Tech

Exponent

Ben Thompson / James Allworth

+140 FANS

Exponent, a production of Stratechery.com, is hosted by Ben Thompson and James Allworth. In this program we seek to explore the massive effect technology is having not just on technology companies, but also on society as a whole. Ben Thompson is t...Show More

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Episode 154 — Legacy Leverage

51:36 | Jun 8th, 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 ...Show More

Episode 115 — Business Matters

59:49 | May 19th, 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 Way...Show More

Episode 121 — The Uber Mutation

1:10:57 | Aug 18th, 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:...Show More

Exponent 162 — Why Exponent Isn’t on Spotify

53:22 | Feb 8th

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...Show More

Episode 144 — 90s Alt Forever

1:02:09 | Mar 9th, 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 A...Show More

Episode 119 — Amazon and Avocados

59:54 | Jun 23rd, 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 ...Show More

Episode 109 — Screw-ups Are Fun!

57:27 | Apr 7th, 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...Show More

Episode 107 — Smiling Curves and Self-Driving Cars

1:03:01 | Mar 24th, 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: Aggr...Show More

Episode 168 — A Community of Loonies

48:57 | Apr 12th

Ben and James discuss why Internet regulation is coming, why it is probably necessary, and how it should be targeted. Links Ben Thompson: A Regulatory Framework for the Internet — Stratechery New Livestreaming Legislation Fails to Take Into Account H...Show More

Episode 167 — YouTube and the End of Friction

56:58 | Apr 5th

Ben and James discuss the question of YouTube, why it’s similar and different from Facebook, and why engagement is both alluring and a potential problem. Links YouTube Executives Ignored Warnings, Letting Toxic Videos Run Rampant — Bloomberg Ben Thom...Show More

Episode 166 — Fence-building vs. Axe-wielding

1:02:45 | Mar 15th

Ben and James discuss Senator Warren’s proposal to break up Big Tech, including why its history is wrong, why details matter, and what needs to be done instead. Plus, Spotify’s antitrust complaint against Apple. Links Senator Elizabeth Warren: Here’s...Show More

Episode 165 — Mark Zuckerberg’s Projected Self

57:16 | Mar 8th

Ben and James discuss Mark Zuckerberg’s latest missive, whether Facebook is actually changing anything, and wonder if the company will ever tell the unvarnished truth. Links Mark Zuckerberg: A Privacy-Focused Vision for Social Networking — Facebook B...Show More

Episode 164 — Valuing Value Chains

1:06:04 | Mar 1st

Ben and James discuss Amazon, Walmart, and groceries, Google Cloud versus AWS, and why understanding value chains helps evaluate business opportunities. Links Ben Thompson: The Value Chain Constraint — Stratechery Ben Thompson: Walmart’s Earnings, Wa...Show More

Exponent 163 — Publishers vs Apple News

55:03 | Feb 15th

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 — ...Show More

Episode 161 — Vigilante Justice

1:03:06 | Feb 1st

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: F...Show More

Episode 160 — Zeros All the Way Down

47:00 | Jan 25th

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 Sho...Show More

Episode 159 — Inverted Pyramids

44:47 | Jan 19th

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 ...Show More

Episode 158 — A Significant Shift

48:34 | Jan 11th

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 Prob...Show More

Episode 157 — Clumping and Clustering

57:59 | Dec 14th, 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 — Str...Show More

Episode 156 — Rent-Seeking

59:15 | Dec 1st, 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 — Stratec...Show More

Episode 155 — The End, For Now

05:18 | Sep 7th, 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 ...Show More

Episode 153 — Black Holes

48:25 | May 25th, 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 ...Show More

Episode 152 — Platforms Versus Aggregators

51:56 | May 18th, 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. Li...Show More

Episode 151 — Two by Twos

59:51 | May 11th, 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/Exponen...Show More

Episode 150 — Round Numbers

1:03:40 | May 4th, 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: Disr...Show More

Episode 149 — Zillow and Sustaining Aggregation

46:51 | Apr 27th, 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. Li...Show More

Episode 148 — Facebook Fatigue

1:08:58 | Apr 13th, 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 Thomps...Show More

Episode 147 — There’s Always a Bigger Fish

1:02:04 | Apr 6th, 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 Thom...Show More

Episode 146 — Facebook’s Real Mistake

1:03:11 | Mar 23rd, 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 vis...Show More

Episode 145 — Qualcomm, Patents, and Innovation

59:34 | Mar 16th, 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 ...Show More

Episode 143 — Dilly-Dallying Dropbox

55:38 | Mar 2nd, 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...Show More

Episode 142 (Updated) — Google and Antitrust

54:13 | Feb 23rd, 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 ver...Show More

Episode 142 — Google and Antitrust

55:25 | Feb 23rd, 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. Presented by WordPress...Show More

Episode 141 — The Mailbag Episode

1:05:45 | Feb 16th, 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: G...Show More

Episode 140 — The Products They Built Along the Way

1:05:09 | Feb 9th, 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...Show More

Episode 139 — Amazon and Health Care

1:01:59 | Feb 2nd, 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 par...Show More

Episode 138 — A Moat Too Far

1:03:59 | Jan 27th, 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 t...Show More

Episode 137 — Addicted to Facebook

1:06:26 | Jan 19th, 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...Show More

Episode 136 — It’s All 1s and 0s

55:29 | Jan 12th, 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...Show More

Episode 135 — Two Is Better Than One

1:24:02 | Dec 22nd, 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 Wor...Show More

Episode 134 — Human Problems

58:53 | Dec 8th, 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 ...Show More

Episode 133 — Two Terrible Options

1:06:55 | Dec 2nd, 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 vi...Show More

Episode 132 — Successful Disappointments

1:01:07 | Nov 17th, 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...Show More

Episode 131 — Head-on is Hard

1:04:37 | Nov 10th, 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 S...Show More

Episode 130 — The 50,000 Foot View

59:05 | Nov 3rd, 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...Show More

Episode 129 — The Disruption Antidote

1:03:02 | Oct 27th, 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 Arm...Show More

Episode 128 — Counterfactuals

52:47 | Oct 20th, 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 Tho...Show More

Episode 127 — The Worst-Case Scenario

1:05:26 | Oct 13th, 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 nothin...Show More

Episode 126 — Getting to the Future Faster

1:07:11 | Sep 29th, 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 Theo...Show More

Episode 125 — The Super-Aggregators

1:08:51 | Sep 22nd, 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...Show More

Episode 124 — The Watch, The Phone, The Beatles

55:43 | Sep 15th, 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...Show More

Episode 123 — There Is No Going Back

55:00 | Sep 8th, 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 Changin...Show More

Episode 122 — From Intel to Disney

59:05 | Aug 26th, 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 ...Show More

Episode 120 — Google, Antitrust, and Aggregation Theory

54:38 | Jun 30th, 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...Show More

Episode 118 — Podcasting and Centralization

1:02:30 | Jun 16th, 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: Pocasts, Analytics, and Centralization —...Show More

Episode 117 — Fruitful Clapping

1:00:19 | Jun 9th, 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 hard...Show More

Episode 116 — Blockchain Beauty Contest [FINAL FIXED]

59:52 | May 26th, 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 Chakravart...Show More

Episode 114 — The Job of Local News

50:05 | May 12th, 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 i...Show More

Episode 113 — WeChat, China, and Apple

59:40 | May 5th, 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 Kill...Show More

Episode 112 — It’s Complicated

1:04:26 | Apr 28th, 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...Show More

Episode 111 — Lamentation Not Condemnation

1:02:07 | Apr 21st, 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...Show More

Episode 110 — Moral Hazard

1:23:02 | Apr 14th, 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 Cri...Show More

Episode 108 — Statistics Gone Wild

1:05:50 | Mar 31st, 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: Th...Show More

Episode 106 — To Be an Outlaw

1:01:55 | Mar 10th, 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...Show More

Episode 105 — The Most Political

1:09:50 | Feb 24th, 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 — Stratech...Show More

Episode 104 — Snap’s Gingerbread Strategy

1:02:29 | Feb 17th, 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 — Strate...Show More

Episode 103 — Dull Knives Don’t Cut

54:12 | Feb 3rd, 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 ompson: The Voters...Show More

Episode 102 — Snakes and Ladders

57:27 | Jan 27th, 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 pod...Show More

Episode 101 — TV is the Oak Tree

1:08:02 | Jan 20th, 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 — c...Show More

Episode 100 — The Anniversary Episode: iPhone and Exponent

1:07:28 | Jan 13th, 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 Yea...Show More

Episode 099 — Fate Has a Sense of Irony

1:00:31 | Jan 6th, 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: Ale...Show More

Episode 098 — Shattered Glass

1:05:47 | Dec 16th, 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...Show More

Episode 097 — Google Versus AWS

1:13:28 | Dec 2nd, 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 Thomp...Show More

Episode 096 — Sins of Commission and Omission

1:16:17 | Nov 18th, 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 — Stratecher...Show More

Episode 095 — The Backlash Has Arrived

1:09:32 | Nov 11th, 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 Episod...Show More

Episode 094 — Should Apple Buy Netflix?

1:18:19 | Nov 4th, 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 Sho...Show More

Episode 093 — The Disruption of Everything

57:21 | Oct 21st, 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 Coloss...Show More

Episode 092 — Defining Consumerization of IT

1:12:21 | Oct 14th, 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-down...Show More

Episode 091 — Google’s New Business Model

1:07:20 | Oct 7th, 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 Ttime...Show More

Episode 090 — Fashionable to Be Cynical

1:02:05 | Sep 30th, 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, F...Show More

Episode 089 — Move On from the 80s

1:02:46 | Sep 23rd, 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 ...Show More

Episode 088 — The Dark Side of the Facebook

1:00:25 | Sep 16th, 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 ...Show More

Episode 087 — Meditations on Courage

47:49 | Sep 9th, 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 Vip...Show More

Episode 086 — Following a Pokémon Off a Cliff

1:03:35 | Jul 22nd, 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 Faceboo...Show More

Episode 085 — Ballots Versus Guillotines

59:53 | Jul 1st, 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 Streng...Show More

Episode 084 — The Old World Order

1:04:10 | Jun 24th, 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: ...Show More

Episode 083 — Microsoft & LinkedIn versus Apple & WWDC

1:11:34 | Jun 17th, 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 de...Show More

Episode 082 — A Podcast About Podcasts

1:21:51 | Jun 10th, 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 Thomps...Show More

Episode 081 — We Have Always Been at War with Amazon

54:04 | Jun 3rd, 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 ...Show More

Episode 080 — Multiple Full Circles

58:57 | May 27th, 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...Show More

Episode 079 — Twerk the Algorithm

58:29 | May 20th, 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 ...Show More

Episode 078 — Bending Trees

1:11:39 | May 6th, 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 — St...Show More

Episode 077 — Physical Goods

1:08:45 | Apr 29th, 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...Show More

Episode 076 — Apple’s Organization and Services

1:05:50 | Apr 22nd, 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 Organ...Show More

Episode 075 — Baby Picture Bots

1:04:17 | Apr 15th, 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 N...Show More

Episode 074 — Tesla Fervor

1:05:53 | Apr 8th, 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 — ...Show More

Episode 073 — Get Off My Lawn!

1:14:31 | Apr 1st, 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 — Stratecher...Show More

Episode 072 — Low Hanging Fruit

1:18:19 | Mar 25th, 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 ...Show More

Episode 071 — Pickaxe Retailers

1:12:44 | Mar 18th, 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. L...Show More

Episode 070 — Is That an Echo?

1:11:38 | Mar 11th, 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 Dail...Show More

Episode 069 — Wrapped Around an Axle

1:12:52 | Mar 4th, 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 epis...Show More

Episode 068 — Binary Backdoors

1:02:19 | Feb 26th, 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 —...Show More

Episode 067 — Weighing and Voting

1:02:28 | Feb 19th, 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: Fid...Show More

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

1:04:03 | Feb 12th, 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 ...Show More

Episode 065 — Competing Against Non-Consumption

1:08:02 | Jan 29th, 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....Show More

Episode 064 — Disrupting Trump

1:15:19 | Jan 22nd, 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. Li...Show More

Episode 063 — Driving Into the Future

1:01:44 | Jan 15th, 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 — S...Show More

Episode 062 — Give Some to Get Some

1:09:37 | Jan 8th, 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 Thomps...Show More

Episode 061 — OpenAI and Strategy Credits

1:11:14 | Dec 18th, 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 fr...Show More

Episode 060 — Beyond Disruption

1:05:12 | Dec 4th, 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 vi...Show More

Episode 059 — Fashion in PC Gaming

1:07:48 | Nov 20th, 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 u...Show More

Episode 058 — The Attention Market

1:10:37 | Nov 6th, 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 port...Show More

Episode 057 — The User Experience

1:13:03 | Oct 30th, 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 g...Show More

Episode 056 — YouTube Red

53:31 | Oct 23rd, 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...Show More

Episode 055 — AWS and Venture Capital

55:47 | Oct 16th, 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 b...Show More

Episode 054 — Check Facebook Time

1:04:19 | Oct 5th, 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...Show More

Episode 053 — Connect the Dots

1:09:08 | Sep 27th, 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 bui...Show More

Episode 052 — All About Ads

1:01:33 | Sep 20th, 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...Show More

Episode 051 — Segue

1:04:36 | Sep 13th, 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...Show More

Episode 050 — The Amazon of Podcasts

57:34 | Sep 6th, 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 societ...Show More

Episode 049 — In Aggregate

56:18 | Jun 20th, 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 Ube...Show More

Episode 048 — An Exhausting Week

1:00:50 | Jun 13th, 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, Twitt...Show More

Episode 047 — Apple, Google, and Privacy

1:09:26 | Jun 6th, 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 ...Show More

Episode 046 — Everything Has a Price

1:07:51 | May 22nd, 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 — Strate...Show More

Episode 045 — It’s a Watch that Does Stuff

1:11:53 | May 15th, 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; Th...Show More

Episode 044 — Up in the Clouds with Twitter

1:07:01 | Apr 30th, 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 –...Show More

Episode 043 – Project Fi and Facebook’s Feed

1:01:00 | Apr 24th, 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 (membe...Show More

Episode 042 — Monopolizing Your Ears

1:05:18 | Apr 17th, 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 S...Show More

Episode 041 – Bubbles

59:27 | Apr 10th, 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 Unicor...Show More

Episode 040 – BuzzFeed and Amazon

1:07:47 | Apr 3rd, 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...Show More

Episode 039 – Lando Calrissian Publishers

1:05:13 | Mar 27th, 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 ab...Show More

Episode 038 – Feeds and Speeds for Life

1:13:12 | Mar 20th, 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, Jam...Show More

Episode 037 – Apple Watch, Take Two

1:15:04 | Mar 14th, 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...Show More

Episode 036 – Tradeoffs

1:14:03 | Feb 27th, 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.” S...Show More

Episode 035 – Fascinating

1:16:46 | Feb 16th, 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 o...Show More

Episode 034 – The Story of Stratechery

1:28:11 | Feb 6th, 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 Andr...Show More

Episode 033 – Apple Fans and the Future

1:01:21 | Jan 30th, 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 – Strate...Show More

Episode 032 – Follow-up and Frustration (Updated)

1:07:04 | Jan 23rd, 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 th...Show More

Episode 031 – Flabbergasted

1:17:39 | Jan 16th, 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...Show More

Episode 030 – Xiaomi

57:53 | Jan 9th, 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 – St...Show More

Episode 029 – Drones

1:09:08 | Dec 19th, 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-onl...Show More

Episode 028: Squirrel!

1:13:22 | Dec 12th, 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 Cab...Show More

Episode 027 – Regulation, Stagnation, and Culture

58:38 | Dec 5th, 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 P...Show More

Episode 026: GROW GROW GROW FIGHT FIGHT FIGHT

1:12:18 | Nov 21st, 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 ...Show More

Episode 025: Twitter and Taylor

1:18:03 | Nov 14th, 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 Jour...Show More

Episode 024: A Celebratory Goblet of Champagne

1:26:29 | Nov 7th, 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 n...Show More

Episode 023: Apple Pay

1:10:07 | Oct 31st, 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: Wh...Show More

Episode 022: Peak Google, Monologue Edition

59:36 | Oct 24th, 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 Expe...Show More

Episode 021: Gamergate of Thrones

1:19:17 | Oct 17th, 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 Gamerg...Show More

Episode 020: I Want You to be Wrong

1:08:45 | Oct 3rd, 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 Epis...Show More

Episode 019: Me, Myself, and Minecraft

55:33 | Sep 26th, 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 A...Show More

Episode 018: Agree to Disagree

1:24:17 | Sep 19th, 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 Obser...Show More

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

1:09:16 | Sep 12th, 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 thousa...Show More

Episode 017: Let’s End it There

1:10:01 | Sep 12th, 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 thousa...Show More

Episode 016: Naked People

1:10:36 | Sep 5th, 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: Confessi...Show More

Episode 015: Consoles and Disruption

1:00:39 | Aug 29th, 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 Be...Show More

Episode 014: The Rise of the Algorithm

1:03:23 | Aug 22nd, 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 v...Show More

Episode 013: BuzzFeed and Native Advertising

59:01 | Aug 14th, 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...Show More

Episode 012: The Internet Rainforest

1:03:45 | Aug 7th, 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/...Show More

Episode 011: Red Pill or Blue Pill?

56:30 | Aug 2nd, 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...Show More

Episode 010: Clap on Three

44:09 | Jul 25th, 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 rec...Show More

Episode 009: The Societal Perspective

56:43 | Jul 11th, 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 chan...Show More

Episode 008: Debating Disruption

1:01:40 | Jun 25th, 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 Christens...Show More

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

56:05 | Jun 20th, 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 c...Show More

Episode 006: Product versus Profit

1:05:01 | Jun 11th, 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 ...Show More

Episode 005: The World Has Changed

59:41 | May 28th, 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 a...Show More

Episode 004 – Technology and Politics

1:02:09 | May 20th, 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 ...Show More

Episode 003: Valiantly Defending Jobs

1:02:41 | May 14th, 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 ra...Show More

Episode 002: The Missing Episode

42:00 | May 14th, 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 episo...Show More

Episode 001 – The Garbage Truck Song

46:49 | Feb 20th, 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 Ba...Show More