Measure What Matters — Exponent Ben Thompson: Airbnb and the Internet Revolution — Stratechery Ben Thompson: Why Uber Fights — Stratechery Ben Thompson: Stop Doubting the iPhone — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Sponsorship Inquiry
Oct 30, 2015
Episode 056 — YouTube Red
53:31
Ben and James try to make sense of YouTube Red. Plus, why is Amazon responding to The New York Times now? This episode is sponsored by Wealthfront. See recommended portfolios and get up to $15,000 managed for free by visiting Wealthfront.com/Exponent. Links Ben Thompson: YouTube Red — Stratechery Daily Update Ben Thompson: In Defense of The New York Times — Stratechery Jay Carney: What The New York Times Didn’t Tell You — Medium Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Sponsorship Inquiry
Oct 23, 2015
Episode 055 — AWS and Venture Capital
55:47
Ben and James discuss how cloud services have set the stage for fundamental changes in venture capital, just as they have in the enterprise. This episode is sponsored by Wealthfront. See recommended portfolios and get up to $15,000 managed for free by visiting Wealthfront.com/Exponent. Links Ben Thompson: Venture Capital and the Internet’s Impact — Stratechery Ben Thompson: Unicorns — Stratechery In Aggregate — Exponent Episode 049 Chris Dixon: The Babe Ruth Effect in Venture Capital — CDixon Blog Ben Thompson: Dell to Buy EMC, Enterprise Disruption, Dell’s Logic — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, … Continue reading Episode 055 — AWS and Venture Capital
Oct 16, 2015
Episode 054 — Check Facebook Time
1:04:19
NOTE: James’ mic developed a bad connection half-way through the podcast. We apologize for the audio fuzz. Ben and James make clear that they know pollution causes death, then discuss the future of brand advertising. Then, a rather strident debate as to whether radical ideas will have a home in the future. This episode is sponsored by Zendesk. Make your customer service seem like magic by building it directly into your apps, websites and products with Zendesk Embeddables. Links Margo Sanger-Katz and John Schwartz: How Many Deaths Did Volkswagen’s Deception Cause in the U.S.? — The New York Times Ben … Continue reading Episode 054 — Check Facebook Time
Oct 05, 2015
Episode 053 — Connect the Dots
1:09:08
We start with Volkswagen, then mortgages, then Ben’s time in Taiwan, and finally end with a critique of the Apple Watch. It all makes sense in the end. Hopefully. This episode is sponsored by Zendesk. Make your customer service seem like magic by building it directly into your apps, websites and products with Zendesk Embeddables. Links Adam Lashinsky: How Apple Words — Fortune Lauren Martin: If You Have Savings in Your 20s, You’re Doing Something Wrong — Elite Daily Steve Jobs: Stanford Commencement Speech — Stanford News Rita McGrath: The End of Competitive Advantage — Amazon Ben Thompson: Apple Watch: … Continue reading Episode 053 — Connect the Dots
Sep 27, 2015
Episode 052 — All About Ads
1:01:33
Ben and James briefly discuss ad-blockers, then admit it’s an academic debate and move on to the business of advertising and the far more profound shifts that are caused on the Internet and by new places on the Internet. Note: This podcast references Marco Arment’s Peace application, but was recorded before Marco pulled the app. Please see the relevant links below. This episode is sponsored by Zendesk. Make your customer service seem like magic by building it directly into your apps, websites and products with Zendesk Embeddables. Links James Allworth and Ben Thompson: Everything Has a Price — Exponent Marco … Continue reading Episode 052 — All About Ads
Sep 20, 2015
Episode 051 — Segue
1:04:36
Ben and James discuss James’ sophomore experience at Burning Man, and then turn to the iPad Pro and its paucity of quality of applications. Just how much is Apple responsible? This episode is sponsored by Zendesk. Make your customer service seem like magic by building it directly into your apps, websites and products with Zendesk Embeddables. Links Exponent Episode 016 — Naked People Ben Thompson: From Products to Platforms — Stratechery Emanuel Sa: We Need Sketch for the iPad Pro — Designer News Ben Thompson: App Store Policy Follow-up, The iPad Pro, The iPad Pro Accessories — Stratechery Ben Thompson: … Continue reading Episode 051 — Segue
Sep 13, 2015
Episode 050 — The Amazon of Podcasts
57:34
Ben and James discuss the New York Times exposé on Amazon’s work practices at its Seattle headquarters. What exactly was the story about, what questions are raised by it, and more importantly, what are the right answers for not just Amazon but society as a whole? This episode is sponsored by Zendesk. Make your customer service seem like magic by building it directly into your apps, websites and products with Zendesk Embeddables. Links Exponent Episode 016 — Naked People Jodi Kantor and David Streitfeld: Inside Amazon: Wrestling Big Ideas in a Bruising Workplace — The New York Times Julia Cheiffetz: … Continue reading Episode 050 — The Amazon of Podcasts
Sep 06, 2015
Episode 049 — In Aggregate
56:18
Ben and James discuss the decision by the California Labor Commission that at least one Uber driver is an employee: will this affect the company’s valuation? More broadly, is this a good or a bad thing for society, and why is it that people blame Uber for societal shortcomings? Then, more on the alleged bubble, unicorn valuation, and how the next couple of years might play out. In addition, Exponent will be on hiatus for the next two months. We may have an episode or two (and will likely repost some “greatest hits”), and will be back to a weekly … Continue reading Episode 049 — In Aggregate
Jun 20, 2015
Episode 048 — An Exhausting Week
1:00:50
In this week’s episode, Ben and James discuss Dick Costolo stepping down as CEO of Twitter, Apple’s seeming war on Google, and the concerning launch of Apple Music. Links Ben Thompson: Dick Costolo Out as Twitter CEO, Costolo’s Key Shortcoming, Twitter’s Next CEO — Stratechery Daily Update (members-only) Ben Thompson: Twitter Needs New Leadership — Stratechery Chris Sacca: What Twitter Can Ben — Lowercase Capital Mary Meeker: Internet Trends 2015 (Slide 47) — KPCB Ben Thompson: Apple Enables Ad-Blockers — Stratechery Daily Update (members-only) Ben Thompson: Apple Music and Apple’s Focus — Stratechery Charlie Warzel: Apple’s Junk Drawer Problem — … Continue reading Episode 048 — An Exhausting Week
Jun 13, 2015
Episode 047 — Apple, Google, and Privacy
1:09:26
In this week’s episode, Ben and James briefly discuss Jony Ive’s promotion, the future of Apple, Google I/O, and Tim Cook’s speech on privacy. Links Ben Thompson: The Apple Car and Jony Ive — Stratechery Daily Update Ben Thompson: Google IO: Android and Serving the World; Photos, Google Now, and the World’s Information; Google’s Turning Point — Stratechery Daily Update Ben Thompson: The Funnel Framework — Stratechery Matthew Panzarino: Apple’s Tim Cook Delivers Blistering Speech On Encryption, Privacy — TechCrunch Ben Thompson: Tim Cook’s Unfair and Unrealistic Privacy Speech, Strategy Credits, The Privacy Priority Problem — Stratechery Daily Update Ben … Continue reading Episode 047 — Apple, Google, and Privacy
Jun 06, 2015
Episode 046 — Everything Has a Price
1:07:51
In this week’s episode, Ben and James discuss ad-blockers, both personal ones and the rumored carrier-implemented one, as well as Internet.org and the moral quandary that is the Internet. Links Ben Thompson: Carriers to Implement Ad-Blocking — Stratechery Daily Update (members-only) Laura McGann: How Ars Technica’s “experiment” with ad-blocking readers built on its community’s affection for the site — Nieman Lab Ben Thompson: Open Source Apps — Stratechery Ben Thompson: The Changing — and Unchanging — Structure of TV — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Stratechery … Continue reading Episode 046 — Everything Has a Price
May 22, 2015
Episode 045 — It’s a Watch that Does Stuff
1:11:53
In this week’s episode, Ben finally has an Apple Watch: James has lots of questions about it. (And yes, we should have talked about Google Now.) Links Horace Dediu: The Battle for The Wrist — Asymco Ben Thompson: Mobile Makes Facebook Just an App; That’s Great News – Stratechery Ben Thompson: Why Now for Apple Watch – Stratechery John Gruber: Watch, Apple Watch – Daring Fireball Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
May 15, 2015
Episode 044 — Up in the Clouds with Twitter
1:07:01
In this week’s episode Ben and James discuss why Twitter needs new leadership, its massive potential, and why Google probably should acquire it Links Ben Thompson: Twitter Needs New Leadership – Stratechery Ben Thompson: Twitter’s Marketing Problem – Stratechery Ben Thompson: Facebook and the Feed – Stratechery Ev Williams: Sometimes Things Stay Stuck – Medium Ben Thompson: Twitter Acquires MoPub – Stratechery Ben Thompson: Peak Google – Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
Apr 30, 2015
Episode 043 – Project Fi and Facebook’s Feed
1:01:00
In this week’s episode Ben and James discuss the prospects for Google’s Project Fi as well as Facebook’s decision to change their News Feed algorithm Links Project Fi – Google Ben Thompson: Google Launches Project Fi – Stratechery Daily Update (members-only) How Google’s Project Fi pricing stacks up to the competition – Ars Technica Ben Thompson: Google to Become MVNO? – Stratechery Daily Update Google Fiber plans expansion, then TWC makes speeds six times faster – Ars Technica Ben Thompson: Facebook and the Feed – Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed … Continue reading Episode 043 – Project Fi and Facebook’s Feed
Apr 24, 2015
Episode 042 — Monopolizing Your Ears
1:05:18
In this week’s episode Ben and James thank John Siracusa then dive into the EU’s antitrust investigation of Google and discuss whether or not antitrust is more or less important in technology. Links John Siracusa: OS X Reviewed – Hypercritical John Siracusa: OS X 10.10 Yosemite Review Conclusion – Ars Technica Ben Thompson: Growing Apple at WWDC – Stratechery Danny Sullivan: Analyzing the EU’s Antitrust Charges Against Google Over Shopping Search – Search Engine Land Chris Dixon: Proprietary Services vs Open Protocols – Medium Ev Williams: Sometimes Things Stay Stuck – Medium Exponent Episode 005: The World Has Changed – … Continue reading Episode 042 — Monopolizing Your Ears
Apr 17, 2015
Episode 041 – Bubbles
59:27
In this week’s episode Ben and James discuss whether or not there is a bubble, as well as a bit on the Apple Watch. Please note this was recorded before the Apple Watch reviews were released. Links Ben Thompson: It’s Not 1999 – Stratechery The Unicorn List – Fortune Ben Thompson: The Multitudes of Social – Stratechery Bill Gurley: Investors Beware: Today’s $100M+ Late-stage Private Rounds Are Very Different from an IPO – Above the Crowd Turd on the Front Porch – The Talk Show Ben Thompson: Apple Watch’s Bad Messaging – Stratechery (members-only) David Pierce: iPhone Killer: The Secret … Continue reading Episode 041 – Bubbles
Apr 10, 2015
Episode 040 – BuzzFeed and Amazon
1:07:47
In this week’s episode Ben and James discuss BuzzFeed in the context of the Brother Orange story, then talk about Amazon’s Dash Button and Home Services initiative, along with a dive into the technical details of Amazon’s balance sheet (sorry, it’s a bit dry) and why Ben is nervous. Links Matt Stopera: I Followed My Stolen iPhone Across The World, Became A Celebrity In China, And Found A Friend For Life – BuzzFeed Ben Thompson: Why BuzzFeed is the Most Important News Organization in the World – Stratechery Matt Stopera: Who Is This Man And Why Are His Photos Showing Up … Continue reading Episode 040 – BuzzFeed and Amazon
Apr 03, 2015
Episode 039 – Lando Calrissian Publishers
1:05:13
In this week’s episode Ben and James follow up on last week’s episode, introduce the Toilet Bowl philosophy of career development, and then dive into the future of publishers in the world of Facebook. Due to some technical issues there is a rather abrupt stop at the end – sorry about that! Links Ben Thompson: The Facebook Reckoning – Stratechery How Vox.com Approaches Publishing on Facebook – Vox Marketing Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
Mar 27, 2015
Episode 038 – Feeds and Speeds for Life
1:13:12
In this week’s episode Ben and James discuss why California is unique, diversity and inequality, James’ work on “How Will You Measure Your Life”, making decisions, and whether or not business school was worth it for us. Links Clayton Christensen, James Allworth, Karen Dillon: How Will You Measure Your Life – Website, Amazon Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
Mar 20, 2015
Episode 037 – Apple Watch, Take Two
1:15:04
In this week’s episode Ben and James discuss the recent Apple Event, including the MacBook and Apple Watch Links Ben Thompson: Mobile First – Stratechery Ben Thompson: “Geeks are not just unqualified to explain the new MacBook, they’re anti-qualified” – Twitter Ben Thompson: How Apple Will Make the Wearable Market – Stratechery Matthew Panzarino: The Apple Watch is Time, Saved – TechCrunch “Really” Windows Phone commercial – YouTube David Platt: Apple iPhone Debut to Flop, Product to Crash in Flames – Suckbusters Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
Mar 14, 2015
Episode 036 – Tradeoffs
1:14:03
In this week’s episode Ben and James discuss tradeoffs in the context of net neutrality, AT&T’s new gigabit service, and Lenovo’s Superfish debacle Note: when talking about the history of cable, Ben kept saying “companies” instead of “communities.” Sorry for the confusion! Links Ben Thompson: Netflix and Net Neutrality – Stratechery Ben Thompson: Net Neutrality! (analyzing the current proposal) – Stratechery (members-only) This Week in Tech: Superfishy – Twit.TV Ben Thompson: Lenovo’s Superfish Debacle, AT&T Prices Privacy – Stratechery (members-only) Jon Matonis: Silent Circle And Vertu Partner On $10,000 Phone – Forbes Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard … Continue reading Episode 036 – Tradeoffs
Feb 27, 2015
Episode 035 – Fascinating
1:16:46
We apologize for the late delivery of this podcast! In this week’s episode Ben and James discuss why Apple is so fascinating, why the Mac lost to Windows, debate whether or not Google should have open-sourced Android, and discussed the implications of Apple’s new market – your entire life Also, please note that there will no episode later this week due to Chinese New Year. Links John Gruber: Dazzling Results – Daring Fireball Ben Thompson: Apple’s New Market – Stratechery Rita McGrath: The End of Competitive Advantage – Kindle Ben Thompson: The Uncanny Valley of a Functional Organization – Stratechery … Continue reading Episode 035 – Fascinating
Feb 16, 2015
Episode 034 – The Story of Stratechery
1:28:11
This is the story of Stratechery, presented with much sheepishness on Ben’s part. How Ben thought about the market, his business model, and more. We apologize that this is a little long and perhaps a bit choppy. It’s hard to talk about us! Links Andrew Sullivan: A Note to my Readers – The Dish Ezra Klein: What Andrew Sullivan’s Exit Says About the Future of Blogging – Vox Ben Thompson: Blogging’s Bright Future – Stratechery Ben Thompson: Dear Zoë Keating: Tell YouTube to Take a Hike – Stratechery Taylor Swift: For Taylor Swift, the Future of Music is a Love … Continue reading Episode 034 – The Story of Stratechery
Feb 06, 2015
Episode 033 – Apple Fans and the Future
1:01:21
We discuss Apple’s recent results, why analysts get Apple wrong, the fraught nature of fans, epistemic closure, and whether the iPhone can continue to grow. Links Ben Thompson: Bad Assumptions – Stratechery Ben Thompson: Apple the Black Swan – Stratechery Ben Thompson: Best – Stratechery Ben Thompson: Smartphone Truths and Samsung’s Inevitable Decline – Stratechery James Allworth: Who Cares if Samsung Copied Apple? – Harvard Business Review (note: due to a website redesign the comments have been lost) Marco Arment: Apple Has Lost the Functional High Ground – Marco.org Marco Arment: What It’s Like to be too Popular for a … Continue reading Episode 033 – Apple Fans and the Future
Jan 30, 2015
Episode 032 – Follow-up and Frustration (Updated)
1:07:04
Note: I originally uploaded the wrong file. The correct file is 1:07 long, not 1:17. I am reposting this as many podcast clients download the file immediately. We briefly follow-up on last week’s copyright discussion, discuss Ben’s article on what the technology adoption curve gets wrong about Apple and Xiaomi, and then react to Microsoft’s Windows 10 (and Project HoloLens) presentation Links Stratechery Forum Discussion about Episode 30: Flabbergasted – Stratechery Forums (members-only) Ben Thompson: The End of Trickle-Down Technology – Stratechery Ben Thompson: Part 1 of an Interview with Xiaomi VP of International Hugo Barra on India and Xiaomi’s … Continue reading Episode 032 – Follow-up and Frustration (Updated)
Jan 23, 2015
Episode 031 – Flabbergasted
1:17:39
James thinks the idea of copyright is outdated and should be abolished. Ben is, well, see the title. Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
Jan 16, 2015
Episode 030 – Xiaomi
57:53
Ben and James discuss Xiaomi’s ambition to own the home, why we’re frustrated with patents, why the West is unfair to the developing world, and what makes China unique. Links Jordan Lewis: Exponent Bingo – Twitter Ben Thompson: Xiaomi’s Ambition – Stratechery Ben Thompson: Handicapping the Internet of Things – Stratechery When Charles Dickens fell out with America – BBC To Live (The film about the Cultural Revolution) – Wikipedia Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
Jan 09, 2015
Episode 029 – Drones
1:09:08
Ben and James discuss the problems with drones, how they could be used for terrorism, and how you balance upside and downside. Links Felix Salmon: Whither Nanopublishing? – Medium James Allworth: Thinking Twice About Drones – Stratechery (Members-only) FBI: Man plotted to fly drone-like toy planes with bombs into school – CBS News Warthox with Warpquad the fastest Quadrocopter in the Universe – YouTube Mark Manson: Five Lessons from Five Years of Traveling the World – MarkManson.net Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
Dec 19, 2014
Episode 028: Squirrel!
1:13:22
Ben and James discuss the recent App Store controversy and how a person – or company’s – greatest strength is also their greatest weakness. Plus a special 2nd recording about the Harvard business school professor and the Chinese restaurant. Links Cabel Sasser: Transmit iOS 1.1.1 [Updated] – Panic blog Greg Gardner: Launcher Followup and Thoughts on the App Store Review System – Cromulent Labs Ben Thompson: App Store Anguish, Old Apple’s Last Stand, Time for a Change? – Stratechery (members-only) Ben Thompson: Why Doesn’t Apple Enable Sustainable Businesses on the App Store? – Stratechery Ben Thompson: The Diminished iPad – Stratechery … Continue reading Episode 028: Squirrel!
Dec 12, 2014
Episode 027 – Regulation, Stagnation, and Culture
58:38
Ben and James follow up on last week’s Uber discussion, talk about the problem with regulation, and worry about stagnation and the different cultures of Europe, America, and Asia. Links Nicole Campbell: What Was Said at the Uber Dinner – Huffington Post Lane Wood: Here Ego Again – Medium Chase Madar: Why It’s Impossible to Indict a Cop – Nation Peter Sterne: Jack Schafer on Losing his Job and the State of Things – Capital New York Ben Thompson: Why Uber Fights – Stratechery Zenefits Faces Shutdown In Utah For Giving Its Cloud-Based HR Software Away For Free – Techcrunch … Continue reading Episode 027 – Regulation, Stagnation, and Culture
Dec 05, 2014
Episode 026: GROW GROW GROW FIGHT FIGHT FIGHT
1:12:18
Ben and James briefly discuss Ben’s belief in the Internet opportunity for content creators, and then dive in to the recent Uber controversy. Links Publishers and the Smiling Curve: Ben Thompson – Stratechery Differentiation and Value Capture in the Internet Age: Ben Thompson – Stratechery The Internet Rainforest – Exponent Ang Lee and the Uncertainty of Success – Jeff Lin The Uber Problem – Stratechery Daily Update (members only) Uber and the Tyson Zone – Stratechery Daily Update (members only) Look How Uber’s Investors Have Also Funded Some Of Its Biggest Critics – Forbes Hosts Ben Thompson, @monkbent, Stratechery James … Continue reading Episode 026: GROW GROW GROW FIGHT FIGHT FIGHT
Nov 21, 2014
Episode 025: Twitter and Taylor
1:18:03
Ben and James discuss Twitter and its strategic options, as well as YouTube’s new music service, Taylor Swift and Spotify, plus the special return of the garbage truck song. Links Twitter Sharpens Its Strategy to Win Over Investors – Wall Street Journal Ben Thompson: There are Two Twitters; Only One is Worth Investing In – Stratechery Ben Thompson: Twitter’s Marketing Problem – Stratechery Daniel Ek: $2 Billion and Counting – Spotify Taylor Swift: For Taylor Swift, the Future of Music Is a Love Story – Wall Street Journal Ben Thompson: What Taylor Swift Gets Right – Stratechery (members-only) Hosts Ben … Continue reading Episode 025: Twitter and Taylor
Nov 14, 2014
Episode 024: A Celebratory Goblet of Champagne
1:26:29
The idea for Exponent was hatched when Ben and James were arguing about Ben’s article What Clayton Christensen Got Wrong a year ago. In this episode, we finally reach a resolution to the question about how Apple escapes disruption. Plus, whether or not Xiaomi is a threat to Apple, personal development philosophies, and more (sorry, we went a bit long…) Links Ben Thompson: How Apple Creates Leverage, and the Future of Apple Pay – Stratechery John Siracusa: OS X 10.10 Yosemite: The Ars Technica Review (Conclusion) – ArsTechnica Ben Thompson: What Clayton Christensen Got Wrong – Stratechery Ben Thompson: Growing … Continue reading Episode 024: A Celebratory Goblet of Champagne
Nov 07, 2014
Episode 023: Apple Pay
1:10:07
In this week’s episode Ben and James discuss Apple Pay and its impact on retailers and banks. Links Glenn Fleishman: A Week of Apple Pay: Chips, PINs, and…signatures? – Six Colors Ben Thompson: The Problem with Payments – Stratechery Ben Thompson: Why Apple Pay was Blocked, Why Apple Pay Will Succeed – Stratechery Josh Constine: CurrentC is the Big Retailers’ Clunky Attempt to Kill Apple Pay and Credit Card Fees – TechCrunch Charles Duhigg: How Companies Learn Your Secrets – New York Times Ben Thompson: Publishers and the Smiling Curve – Stratechery Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, … Continue reading Episode 023: Apple Pay
Oct 31, 2014
Episode 022: Peak Google, Monologue Edition
59:36
In this week’s episode Ben and James discuss Ben’s article “Peak Google” and the future of advertising. Links Ben Thompson: Peak Google – Stratechery Benedict Evans: The Irrelevance of Microsoft – Ben-Evans.com Peter Kriss: The Value of Customer Experience, Quantified – Harvard Business Review Ben Thompson: Mobile Makes Facebook Just an App; That’s Great News – Stratechery Ben Thompson: I Love the Blackberry Passport (on Generic Strategies) – Stratechery (members-only) Ben Thompson: The Cord-Cutting Fantasy – Stratechery Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
Oct 24, 2014
Episode 021: Gamergate of Thrones
79:17
In this week’s episode Ben and James discuss why Ben thinks the Internet is totally overreacting to HBO’s announcement that they will sell subscriptions directly to customers, and then delve into what might be the underlying motivations behind Gamergate. Links Ben Thompson: The Cord-Cutting Fantasy – Stratechery Ben Thompson: Why TV Has Resisted Disruption – Stratechery Ben Thompson: The Jobs TV Does – Stratechery Kyle Wagner: The Future of the Culture Wars is Here, and It’s Gamergate – Deadspin Paul Graham: Before the Startup – PaulGraham.com Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed … Continue reading Episode 021: Gamergate of Thrones
Oct 17, 2014
Episode 020: I Want You to be Wrong
68:45
In this week’s episode Ben and James discuss the problems with Ello’s business model, James’ discomfort with Facebook, and why Social Networks always have ads. We also talk about incentives and something surprising Ben learned from the notorious Episode 18. Links Ben Thompson: Ello and Consumer Friendly Business Models – Stratechery Ben Thompson: Facebook Launches Atlas – Stratechery (members-only) Ben Thompson: Friction – Stratechery Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
Oct 03, 2014
Episode 019: Me, Myself, and Minecraft
55:33
In this week’s episode Ben and James reflect about last week’s episode and the personal feedback that resulted, then move on to discuss why Minecraft is a big deal as well as a bit about Apple’s new focus on privacy. Links Ben Thompson: Why Now For Apple Watch – Stratechery Ben Thompson: Microsoft’s Good (and Potentially Great) Minecraft Acquisition – Stratechery Ben Thompson: American Girl, Minecraft, and the Next Generation of Builders – Stratechery (members-only) Ben Thompson: Apple Takes Aim at Google – Stratechery (members-only) Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes … Continue reading Episode 019: Me, Myself, and Minecraft
Sep 26, 2014
Episode 018: Agree to Disagree
84:17
In this week’s episode Ben explains why he has changed his mind about Apple Watch. James is not convinced. We go on for a while. Links Ben Thompson: What I Got Wrong About Apple Watch – Stratechery John Gruber: Apple Watch: Initial Thoughts and Observations – Daring Fireball Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
Sep 19, 2014
Episode 017: Let’s End it There (Updated)
69:16
In this week’s episode we follow-up on Episode 15’s console discussion, and then dive into the Apple Watch introduction. We cover why we were disappointed in the presentation, and discuss the luxury market in Asia and why the Edition will cost thousands of dollars. And then we go back for seconds. And thirds. (Note: This is an updated version that removes a gap present in the previous version) Links Ben Thompson: Gaming and New Market Disruption – Stratechery Ben Thompson: Friction – Stratechery Ben Thompson: Apple Watch: Asking Why and Saying No – Stratechery Ben Thompson: Whither Liberal Arts? – … Continue reading Episode 017: Let’s End it There (Updated)
Sep 12, 2014
Episode 017: Let’s End it There
70:01
In this week’s episode we follow-up on Episode 15’s console discussion, and then dive into the Apple Watch introduction. We cover why we were disappointed in the presentation, and discuss the luxury market in Asia and why the Edition will cost thousands of dollars. And then we go back for seconds. And thirds. (Note: There is a gap at around the 12:30 mark due to an editing error. We apologize) Links Ben Thompson: Gaming and New Market Disruption – Stratechery Ben Thompson: Friction – Stratechery Ben Thompson: Apple Watch: Asking Why and Saying No – Stratechery Ben Thompson: Whither Liberal … Continue reading Episode 017: Let’s End it There
Sep 12, 2014
Episode 016: Naked People
70:36
In this week’s episode we discuss James’ first ever trip to Burning Man, ugliness in modern culture and on the Internet, the new divide in politics, and ultimately why we have hope for the future. Links Grover Norquist: My First Burning Man: Confessions of a Conservative from Washington – The Guardian Devin Faraci: Why I Feel Bad For – And Understand – The Angry #GamerGate Gamers – Badass Digest Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
Sep 05, 2014
Episode 015: Consoles and Disruption
60:39
In this week’s episode we discuss whether or not consoles will be disrupted. This episode was recorded a week ago (immediately after last week’s episode), before Ben wrote his pieces Games and Good Enough and Games and New Market Disruption. Links Ben Thompson: How Apple TV Might Disrupt Microsoft and Sony – Stratechery Ben Thompson: Games and Good Enough – Stratechery Ben Thompson: What Clayton Christensen Got Wrong – Stratechery Ben Thompson: Gaming and New Market Disruption – Stratechery Medallia Receives $50M in New Funding to Meet Growing Market Demand for Software that Makes Companies More Customer Centric – Medallia … Continue reading Episode 015: Consoles and Disruption
Aug 29, 2014
Episode 014: The Rise of the Algorithm
63:23
In this week’s episode we spend a good bit of time revisiting the native ads discussion, then dive into the different ways that Twitter and Facebook have handled the news this week. From there we discuss Twitter’s timeline changes, the realities of venture capital, and whether or not our entire economic system will survive the automation revolution. Yes, it gets deep quickly! Links Ben Thompson: Print, Chinese Walls, and “Objective” Journalism – Stratechery (members only) Clay Shirky: Last Call – Medium Jay Rosen: When Quoting Both Sides and Leaving it There is the Riskier Call – PressThink Hamilton Nolan: Time … Continue reading Episode 014: The Rise of the Algorithm
Aug 22, 2014
Episode 013: BuzzFeed and Native Advertising
59:01
In this week’s episode we discuss feedback about Ben’s Android criticism, then dive into Andreessen Horowitz’s $50 million investment into BuzzFeed. Is there a real business here? We also discuss native advertising: Ben is quite a bit more optimistic than James. Links Ben Thompson: Is BuzzFeed a Technology Company? – Stratechery Chris Dixon: BuzzFeed – Chris Dixon’s Blog Marc Andreessen: Introducing our new venture capital firm Andreessen Horowitz – Blog Pmarca Ben Casselman: Corporate America Hasn’t Been Disrupted – 538 Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
Aug 14, 2014
Episode 012: The Internet Rainforest
63:45
In this week’s episode we discuss how the Internet is enabling not only big winners, but also small, focused niche players, and why that’s exciting. We also discuss the impact this transition will have on society, follow up on last week’s integrated/modular discussion, and in a special “After Dark” segment briefly discuss Ben’s recent experience with Android and theorize that the Android/iOS are at equilibrium. Links Ben Thompson: Daily Update: Micromax Wins on Local Taste – Stratechery (members-only) Rohin Dharmakumar: Can Micromax Become India’s Leading Smartphone Maker? – Forbes India Ben Thompson: How Technology is Changing the World (P&G Edition) … Continue reading Episode 012: The Internet Rainforest
Aug 07, 2014
Episode 011: Red Pill or Blue Pill?
56:30
In this episode we discuss this tweet of Ben’s: Apple has a monopoly on the iOS market. And monopolies are profitable. — Ben Thompson (@monkbent) July 25, 2014 We also discuss the news that OKCupid and Facebook are running tests on their users. Links Fabian Giesen: What I mean when I say “I think VR is bad news” – Github Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes Twitter Feedback
Aug 02, 2014
Episode 010: Clap on Three
44:09
In this episode we discuss feedback about Uber and pricing, then discuss Ben’s recent articles on Microsoft and Apple/IBM. Ben Thompson: It’s Time to Split Up Microsoft – Stratechery Ben Thompson: Big Blue and Apple’s Soul – Stratechery (Note: We recorded this show before this piece was written) We had some technical difficulties while recording this show, so we apologize in advance if there are any issues. Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes Twitter Feedback
Jul 25, 2014
Episode 009: The Societal Perspective
56:43
In this episode we first defend surge pricing before continuing our debate from last week: is society better off when corporations try to innovate, or would we be better off if we left the innovation to startups? Your answer to this question may change your opinion of Silicon Valley. Nick Kokonas: Tickets for Restaurants – Alinea Restaurant James Allworth: Heavy Rain and Black Cars – Medium Note: In the podcast Ben talks about owning a lot of Microsoft stock; to be clear that was while he was an employee. As a matter of policy he does not hold any individual … Continue reading Episode 009: The Societal Perspective
Jul 11, 2014
Episode 008: Debating Disruption
61:40
In this episode we take on the validity of Disruption Theory in three parts: A discussion of Jill Lepore’s New Yorker article attacking disruption, as well as the debate that surrounded the article Ben’s article from last fall “What Clayton Christensen Got Wrong” A deeper discussion about whether or not managers can really do anything about true disruption, and whether or not they should even try The quote referenced at the ending from Jill Lepore’s article on political polarization is as follows: “But intellectuals, as Bruno Latour once pointed out, are nearly always one critique too late: “entire Ph.D. programs … Continue reading Episode 008: Debating Disruption
Jun 25, 2014
Episode 007: “Growing Up” v “Hungry and Foolish”
56:05
There’s a bit of a consensus building post WWDC: Apple has grown up, and it’s great. But is it great? Is it possible that something essential has been lost? After all, a lot of the praise being heaped on Apple and Tim Cook was once used for another company – Microsoft. In this episode we examine what it is that makes Apple unique, and why things might turn out different this time – and why they might not. In addition, we discuss the end of privacy and what might be done about it. Also! We would love it if you … Continue reading Episode 007: “Growing Up” v “Hungry and Foolish”
Jun 20, 2014
Episode 006: Product versus Profit
1:05:01
In this episode we discuss why James was less excited by WWDC than was Ben, why the Beats acquisition may actually be a textbook response to the Innovator’s Dilemma, whether Apple has every truly faced disruption, as well as James’ review of Michael Lewis’ Flash Boys Links Ben Thompson: Growing Apple at WWDC – Stratechery James Allworth: Steve Jobs Solved the Innovator’s Dilemma – Harvard Business Review Max Wessel and Clay Christensen: Surviving Disruption – Harvard Business Review James Allworth: High Frequency Trading and Finance’s Race to Irrelevance Harvard Business Review Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard … Continue reading Episode 006: Product versus Profit
Jun 11, 2014
Episode 005: The World Has Changed
59:41
This episode surprised us; through a discussion of who is at fault in the latest series of new vs old-world spats, we realized that not only has the Internet fundamentally changed winners-and-losers, but also the very nature of economic competition and the type of regulation that is required. Topics & Links Mathew Ingram: Giants Behaving Badly – GigaOm Google v MetaFilter Matt Haughey: On the Future of MetaFilter – Medium Journalism v Facebook Mike Hudack: A Rant About the State of Media – Facebook Ben Thompson: Newspapers are Dead; Long Live Journalism – Stratechery Amazon v Publishers Ben Thompson: Publishers’ … Continue reading Episode 005: The World Has Changed
May 28, 2014
Episode 004 – Technology and Politics
62:09
Are the recent debates on net neutrality, the protests of Google buses, even SOPA a sign of things to come? Building on Ben’s article The Net Neutrality Wake-up Call Ben and James discuss the intersection of technology and politics. Why do people in technology tend to dislike politics? Is net neutrality really that important and understanding open loop unbundling The tech industry and creative destruction: is it good for society when companies go out of business? The impact of money on politics Why tech and politics are on a collision course What we can do to effect change on an … Continue reading Episode 004 – Technology and Politics
May 20, 2014
Episode 003: Valiantly Defending Jobs
62:41
This episode is all about the (alleged) Apple Beats acquisition. While it may make a certain amount of business sense, does it signify a small but significant change in Apple’s priorities, and is it a cause for concern? Topics covered include: The rationale for the acquisition The difference between making and recognizing market opportunities What makes Apple uniquely capable of building revolutionary products Apple’s previous responses when threatened in music How to think about mergers and acquisitions How to best motivate employees Links: Why Apple is Buying Beats – Ben Thompson The New M&A Playbook – Clayton Christensen One More … Continue reading Episode 003: Valiantly Defending Jobs
May 14, 2014
Episode 002: The Missing Episode
42:00
This episode was actually recorded on February 18; however, due to circumstances, we had to hibernate Exponent and the episode was never actually edited and posted. Now that the show is back – for good this time – we wanted to post the “missing episode” plenty of folks have asked us about. There are a couple of dated references, but the content is still very applicable. In this episode we talk about privilege and whether Silicon Valley is solving the right problems. It’s certainly not a new question, but has it become more pressing in the last few months? Links: … Continue reading Episode 002: The Missing Episode
May 14, 2014
Episode 001 – The Garbage Truck Song
46:49
In this, the first episode of the Exponent podcast, we talk about our background, Microsoft and disruption, and the meaning of culture. We also explore our goals for this podcast, and just a bit about Taiwanese garbage trucks. Show Notes: If Steve Ballmer Ran Apple link The Halo Effect:…and Eight Other Business Delusions that Deceive Managers link Skating Towards the Goal link Bill Gates’ Steve Jobs Moment link Friction link Note: The Internet Explorer rendering engine is called Trident, not Triton
Feb 20, 2014