Exponent

Exponent

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Ben Thompson & James Allworth on Tech and Society
119 — Amazon and Avocados
Jun 23 • 59 min
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…
118 — Podcasting and Centralization
Jun 16 • 62 min
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: Pocasts, Analytics, and Centralization —…
117 — Fruitful Clapping
Jun 9 • 60 min
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…
116 — Blockchain Beauty Contest
May 26 • 59 min
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:…
115 — Business Matters
May 19 • 59 min
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…
114 — The Job of Local News
May 12 • 50 min
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…
113 — WeChat, China, and Apple
May 5 • 59 min
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…
112 — It’s Complicated
Apr 28 • 64 min
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…
111 — Lamentation Not Condemnation
Apr 21 • 62 min
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…
110 — Moral Hazard
Apr 14 • 83 min
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…
109 — Screw-ups Are Fun!
Apr 7 • 57 min
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…
108 — Statistics Gone Wild
Mar 31 • 65 min
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…
107 — Smiling Curves and Self-Driving Cars
Mar 24 • 63 min
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:…
106 — To Be an Outlaw
Mar 10 • 61 min
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…
105 — The Most Political
Feb 24 • 69 min
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…
104 — Snap’s Gingerbread Strategy
Feb 17 • 62 min
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…
103 — Dull Knives Don’t Cut
Feb 3 • 54 min
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…
102 — Snakes and Ladders
Jan 27 • 57 min
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…
101 — TV is the Oak Tree
Jan 20 • 68 min
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…
100 — The Anniversary Episode: iPhone and Exponent
Jan 13 • 67 min
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…
099 — Fate Has a Sense of Irony
Jan 6 • 60 min
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:…
098 — Shattered Glass
Dec 16, 2016 • 65 min
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…
097 — Google Versus AWS
Dec 2, 2016 • 73 min
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:…
096 — Sins of Commission and Omission
Nov 18, 2016 • 76 min
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…
095 — The Backlash Has Arrived
Nov 11, 2016 • 69 min
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…
094 — Should Apple Buy Netflix?
Nov 4, 2016 • 78 min
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…
093 — The Disruption of Everything
Oct 21, 2016 • 57 min
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…
092 — Defining Consumerization of IT
Oct 14, 2016 • 72 min
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.…
091 — Google’s New Business Model
Oct 7, 2016 • 67 min
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…
090 — Fashionable to Be Cynical
Sep 30, 2016 • 62 min
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,…
089 — Move On from the 80s
Sep 23, 2016 • 62 min
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…
088 — The Dark Side of the Facebook
Sep 16, 2016 • 60 min
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…
087 — Meditations on Courage
Sep 9, 2016 • 47 min
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…
086 — Following a Pokémon Off a Cliff
Jul 22, 2016 • 63 min
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…
085 — Ballots Versus Guillotines
Jul 1, 2016 • 59 min
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 —…
084 — The Old World Order
Jun 24, 2016 • 64 min
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…
083 — Microsoft & LinkedIn versus Apple & WWDC
Jun 17, 2016 • 71 min
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? —…
082 — A Podcast About Podcasts
Jun 10, 2016 • 81 min
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:…
081 — We Have Always Been at War with Amazon
Jun 3, 2016 • 54 min
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…
080 — Multiple Full Circles
May 27, 2016 • 58 min
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…
079 — Twerk the Algorithm
May 20, 2016 • 58 min
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…
078 — Bending Trees
May 6, 2016 • 71 min
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 —…
077 — Physical Goods
Apr 29, 2016 • 68 min
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…
076 — Apple’s Organization and Services
Apr 22, 2016 • 65 min
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…
075 — Baby Picture Bots
Apr 15, 2016 • 64 min
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…
074 — Tesla Fervor
Apr 8, 2016 • 65 min
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 —…
073 — Get Off My Lawn!
Apr 1, 2016 • 74 min
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…
072 — Low Hanging Fruit
Mar 25, 2016 • 78 min
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…
071 — Pickaxe Retailers
Mar 18, 2016 • 72 min
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…
070 — Is That an Echo?
Mar 11, 2016 • 71 min
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…
069 — Wrapped Around an Axle
Mar 4, 2016 • 72 min
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…
068 — Binary Backdoors
Feb 26, 2016 • 62 min
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 —…
067 — Weighing and Voting
Feb 19, 2016 • 62 min
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…
066 — You Don’t Know What You Don’t Know
Feb 12, 2016 • 64 min
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…
065 — Competing Against Non-Consumption
Jan 29, 2016 • 68 min
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.…
064 — Disrupting Trump
Jan 22, 2016 • 75 min
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…
063 — Driving Into the Future
Jan 15, 2016 • 61 min
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 —…
062 — Give Some to Get Some
Jan 8, 2016 • 69 min
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…
061 — OpenAI and Strategy Credits
Dec 18, 2015 • 71 min
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…
060 — Beyond Disruption
Dec 4, 2015 • 65 min
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…
059 — Fashion in PC Gaming
Nov 20, 2015 • 67 min
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…
058 — The Attention Market
Nov 6, 2015 • 70 min
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…
057 — The User Experience
Oct 30, 2015 • 73 min
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…
056 — YouTube Red
Oct 23, 2015 • 53 min
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.…
055 — AWS and Venture Capital
Oct 16, 2015 • 55 min
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…
054 — Check Facebook Time
Oct 5, 2015 • 64 min
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…
053 — Connect the Dots
Sep 27, 2015 • 69 min
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…
052 — All About Ads
Sep 20, 2015 • 61 min
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…
051 — Segue
Sep 13, 2015 • 64 min
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…
050 — The Amazon of Podcasts
Sep 6, 2015 • 57 min
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…
049 — In Aggregate
Jun 20, 2015 • 56 min
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…
048 — An Exhausting Week
Jun 13, 2015 • 60 min
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…
047 — Apple, Google, and Privacy
Jun 5, 2015 • 69 min
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…
046 — Everything Has a Price
May 22, 2015 • 67 min
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…
045 — It’s a Watch that Does Stuff
May 15, 2015 • 71 min
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…
044 — Up in the Clouds with Twitter
Apr 30, 2015 • 67 min
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 –…
043 – Project Fi and Facebook’s Feed
Apr 24, 2015 • 61 min
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…
042 — Monopolizing Your Ears
Apr 17, 2015 • 65 min
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…
041 – Bubbles
Apr 10, 2015 • 59 min
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…
040 – BuzzFeed and Amazon
Apr 3, 2015 • 67 min
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…
039 – Lando Calrissian Publishers
Mar 27, 2015 • 65 min
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…
038 – Feeds and Speeds for Life
Mar 20, 2015 • 73 min
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…
037 – Apple Watch, Take Two
Mar 13, 2015 • 75 min
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” –…
036 – Tradeoffs
Feb 27, 2015 • 74 min
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…
035 – Fascinating
Feb 16, 2015 • 76 min
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…
034 – The Story of Stratechery
Feb 6, 2015 • 88 min
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…
033 – Apple Fans and the Future
Jan 30, 2015 • 61 min
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…
032 – Follow-up and Frustration (Updated)
Jan 23, 2015 • 67 min
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…
031 – Flabbergasted
Jan 16, 2015 • 77 min
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…
030 – Xiaomi
Jan 9, 2015 • 57 min
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 –…
029 – Drones
Dec 19, 2014 • 69 min
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)…
028: Squirrel!
Dec 12, 2014 • 73 min
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…
027 – Regulation, Stagnation, and Culture
Dec 5, 2014 • 58 min
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…
026: GROW GROW GROW FIGHT FIGHT FIGHT
Nov 21, 2014 • 72 min
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…
025: Twitter and Taylor
Nov 14, 2014 • 78 min
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…
024: A Celebratory Goblet of Champagne
Nov 7, 2014 • 86 min
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…
023: Apple Pay
Oct 31, 2014 • 70 min
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…
022: Peak Google, Monologue Edition
Oct 24, 2014 • 59 min
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…
021: Gamergate of Thrones
Oct 17, 2014 • 79 min
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.…
020: I Want You to be Wrong
Oct 3, 2014 • 68 min
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…
019: Me, Myself, and Minecraft
Sep 26, 2014 • 55 min
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…
018: Agree to Disagree
Sep 19, 2014 • 84 min
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…
017: Let’s End it There (Updated)
Sep 12, 2014 • 69 min
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…
017: Let’s End it There
Sep 12, 2014 • 70 min
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…
016: Naked People
Sep 5, 2014 • 70 min
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…
015: Consoles and Disruption
Aug 29, 2014 • 60 min
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…
014: The Rise of the Algorithm
Aug 22, 2014 • 63 min
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…
013: BuzzFeed and Native Advertising
Aug 14, 2014 • 59 min
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…
012: The Internet Rainforest
Aug 7, 2014 • 63 min
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…
011: Red Pill or Blue Pill?
Aug 2, 2014 • 56 min
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…
010: Clap on Three
Jul 25, 2014 • 44 min
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…
009: The Societal Perspective
Jul 11, 2014 • 56 min
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…
008: Debating Disruption
Jun 25, 2014 • 61 min
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…
007: “Growing Up” v “Hungry and Foolish”
Jun 20, 2014 • 56 min
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…
006: Product versus Profit
Jun 11, 2014 • 65 min
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…
005: The World Has Changed
May 28, 2014 • 59 min
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…
004 – Technology and Politics
May 20, 2014 • 62 min
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…
003: Valiantly Defending Jobs
May 14, 2014 • 62 min
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…
002: The Missing Episode
May 14, 2014 • 42 min
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”…
001 – The Garbage Truck Song
Feb 20, 2014 • 46 min
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…