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Exponent

Exponent

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

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exponent.fm

Episodes

Episode 192 ? The Australian Perspective

Ben and James discuss Australia’s Media Bargaining Code and its fall-out. Links Ben Thompson: Google Makes Deal With News Corp, Facebook Blocks News in Australia, Microsoft’s Shamelessness ? Stratechery Daily Update James Allworth: Australia’s Proposed “Fox News Tax” ? Medium Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review   Podcast Information   Feed iTunes SoundCloud Twitter Feedback
2021-02-19
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Episode 191 ? Facebook, Twitter, and Trump

Ben and James discuss whether Facebook and Twitter should de-platform President Trump. Links Ben Thompson: Tech and Trump ? Stratechery Ben Thompson: New Defaults ? Stratechery James Allworth: Prioritizing Economics is Crippling the U.S. Economy ? Medium Ben Thompson: Trump and Twitter ? Stratechery Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review   Podcast Information   Feed iTunes SoundCloud Twitter Feedback
2021-01-08
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Episode 190 ? Intel, Apple, Disruption, and Differentiation

Ben and James discuss Apple’s new chip announcement and what it means for both Apple and Intel. Links James Allworth: Intel?s Disruption is Now Complete ? Medium Ben Thompson: Apple?s Shifting Differentiation ? Stratechery Ben Thompson: The Intel Opportunity ? Stratechery Ben Thompson: Apple, ARM, and Intel ? Stratechery Ben Thompson: Chips and Geopolitics ? Stratechery Ben Thompson: Intel and the Danger of Integration ? Stratechery Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review   Podcast Information   Feed iTunes SoundCloud Twitter Feedback
2020-11-13
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Episode 189 ? Bundles

Ben and James discuss the state of bundles in 2020, including Netflix, Amazon, Disney, Microsoft, and Apple. Links Ben Thompson: 2020 Bundles ? Stratechery Ben Thompson: The Great Unbundling ? Stratechery Reed Hastings: 2018 Q4 Letter to Shareholders ? Netflix Growth At Any Cost: Top Facebook Executive Defended Data Collection In 2016 Memo ? And Warned That Facebook Could Get People Killed ? BuzzFeed News Ben Thompson: Manifestos and Monopolies ? Stratechery Ben Thompson: Facebook Lenses ? Stratechery Casey Newton: Mark in the Middle ? The Verge Ben Thompson: Losing My Amazon Religion ? Stratechery Ben Thompson: The Jobs TV … Continue reading Episode 189 ? Bundles
2020-10-06
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Episode 188 ? Big Tech, Antitrust, and Democracy

Ben and James discuss the antitrust subcommittee hearing, the problems of mixing antitrust and Aggregators, and how to think about regulation and democracy. Links Ben Thompson: Antitrust Politics ? Stratechery The New York Times: Here?s which tech C.E.O. was asked the most questions by lawmakers. ? NY Times Ben Thompson: Why Doesn?t Apple Enable Sustainable Businesses on the App Store? ? Stratechery Ben Thompson: Apple’s China Problem ? Stratechery Ben Thompson: The Antitrust Hearing, The Role of Congress, CEO Questions ? Stratechery Daily Update Ben Thompson: A Framework for Regulating Competition on the Internet ? Stratechery Ben Thompson: Ends, Means, … Continue reading Episode 188 ? Big Tech, Antitrust, and Democracy
2020-08-07
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Episode 187 ? India, TikTok, and the U.S.

Ben and James discuss the Indian internet, TikTok, and whether or not the U.S. should ban it. Links Ben Thompson: Facebook Invests in Jio Platforms, The Building of Jio, Understanding the Deal ? Stratechery Daily Update Ben Thompson: The China Cultural Clash ? Stratechery Ben Thompson: India Bans Chinese Apps, The App Store Firewall ? Stratechery Daily Update Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review   Podcast Information   Feed iTunes SoundCloud Twitter Feedback
2020-07-10
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Episode 186 ? Speech and Systems

Ben and James discuss the current protests and Facebook’s decision to not take down Trump tweets. Links Ben Thompson: Zero Trust Information ? Stratechery Ben Thompson: Dust in the Light ? Stratechery Ben Thompson: Zuckerberg?s Choice, Zuckerberg?s Power, Zuckerberg?s Conviction ? Stratechery Principle Stacks ? Exponent Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review   Podcast Information   Feed iTunes SoundCloud Twitter Feedback
2020-06-05
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Episode 185 ? Open, Free, and Spotify

Ben and James discuss Dithering, how Spotify is like Facebook, and a bit about working from home. Links Ben Thompson & John Gruber: Dithering ? Dithering Ben Thompson: Dithering and Open Versus Free ? Stratechery Ben Thompson: The Daily Update Podcast ? Stratechery Ben Thompson: Spotify’s Podcast Aggregation Play ? Stratechery Ben Thompson: America Wakes Up?, An Interview with Matt Mullenweg About Working From Homey ? Stratechery Daily Update Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review   Podcast Information   Feed iTunes SoundCloud Twitter Feedback
2020-05-15
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Episode 184 ? Good is Better than Perfect

Ben and James discuss masks and Twitter’s decision to delete tweets about COVID-19. Links Zeynep Tufekci: Why Telling People They Don?t Need Masks Backfired ? The New York Times Ben Thompson: Unmasking Twitter ? Stratechery Ben Thompson: Compaq and Coronavirus ? Stratechery Ben Thompson: Zero Trust Information ? Stratechery China?s Decision to Leave Asymptomatic Patients off Coronavirus Infection Tally Sparks Debate ? Caixin Ben Thompson: Apple’s Organizational Crossroads ? Stratechery Ben Thompson: Books and Blogs ? Stratechery Why It?s So Freaking Hard To Make A Good COVID-19 Model ? FiveThirtyEight Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard … Continue reading Episode 184 ? Good is Better than Perfect
2020-04-03
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Episode 183 ? A Search for Everything

Ben and James contrast U.S. and China’s response to the coronavirus, and the choices facing society about how to handle information. Links Ben Thompson: Apple?s Earnings, Slowing Services Growth, Apple and the Coronavirus ? Stratechery Ben Thompson: Economic Power in the Age of Abundance ? Stratechery Ben Thompson: The Corona Virus Whistleblowers; NBA Salary Cap Decreases; Apple, Benefits, and Risks ? Stratechery Ben Thompson: Disney and COVID-19, The Coronavirus IPO, In Defense of Twitter ? Stratechery Ben Thompson: Zero Trust Information ? Stratechery Ben Thompson: The Internet and the Third Estate ? Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, … Continue reading Episode 183 ? A Search for Everything
2020-03-13
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Episode 182 ? Scale Scale Scale

Ben and James discuss the FTC’s decision to block the acquisition of Harry’s Razors, the DTC market, and the difference between being a monopoly and being too big. Links Ben Thompson: Apple?s Investor Warning, Foxconn?s Investor Warning, An Interview with Dan Wang ? Stratechery Daily Update | Daily Update Podcast Ben Thompson: Email Addresses and Razor Blades ? Stratechery Ben Thompson: Dollar Shave Club and the Disruption of Everything ? Stratechery Ben Thompson: First, Do No Harm ? Stratechery Ben Thompson: Netflix and the Conservation of Attractive Profits ? Stratechery Ben Thompson: The Local News Business Model ? Stratechery Ben … Continue reading Episode 182 ? Scale Scale Scale
2020-02-28
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Episode 181 ? Competing with Spotify and Regulating Acquisitions

Ben and James discuss Ben’s new Daily Update Podcast, and why Exponent is not on Spotify. Then, should regulators roll back acquisitions or prioritize the avoidance of unintended consequences? Links Ben Thompson: The Daily Update Podcast ? Stratechery Ben Thompson: The Rationale Behind the Daily Update Podcast, Podcasts and Email, Spotify and the Three Bens ? Stratechery Daily Update Ben Thompson: Spotify’s Podcast Aggregation Play ? Stratechery Ben Thompson: Spotify Earnings, Podcasts and Lifetime Value, The Ringer Acquisition ? Stratechery Daily Update Ben Thompson: First, Do No Harm ? Stratechery Ben Thompson re: Facebook Acquiring Instagram in 2011: Twitter Eric … Continue reading Episode 181 ? Competing with Spotify and Regulating Acquisitions
2020-02-21
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Episode 180 ? It’s Been a Week

Ben and James eulogize Professor Clayton M. Christensen Links Clayton M. Christensen: How Will You Measure Your Life? ? Harvard Business Review Ben Thompson: What Clayton Christensen Got Wrong ? Stratechery Ben Thompson: Clayton Christensen Passes Away, Professor Christensen and I, Kobe Bryant and Measuring Your Life ? Stratechery Daily Update James Allworth, Karen Dillon, and Clayton M. Christensen ? How Will You Measure Your Life? Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review   Podcast Information   Feed iTunes SoundCloud Twitter Feedback
2020-01-31
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Episode 179 ? The Water We Swim In

Ben and James discuss whether mobile and hyper-scale clouds are the natural endpoint for this stage of technology, or if new companies will ride new paradigm shifts to replace Amazon, Google, Microsoft, and Apple. Links Ben Thompson: The End of the Beginning ? Stratechery Ben Thompson: Obsoletive ? Stratechery Ben Thompson: The End of the Beginning Follow-Up, Technological Revolutions and Financial Capital, Venture versus Productive Capital? Stratechery Daily Update Technological Revolutions and Financial Capital ? Carlota Perez Ben Thompson: Bubble Talk, Revisited; It [Wasn?t] 1999; The Big Tech Basket ? Stratechery Daily Update The Structure of Scientific Revolutions ? Thomas … Continue reading Episode 179 ? The Water We Swim In
2020-01-18
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Episode 178 ? More Ergonomic

Ben and James discuss the downsides of monopoly, and Apple. Then, why there is no absolute answer when it comes to integration or modularization, and why different approaches require different types of organizations and different types of leaders. Links Ben Thompson: Integration and Monopoly ? Stratechery Ben Thompson: Facebook and the Cost of Monopoly ? Stratechery John Gruber: 16-Inch MacBook Pro First Impressions: Great Keyboard, Outstanding Speakers ? Daring Fireball Ben Thompson: Apple’s Organizational Crossroads ? Stratechery Ben Thompson: Why Microsoft?s Reorganization Is a Bad Idea ? Stratechery Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review … Continue reading Episode 178 ? More Ergonomic
2019-11-22
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Episode 177 ? Principle Stacks

Ben and James discuss the origins of the First Amendment, what a culture of free expression means, and Facebook’s ad policy. Links Ben Thompson: Tech and Liberty ? Stratechery Randall Munroe: Free Speech ? xkcd Pat Kerr: Why I think xkcd is wrong about Free Speech ? Medium Ben Thompson: The China Cultural Clash ? Stratechery The Federalist Papers : No. 84 ? Yale Law Rep. Ocasio-Cortez questions Mark Zuckerberg on when Facebook will fact check ? YouTube Jon Gertner: The Very, Very Personal Is the Political ? The New York Times Magazine United States v. Alvarez ? Casetext Julia … Continue reading Episode 177 ? Principle Stacks
2019-11-08
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Episode 176 ? The Second Estate Era

Ben and James discuss how the Internet’s impact will be like the printing press’s, and what that means for how we should think about Facebook. Note: We apologize for the slight audio discrepancy between Ben and James Links Ben Thompson: The Internet and the Third Estate ? Stratechery Ben Thompson: Zuckerberg?s Speech, Facebook Versus China, The Structure of Free Expression ? Stratechery Ben Thompson: TV Advertising?s Surprising Strength ? And Inevitable Fall ? Stratechery Perry Link: China: The Anaconda in the Chandelier ? ChinaFile Mark Zuckerberg Stands for Voice and Free Expression ? Facebook The Federalist Papers: No. 47? Yale … Continue reading Episode 176 ? The Second Estate Era
2019-10-25
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Episode 175 ? The Abyss Stares Back

Ben and James discuss the NBA and Apple in China and the long-term implications of doing business with authoritarian governments. Links Ben Thompson: The China Cultural Clash ? Stratechery r/HongKong: List Of Companies Under China’s Censorship Orders (So Far). Credit To U/Lebe ? Reddit Sam Dastyari Quits As Labor Senator Over China Connections ? The Guardian Rejected three times due to fear of Beijing, controversial book on China’s secret influence will finally be published ? Business Insider Ethan Strauss: Can Steve Kerr and the NBA do better on China? ? The Athletic Ben Thompson: Apple Pulls Hong Kong App, Tim … Continue reading Episode 175 ? The Abyss Stares Back
2019-10-15
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Episode 174 ? Distracted at Facebook

Ben and James discuss Facebook from multiple angles, including child sexual abuse material, encryption, Oculus, and a leaked all-hands meeting.   Links Ben Thompson: Friction ? Stratechery The Internet Is Overrun With Images of Child Sexual Abuse. What Went Wrong? ? New York Times Ben Thompson: Child Sexual Abuse Material Online, The Problem With Community, Towards More Friction ? Stratechery Casey Newton: Read The Full Transcript of Mark Zuckerberg’s Leaked Internal Facebook Meetings ? The Verge Ben Thompson: Facebook?s All-Hands Leak, Facebook Versus Warren, Zuckerberg?s Culture ? Stratechery Attorney General Bill Barr Will Ask Zuckerberg To Halt Plans For End-To-End … Continue reading Episode 174 ? Distracted at Facebook
2019-10-05
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Episode 173 ? The Exponent IPO

Ben and James discuss Cloudflare and what it is like going through an IPO, as well as what has gone wrong with WeWork.   Links Ben Thompson: Netflix and the Conservation of Attractive Profits ? Stratechery Ben Thompson: Cloudflare’s S-1 ? Stratechery Daily Update Ben Thompson: AWS and the Impact on Venture Capital ? Stratechery Ben Thompson: WeWork Delays IPO ? Stratechery Daily Update Ben Thompson: The WeWork IPO ? Stratechery Ben Thompson: Why WeWork Isn’t AWS ? Stratechery Ben Thompson: What Is a Tech Company? ? Stratechery Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review … Continue reading Episode 173 ? The Exponent IPO
2019-09-20
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Episode 172 ? Game of Phones

Ben and James discuss WWDC keynote and why it was so important for Apple to move past the iPhone.   Links Ben Thompson: Apple’s Audacity ? Stratechery Ben Thompson: Apple’s Middle Age ? Stratechery Letter from Tim Cook to Apple investors ? Apple Ben Thompson: Strategy Credit ? Stratechery Updates to the App Store Guidelines ? Apple Ben Thompson: Antitrust, the App Store, and Apple ? Stratechery Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review   Podcast Information   Feed iTunes SoundCloud Twitter Feedback
2019-06-13
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Episode 171 ? An Intra-west Debate

Ben and James discuss the U.S.-China trade war and the fundamental issues facing both countries generally and tech specifically. Links Ben Thompson: China, Leverage, and Values ? Stratechery We Were Pirates, Too ? Foreign Policy How China Uses High-Tech Surveillance to Subdue Minorities ? New York Times Ben Thompson: The Pollyannish Assumption ? Stratechery Ben Thompson: More on Values (and Facebook) ? Stratechery Daily Update Ben Thompson: Open, Closed, and Privacy ? Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
2019-05-24
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Episode 170 ? A Perfect Meal

Ben and James discuss the Zoom and Slack IPOs in the context of Microsoft’s current success and long-term challenges. Links Ben Thompson: Microsoft, Slack, Zoom, and the SaaS Opportunity ? Stratechery Ben Thompson: The State of Technology at the End of 2018 ? Stratechery Ben Thompson: Google Fights Back ? Stratechery Ben Thompson: The End of Windows ? Stratechery Ben Thompson: Microsoft?s Earnings, Microsoft?s Growth Opportunities ? Stratechery Ben Thompson: Microsoft Build, Microsoft?s Strategic Clarity, An Interview with Microsoft CEO Satya Nadella ? Stratechery Ben Thompson: The Cost of Developers ? Stratechery Ben Thompson: Google Fights Back ? Stratechery Geoffrey Moore: … Continue reading Episode 170 ? A Perfect Meal
2019-05-10
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Episode 169 ? Family-Friendly Disney

Ben and James discuss Disney’s recent announcements on streaming and what it says about not just TV but strategy broadly in the Internet era. Links Ben Thompson: Disney and the Future of TV ? Stratechery Ben Thompson: Disney and the Value of the Consumer Relationship, Disney?s Consolidation of Hulu, Comcast and AT&T ? Stratechery Daily Update Disney CEO Bob Iger Unveils Details on Disney+ Streaming Service ? CNBC Ben Thompson: Airbnb and the Internet Revolution ? Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
2019-04-19
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Episode 168 ? A Community of Loonies

Ben and James discuss why Internet regulation is coming, why it is probably necessary, and how it should be targeted. Links Ben Thompson: A Regulatory Framework for the Internet ? Stratechery New Livestreaming Legislation Fails to Take Into Account How the Internet Actually Works ? The Conversation Out of the Clouds and Into the Weeds: Cloudflare?s Approach to Abuse in New Products ? Cloudflare Unpacking the Stack and Addressing Complaints about Content ? Cloudflare Ben Thompson: Mark Zuckerberg?s Proposal, The Copyright Directive and Sunk Costs, You Say You Want Some Regulation ? Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery … Continue reading Episode 168 ? A Community of Loonies
2019-04-12
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Episode 167 ? YouTube and the End of Friction

Ben and James discuss the question of YouTube, why it’s similar and different from Facebook, and why engagement is both alluring and a potential problem. Links YouTube Executives Ignored Warnings, Letting Toxic Videos Run Rampant ? Bloomberg Ben Thompson: Apple’s Services Event ? Stratechery Ben Thompson: Mark Zuckerberg’s Proposal, The Copyright Directive and Sunk Costs ? Stratechery Daily Update Ben Thompson: YouTube and Toxic Videos, YouTube’s Problematic Incentives, Sins of Omission and Commission ? Stratechery Daily Update Ben Thompson: Friction ? Stratechery Ben Thompson: The Pollyannish Assumption ? Stratechery Ben Thompson: The Wall Street Journal and Apple News, The Problem with Regulating … Continue reading Episode 167 ? YouTube and the End of Friction
2019-04-05
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Episode 166 ? Fence-building vs. Axe-wielding

Ben and James discuss Senator Warren?s proposal to break up Big Tech, including why its history is wrong, why details matter, and what needs to be done instead. Plus, Spotify?s antitrust complaint against Apple. Links Senator Elizabeth Warren: Here?s how we can break up Big Tech ? Medium Ben Thompson: Where Warren?s Wrong ? Stratechery Ben Thompson: Amazon?s Price Parity Provision, The Amazon Marketplace Question ? Stratechery Daily Update Five Fast Facts About Apple?s Anti-competitive Behavior ? Time To Play Fair (Spotify Website) Ben Thompson: Spotify Files Antitrust Complaint Against Apple, Spotify and Warren, More Amazon Marketplace Changes ? Stratechery Daily … Continue reading Episode 166 ? Fence-building vs. Axe-wielding
2019-03-15
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Episode 165 ? Mark Zuckerberg’s Projected Self

Ben and James discuss Mark Zuckerberg’s latest missive, whether Facebook is actually changing anything, and wonder if the company will ever tell the unvarnished truth. Links Mark Zuckerberg: A Privacy-Focused Vision for Social Networking ? Facebook Ben Thompson: Facebook’s Privacy Cake ? Stratechery Ben Thompson: Facebook, Phones, and Phonebooks ? Stratechery Ben Thompson: The Social/Communications Map ? Stratechery After an ?identity crisis,? Social Capital CEO Chamath Palihapitiya says he?s taught himself how to be happy again ? Recode Ben Thompson: The Audacity of Copying Well ? Stratechery Ben Thompson: Messaging: Mobile’s Killer App ? Stratechery Ben Thompson: Open, Closed, and … Continue reading Episode 165 ? Mark Zuckerberg’s Projected Self
2019-03-08
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Episode 164 ? Valuing Value Chains

Ben and James discuss Amazon, Walmart, and groceries, Google Cloud versus AWS, and why understanding value chains helps evaluate business opportunities. Links Ben Thompson: The Value Chain Constraint ? Stratechery Ben Thompson: Walmart’s Earnings, Walmart’s Grocery Business, Amazon’s Grocery Stumbles ? Stratechery Daily Update Ben Thompson: Amazon the Black Swan ? Stratechery Ben Thompson: Amazon’s New Customer ? Stratechery Ben Thompson: Walmart and the Multichannel Trap ? Stratechery Ben Thompson: Google Cloud Changes CEOs, Layers of Surprise (or Not), The VMWare Analogy ? Stratechery Ben Thompson: The Amazon Tax ? Stratechery Ben Thompson: Venture Capital and the Internet’s Impact ? … Continue reading Episode 164 ? Valuing Value Chains
2019-03-01
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Exponent 163 ? Publishers vs Apple News

Ben and James discuss Apple News as it is today, where Apple wants to take it in the future, and why publishers should push back. Links Ben Thompson: The Cost of Apple News ? Stratechery Ben Thompson: What Direct-to-Consumer Publishers are Selling ? Stratechery Daily Update Apple News?s Radical Approach: Humans Over Machines ? New York Times Publishers Chafe at Apple?s Terms for Subscription News Service ? Wall Street Journal Ben Thompson: Apple Should Buy Netflix ? Stratechery The Report of the 2020 Group ? New York Times Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast … Continue reading Exponent 163 ? Publishers vs Apple News
2019-02-15
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Exponent 162 ? Why Exponent Isn’t on Spotify

Ben and James discuss Spotify’s move into podcasts and integration and modularity in value chains. Links Ben Thompson: Spotify’s Podcast Aggregation Play ? Stratechery Ben Thompson: Lessons From Spotify ? Stratechery Ben Thompson: Podcasts, Analytics, and Centralization ? Stratechery Ben Thompson: The Future of Podcasting ? Stratechery Ben Thompson: The BuzzFeed Lesson ? Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
2019-02-08
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Episode 161 ? Vigilante Justice

Ben and James discuss Apple vs Facebook (and Google!). Links Josh Constine: Facebook Pays Teens to Install VPN That Spies on Them ? TechCrunch Facebook?s Onavo Gives Social-Media Firm Inside Peek at Rivals? Users ? Wall Street Journal Ben Thompson: Facebook Versus Apple ? Stratechery Daily Update Ben Thompson: Manifestos and Monopolies ? Stratechery Andrew Bosworth Memo ? BuzzFeed Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
2019-02-01
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Episode 160 ? Zeros All the Way Down

Ben and James discuss Netflix, why it is an Aggregator, and why Disney isn’t actually a competitor Links Ben Thompson: Netflix Flexes ? Stratechery Ben Thompson: Netflix and the Conservation of Attractive Profits ? Stratechery Ben Thompson: Apple Should Buy Netflix ? Stratechery Ben Thompson: Why TV Has Resisted Disruption ? Stratechery Ben Thompson: Why Disney and ESPN Will Be OK ? Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
2019-01-25
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Episode 159 ? Inverted Pyramids

Ben and James discuss open source in a cloud world, how enterprise value chains have changed, and AWS versus Microsoft. Links Ben Thompson: AWS, MongoDB, and the Economic Realities of Open Source ? Stratechery Ben Thompson: How Google is Challenging AWS ? Stratechery Satya Nadella on Microsoft ? Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
2019-01-19
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Episode 158 ? A Significant Shift

Ben and James discuss Apple’s revenue warning and the company’s shift to services. Links Ben Thompson: Apple’s Errors ? Stratechery Letter from Tim Cook to Apple Investors ? Apple Ben Thompson: Two Bears ? Stratechery Ben Thompson: Apple’s China Problem ? Stratechery Ben Thompson: CES and the Unification of Computing and Consumer Electronics, Google Assistant and Integration, The Modular Competition ? Stratechery Daily Update Ben Thompson: The Android Detour ? Stratechery Ben Thompson: Apple Should Buy Netflix ? Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
2019-01-11
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Episode 157 ? Clumping and Clustering

James and Ben talk about the connection between Jobs to be Done and Aggregation Theory, why the consumer and enterprise markets are so different, and discomfort with big companies like Google. Links Ben Thompson: Aggregators and Jobs-to-be-Done ? Stratechery Ben Thompson: The Scooter Economy ? Stratechery Ben Thompson: Aggregation Theory ? Stratechery Ben Thompson: The Jobs TV Does ? Stratechery Ben Thompson: The State of Technology at the End of 2018 ? Stratechery Ben Thompson: What Clayton Christensen Got Wrong ? Stratechery Ben Thompson: Data Factories ? Stratechery Ben Thompson: Slack versus Teams ? Stratechery Ben Thompson: Antitrust, the App … Continue reading Episode 157 ? Clumping and Clustering
2018-12-14
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Episode 156 ? Rent-Seeking

Exponent is back, kind of. Ben and James talk about Apple’s case in front of the Supreme Court, and debate whether the company is acting anti-competitively with its App Store policies. Links Ben Thompson: Antitrust, the App Store, and Apple ? Stratechery Ben Thompson: Apple App Store Follow-up ? Stratechery Daily Update Apple Inc. v. Robert Pepper, et al. oral arguments ? Supreme Court of the United States Ben Thompson: Apple’s Middle Age ? Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
2018-12-01
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Episode 155 ? The End, For Now

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
2018-09-07
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Episode 154 ? Legacy Leverage

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
2018-06-08
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Episode 153 ? Black Holes

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
2018-05-25
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Episode 152 ? Platforms Versus Aggregators

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
2018-05-18
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Episode 151 ? Two by Twos

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
2018-05-11
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Episode 150 ? Round Numbers

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
2018-05-04
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Episode 149 ? Zillow and Sustaining Aggregation

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
2018-04-27
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Episode 148 ? Facebook Fatigue

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
2018-04-13
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Episode 147 ? There’s Always a Bigger Fish

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
2018-04-06
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Episode 146 ? Facebook’s Real Mistake

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
2018-03-23
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Episode 145 ? Qualcomm, Patents, and Innovation

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
2018-03-16
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Episode 144 ? 90s Alt Forever

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
2018-03-09
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Episode 143 ? Dilly-Dallying Dropbox

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
2018-03-02
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