Podcast

Exponent

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

Episodes

  • Exponent 163 — Publishers vs Apple News

    Feb 15 2019

    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 th...more

  • Exponent 162 — Why Exponent Isn’t on Spotify

    Feb 08 2019

    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 Revi...more

  • Episode 161 — Vigilante Justice

    Feb 01 2019

    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 In...more

  • Episode 160 — Zeros All the Way Down

    Jan 25 2019

    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 Busines...more

  • Episode 159 — Inverted Pyramids

    Jan 19 2019

    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

  • Episode 158 — A Significant Shift

    Jan 11 2019

    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 — Stratecher...more

  • Episode 157 — Clumping and Clustering

    Dec 14 2018

    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 Ch...more

  • Episode 156 — Rent-Seeking

    Dec 01 2018

    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, @benthom...more

  • Episode 155 — The End, For Now

    Sep 07 2018

    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

  • Episode 154 — Legacy Leverage

    Jun 08 2018

    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 In...more

  • Episode 153 — Black Holes

    May 25 2018

    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 Ho...more

  • Episode 152 — Platforms Versus Aggregators

    May 18 2018

    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 Sustainabl...more

  • Episode 151 — Two by Twos

    May 11 2018

    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 M...more

  • Episode 150 — Round Numbers

    May 04 2018

    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:...more

  • Episode 149 — Zillow and Sustaining Aggregation

    Apr 27 2018

    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: Aggrega...more

  • Episode 148 — Facebook Fatigue

    Apr 13 2018

    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: To...more

  • Episode 147 — There’s Always a Bigger Fish

    Apr 06 2018

    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 — Stratech...more

  • Episode 146 — Facebook’s Real Mistake

    Mar 23 2018

    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...more

  • Episode 145 — Qualcomm, Patents, and Innovation

    Mar 16 2018

    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...more

  • Episode 144 — 90s Alt Forever

    Mar 09 2018

    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 — St...more

  • Episode 143 — Dilly-Dallying Dropbox

    Mar 02 2018

    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 ...more

  • Episode 142 (Updated) — Google and Antitrust

    Feb 23 2018

    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 Thompso...more

  • Episode 141 — The Mailbag Episode

    Feb 16 2018

    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 Cred...more

  • Episode 140 — The Products They Built Along the Way

    Feb 09 2018

    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 Serv...more

  • Episode 139 — Amazon and Health Care

    Feb 02 2018

    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 O...more

  • Episode 138 — A Moat Too Far

    Jan 27 2018

    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 Wo...more

  • Episode 137 — Addicted to Facebook

    Jan 19 2018

    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 Th...more

  • Episode 136 — It’s All 1s and 0s

    Jan 12 2018

    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 Tim...more

  • Episode 135 — Two Is Better Than One

    Dec 22 2017

    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: Aggregati...more

  • Episode 134 — Human Problems

    Dec 08 2017

    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 P...more

  • Episode 133 — Two Terrible Options

    Dec 02 2017

    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 —...more

  • Episode 132 — Successful Disappointments

    Nov 17 2017

    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 ...more

  • Episode 131 — Head-on is Hard

    Nov 10 2017

    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 — Strateche...more

  • Episode 130 — The 50,000 Foot View

    Nov 03 2017

    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 — Stratec...more

  • Episode 129 — The Disruption Antidote

    Oct 27 2017

    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 Upda...more

  • Episode 128 — Counterfactuals

    Oct 20 2017

    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 ...more

  • Episode 127 — The Worst-Case Scenario

    Oct 13 2017

    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: ...more

  • Episode 126 — Getting to the Future Faster

    Sep 29 2017

    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 Be...more

  • Episode 125 — The Super-Aggregators

    Sep 22 2017

    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 ...more

  • Episode 124 — The Watch, The Phone, The Beatles

    Sep 15 2017

    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:...more

  • Episode 123 — There Is No Going Back

    Sep 08 2017

    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 ...more

  • Episode 122 — From Intel to Disney

    Aug 26 2017

    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 Busi...more

  • Episode 121 — The Uber Mutation

    Aug 18 2017

    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 — Stratecher...more

  • Episode 120 — Google, Antitrust, and Aggregation Theory

    Jun 30 2017

    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, Harva...more

  • Episode 119 — Amazon and Avocados

    Jun 23 2017

    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, Strat...more

  • Episode 118 — Podcasting and Centralization

    Jun 16 2017

    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, @jam...more

  • Episode 117 — Fruitful Clapping

    Jun 09 2017

    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 Thom...more

  • Episode 116 — Blockchain Beauty Contest

    May 26 2017

    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 &...more

  • Episode 115 — Business Matters

    May 19 2017

    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 Re...more

  • Episode 114 — The Job of Local News

    May 12 2017

    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 Al...more

  • Episode 113 — WeChat, China, and Apple

    May 05 2017

    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 Th...more

  • Episode 112 — It’s Complicated

    Apr 28 2017

    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 — ...more

  • Episode 111 — Lamentation Not Condemnation

    Apr 21 2017

    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, Strat...more

  • Episode 110 — Moral Hazard

    Apr 14 2017

    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, @benthomps...more

  • Episode 109 — Screw-ups Are Fun!

    Apr 07 2017

    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 — Stratecher...more

  • Episode 108 — Statistics Gone Wild

    Mar 31 2017

    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 — NP...more

  • Episode 107 — Smiling Curves and Self-Driving Cars

    Mar 24 2017

    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 fi...more

  • Episode 106 — To Be an Outlaw

    Mar 10 2017

    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...more

  • Episode 105 — The Most Political

    Feb 24 2017

    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 Jame...more

  • Episode 104 — Snap’s Gingerbread Strategy

    Feb 17 2017

    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 — ...more

  • Episode 103 — Dull Knives Don’t Cut

    Feb 03 2017

    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 ...more

  • Episode 102 — Snakes and Ladders

    Jan 27 2017

    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 U...more

  • Episode 101 — TV is the Oak Tree

    Jan 20 2017

    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 Blessin...more

  • Episode 100 — The Anniversary Episode: iPhone and Exponent

    Jan 13 2017

    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 ...more

  • Episode 099 — Fate Has a Sense of Irony

    Jan 06 2017

    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 ...more

  • Episode 098 — Shattered Glass

    Dec 16 2016

    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 a...more

  • Episode 097 — Google Versus AWS

    Dec 02 2016

    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 — Strate...more

  • Episode 096 — Sins of Commission and Omission

    Nov 18 2016

    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: Fr...more

  • Episode 095 — The Backlash Has Arrived

    Nov 11 2016

    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”...more

  • Episode 094 — Should Apple Buy Netflix?

    Nov 04 2016

    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 Fea...more

  • Episode 093 — The Disruption of Everything

    Oct 21 2016

    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 Surpri...more

  • Episode 092 — Defining Consumerization of IT

    Oct 14 2016

    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 G...more

  • Episode 091 — Google’s New Business Model

    Oct 07 2016

    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 ...more

  • Episode 090 — Fashionable to Be Cynical

    Sep 30 2016

    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 Wea...more

  • Episode 089 — Move On from the 80s

    Sep 23 2016

    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

  • Episode 088 — The Dark Side of the Facebook

    Sep 16 2016

    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...more

  • Episode 087 — Meditations on Courage

    Sep 09 2016

    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...more

  • Episode 086 — Following a Pokémon Off a Cliff

    Jul 22 2016

    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 — Strat...more

  • Episode 085 — Ballots Versus Guillotines

    Jul 01 2016

    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, Harvar...more

  • Episode 084 — The Old World Order

    Jun 24 2016

    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...more

  • Episode 083 — Microsoft & LinkedIn versus Apple & WWDC

    Jun 17 2016

    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...more

  • Episode 082 — A Podcast About Podcasts

    Jun 10 2016

    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 Podca...more

  • Episode 081 — We Have Always Been at War with Amazon

    Jun 03 2016

    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: ...more

  • Episode 080 — Multiple Full Circles

    May 27 2016

    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...more

  • Episode 079 — Twerk the Algorithm

    May 20 2016

    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 F...more

  • Episode 078 — Bending Trees

    May 06 2016

    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, Infras...more

  • Episode 077 — Physical Goods

    Apr 29 2016

    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 Earn...more

  • Episode 076 — Apple’s Organization and Services

    Apr 22 2016

    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 Be...more

  • Episode 075 — Baby Picture Bots

    Apr 15 2016

    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...more

  • Episode 074 — Tesla Fervor

    Apr 08 2016

    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 Po...more

  • Episode 073 — Get Off My Lawn!

    Apr 01 2016

    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 Payment...more

  • Episode 072 — Low Hanging Fruit

    Mar 25 2016

    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 — Fo...more

  • Episode 071 — Pickaxe Retailers

    Mar 18 2016

    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 Lea...more

  • Episode 070 — Is That an Echo?

    Mar 11 2016

    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:...more

  • Episode 069 — Wrapped Around an Axle

    Mar 04 2016

    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 Dec...more

  • Episode 068 — Binary Backdoors

    Feb 26 2016

    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 ...more

  • Episode 067 — Weighing and Voting

    Feb 19 2016

    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 Irrelev...more

  • Episode 066 — You Don’t Know What You Don’t Know

    Feb 12 2016

    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 Pete...more

  • Episode 065 — Competing Against Non-Consumption

    Jan 29 2016

    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 Twi...more

  • Episode 064 — Disrupting Trump

    Jan 22 2016

    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 — S...more

  • Episode 063 — Driving Into the Future

    Jan 15 2016

    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 ...more

  • Episode 062 — Give Some to Get Some

    Jan 08 2016

    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 P...more

  • Episode 061 — OpenAI and Strategy Credits

    Dec 18 2015

    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 Combin...more

  • Episode 060 — Beyond Disruption

    Dec 04 2015

    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 Go...more

  • Episode 059 — Fashion in PC Gaming

    Nov 20 2015

    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 Publish...more

  • Episode 058 — The Attention Market

    Nov 06 2015

    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 Fin...more

  • Episode 057 — The User Experience

    Oct 30 2015

    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 Thomps...more

  • Episode 056 — YouTube Red

    Oct 23 2015

    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 Allwor...more

  • Episode 055 — AWS and Venture Capital

    Oct 16 2015

    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 — CD...more

  • Episode 054 — Check Facebook Time

    Oct 05 2015

    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 Sang...more

  • Episode 053 — Connect the Dots

    Sep 27 2015

    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 Stev...more

  • Episode 052 — All About Ads

    Sep 20 2015

    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,...more

  • Episode 051 — Segue

    Sep 13 2015

    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...more

  • Episode 050 — The Amazon of Podcasts

    Sep 06 2015

    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 ...more

  • Episode 049 — In Aggregate

    Jun 20 2015

    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 r...more

  • Episode 048 — An Exhausting Week

    Jun 13 2015

    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) —...more

  • Episode 047 — Apple, Google, and Privacy

    Jun 06 2015

    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 Bli...more

  • Episode 046 — Everything Has a Price

    May 22 2015

    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: ...more

  • Episode 045 — It’s a Watch that Does Stuff

    May 15 2015

    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, H...more

  • Episode 044 — Up in the Clouds with Twitter

    Apr 30 2015

    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 – Strateche...more

  • Episode 043 – Project Fi and Facebook’s Feed

    Apr 24 2015

    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 ti...more

  • Episode 042 — Monopolizing Your Ears

    Apr 17 2015

    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 – Sear...more

  • Episode 041 – Bubbles

    Apr 10 2015

    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 Porc...more

  • Episode 040 – BuzzFeed and Amazon

    Apr 03 2015

    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 Ne...more

  • Episode 039 – Lando Calrissian Publishers

    Mar 27 2015

    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...more

  • Episode 038 – Feeds and Speeds for Life

    Mar 20 2015

    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 SoundClo...more

  • Episode 037 – Apple Watch, Take Two

    Mar 14 2015

    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 – YouT...more

  • Episode 036 – Tradeoffs

    Feb 27 2015

    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 ...more

  • Episode 035 – Fascinating

    Feb 16 2015

    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 –...more

  • Episode 034 – The Story of Stratechery

    Feb 06 2015

    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 Keatin...more

  • Episode 033 – Apple Fans and the Future

    Jan 30 2015

    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 t...more

  • Episode 032 – Follow-up and Frustration (Updated)

    Jan 23 2015

    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 Foru...more

  • Episode 031 – Flabbergasted

    Jan 16 2015

    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

  • Episode 030 – Xiaomi

    Jan 09 2015

    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 Thomp...more

  • Episode 029 – Drones

    Dec 19 2014

    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 R...more

  • Episode 028: Squirrel!

    Dec 12 2014

    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...more

  • Episode 027 – Regulation, Stagnation, and Culture

    Dec 05 2014

    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 Fight...more

  • Episode 026: GROW GROW GROW FIGHT FIGHT FIGHT

    Nov 21 2014

    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 R...more

  • Episode 025: Twitter and Taylor

    Nov 14 2014

    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 ...more

  • Episode 024: A Celebratory Goblet of Champagne

    Nov 07 2014

    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: ...more

  • Episode 023: Apple Pay

    Oct 31 2014

    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 Lear...more

  • Episode 022: Peak Google, Monologue Edition

    Oct 24 2014

    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) ...more

  • Episode 021: Gamergate of Thrones

    Oct 17 2014

    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...more

  • Episode 020: I Want You to be Wrong

    Oct 03 2014

    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, @m...more

  • Episode 019: Me, Myself, and Minecraft

    Sep 26 2014

    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 (...more

  • Episode 018: Agree to Disagree

    Sep 19 2014

    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

  • Episode 017: Let’s End it There (Updated)

    Sep 12 2014

    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: Fri...more

  • Episode 017: Let’s End it There

    Sep 12 2014

    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: Fri...more

  • Episode 016: Naked People

    Sep 05 2014

    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, @ja...more

  • Episode 015: Consoles and Disruption

    Aug 29 2014

    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 Marke...more

  • Episode 014: The Rise of the Algorithm

    Aug 22 2014

    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 (member...more

  • Episode 013: BuzzFeed and Native Advertising

    Aug 14 2014

    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 – Blo...more

  • Episode 012: The Internet Rainforest

    Aug 07 2014

    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 ...more

  • Episode 011: Red Pill or Blue Pill?

    Aug 02 2014

    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 F...more

  • Episode 010: Clap on Three

    Jul 25 2014

    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, @jamesall...more

  • Episode 009: The Societal Perspective

    Jul 11 2014

    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 w...more

  • Episode 008: Debating Disruption

    Jun 25 2014

    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 a...more

  • Episode 007: “Growing Up” v “Hungry and Foolish”

    Jun 20 2014

    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 a...more

  • Episode 006: Product versus Profit

    Jun 11 2014

    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 ...more

  • Episode 005: The World Has Changed

    May 28 2014

    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 S...more

  • Episode 004 – Technology and Politics

    May 20 2014

    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 po...more

  • Episode 003: Valiantly Defending Jobs

    May 14 2014

    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 me...more

  • Episode 002: The Missing Episode

    May 14 2014

    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...more

  • Episode 001 – The Garbage Truck Song

    Feb 20 2014

    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 Tri...more