Exponent
By Ben Thompson / James Allworth
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Description
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 the author of Stratechery, a blog about the business and strategy of technology. James Allworth is the co-author with Clay Christensen of "How Will You Measure Your Life" and a writer for the Harvard Business Review. Visit the website at http://exponent.fm for show notes and to subscribe. To see old Stratechery.FM episodes, please visit http://stratechery.fm
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1 |
Episode 116 — Blockchain Beauty Contest [FINAL FIXED] | 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 | 5/26/2017 | Free | View in iTunes |
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2 |
Episode 115 — Business Matters | 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 Wa | 5/19/2017 | Free | View in iTunes |
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3 |
Episode 114 — The Job of Local News | 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 . | 5/12/2017 | Free | View in iTunes |
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4 |
Episode 113 — WeChat, China, and Apple | 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 Ki | 5/5/2017 | Free | View in iTunes |
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5 |
Episode 112 — It’s Complicated | 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 H. | 4/28/2017 | Free | View in iTunes |
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6 |
Episode 111 — Lamentation Not Condemnation | 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: Facebo | 4/21/2017 | Free | View in iTunes |
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7 |
Episode 110 — Moral Hazard | 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 Cripp... | 4/14/2017 | Free | View in iTunes |
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8 |
Episode 109 — Screw-ups Are Fun! | 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 — Busin | 4/7/2017 | Free | View in iTunes |
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9 |
Episode 108 — Statistics Gone Wild | 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 . | 3/31/2017 | Free | View in iTunes |
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10 |
Episode 107 — Smiling Curves and Self-Driving Cars | 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: Aggreg... | 3/24/2017 | Free | View in iTunes |
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11 |
Episode 106 — To Be an Outlaw | 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. | 3/10/2017 | Free | View in iTunes |
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12 |
Episode 105 — The Most Political | 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 — Strate | 2/24/2017 | Free | View in iTunes |
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13 |
Episode 104 — Snap’s Gingerbread Strategy | 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 — Str | 2/17/2017 | Free | View in iTunes |
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14 |
Episode 103 — Dull Knives Don’t Cut | 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. | 2/3/2017 | Free | View in iTunes |
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15 |
Episode 102 — Snakes and Ladders | 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, | 1/27/2017 | Free | View in iTunes |
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16 |
Episode 101 — TV is the Oak Tree | 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 — cd | 1/20/2017 | Free | View in iTunes |
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17 |
Episode 100 — The Anniversary Episode: iPhone and Exponent | 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 ... | 1/13/2017 | Free | View in iTunes |
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18 |
Episode 099 — Fate Has a Sense of Irony | 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: Al | 1/6/2017 | Free | View in iTunes |
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19 |
Episode 098 — Shattered Glass | 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 | 12/16/2016 | Free | View in iTunes |
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20 |
Episode 097 — Google Versus AWS | 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. | 12/2/2016 | Free | View in iTunes |
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21 |
Episode 096 — Sins of Commission and Omission | 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 . | 11/18/2016 | Free | View in iTunes |
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22 |
Episode 095 — The Backlash Has Arrived | 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 . | 11/11/2016 | Free | View in iTunes |
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23 |
Episode 094 — Should Apple Buy Netflix? | 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 Shou | 11/4/2016 | Free | View in iTunes |
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24 |
Episode 093 — The Disruption of Everything | 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... | 10/21/2016 | Free | View in iTunes |
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25 |
Episode 092 — Defining Consumerization of IT | 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-downlo... | 10/14/2016 | Free | View in iTunes |
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26 |
Episode 091 — Google’s New Business Model | 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 | 10/7/2016 | Free | View in iTunes |
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27 |
Episode 090 — Fashionable to Be Cynical | 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, | 9/30/2016 | Free | View in iTunes |
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28 |
Episode 089 — Move On from the 80s | 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? | 9/23/2016 | Free | View in iTunes |
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29 |
Episode 088 — The Dark Side of the Facebook | 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. | 9/16/2016 | Free | View in iTunes |
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30 |
Episode 087 — Meditations on Courage | 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 V | 9/9/2016 | Free | View in iTunes |
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31 |
Episode 086 — Following a Pokémon Off a Cliff | 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 | 7/21/2016 | Free | View in iTunes |
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32 |
Episode 085 — Ballots Versus Guillotines | 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 Strengt | 7/1/2016 | Free | View in iTunes |
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33 |
Episode 084 — The Old World Order | 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: | 6/24/2016 | Free | View in iTunes |
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34 |
Episode 083 — Microsoft & LinkedIn versus Apple & WWDC | 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 | 6/17/2016 | Free | View in iTunes |
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35 |
Episode 082 — A Podcast About Podcasts | 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 Thompso | 6/10/2016 | Free | View in iTunes |
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36 |
Episode 081 — We Have Always Been at War with Amazon | 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 t | 6/3/2016 | Free | View in iTunes |
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37 |
Episode 080 — Multiple Full Circles | 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. | 5/27/2016 | Free | View in iTunes |
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38 |
Episode 079 — Twerk the Algorithm | 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. | 5/20/2016 | Free | View in iTunes |
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39 |
Episode 078 — Bending Trees | 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 | 5/6/2016 | Free | View in iTunes |
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40 |
Episode 077 — Physical Goods | 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, | 4/29/2016 | Free | View in iTunes |
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41 |
Episode 076 — Apple’s Organization and Services | 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. | 4/22/2016 | Free | View in iTunes |
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42 |
Episode 075 — Baby Picture Bots | 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, | 4/15/2016 | Free | View in iTunes |
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43 |
Episode 074 — Tesla Fervor | 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 — | 4/8/2016 | Free | View in iTunes |
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44 |
Episode 073 — Get Off My Lawn! | 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 — Stratec | 4/1/2016 | Free | View in iTunes |
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45 |
Episode 072 — Low Hanging Fruit | 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 | 3/25/2016 | Free | View in iTunes |
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46 |
Episode 071 — Pickaxe Retailers | 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. | 3/18/2016 | Free | View in iTunes |
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47 |
Episode 070 — Is That an Echo? | 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 D | 3/11/2016 | Free | View in iTunes |
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48 |
Episode 069 — Wrapped Around an Axle | 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. | 3/4/2016 | Free | View in iTunes |
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49 |
Episode 068 — Binary Backdoors | 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, | 2/26/2016 | Free | View in iTunes |
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50 |
Episode 067 — Weighing and Voting | 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. | 2/19/2016 | Free | View in iTunes |
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51 |
Episode 066 — You Don’t Know What You Don’t Know | 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. | 2/12/2016 | Free | View in iTunes |
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52 |
Episode 065 — Competing Against Non-Consumption | 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. | 1/29/2016 | Free | View in iTunes |
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53 |
Episode 064 — Disrupting Trump | 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. | 1/22/2016 | Free | View in iTunes |
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54 |
Episode 063 — Driving Into the Future | 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. | 1/15/2016 | Free | View in iTunes |
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55 |
Episode 062 — Give Some to Get Some | 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. | 1/8/2016 | Free | View in iTunes |
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56 |
Episode 061 — OpenAI and Strategy Credits | 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, | 12/18/2015 | Free | View in iTunes |
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57 |
Episode 060 — Beyond Disruption | 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, | 12/4/2015 | Free | View in iTunes |
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58 |
Episode 059 — Fashion in PC Gaming | 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. | 11/20/2015 | Free | View in iTunes |
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59 |
Episode 058 — The Attention Market | 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. | 11/6/2015 | Free | View in iTunes |
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60 |
Episode 057 — The User Experience | 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. | 10/30/2015 | Free | View in iTunes |
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61 |
Episode 056 — YouTube Red | 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. | 10/23/2015 | Free | View in iTunes |
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62 |
Episode 055 — AWS and Venture Capital | 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, | 10/16/2015 | Free | View in iTunes |
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63 |
Episode 054 — Check Facebook Time | 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, | 10/5/2015 | Free | View in iTunes |
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64 |
Episode 053 — Connect the Dots | 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 build. | 9/27/2015 | Free | View in iTunes |
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65 |
Episode 052 — All About Ads | 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. | 9/20/2015 | Free | View in iTunes |
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66 |
Episode 051 — Segue | 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. | 9/13/2015 | Free | View in iTunes |
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67 |
Episode 050 — The Amazon of Podcasts | 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 | 9/6/2015 | Free | View in iTunes |
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68 |
Episode 049 — In Aggregate | 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, | 6/20/2015 | Free | View in iTunes |
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69 |
Episode 048 — An Exhausting Week | 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, | 6/13/2015 | Free | View in iTunes |
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70 |
Episode 047 — Apple, Google, and Privacy | 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: Andro | 6/5/2015 | Free | View in iTunes |
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71 |
Episode 046 — Everything Has a Price | 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 — Stratec | 5/22/2015 | Free | View in iTunes |
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72 |
Episode 045 — It’s a Watch that Does Stuff | 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; Tha | 5/15/2015 | Free | View in iTunes |
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73 |
Episode 044 — Up in the Clouds with Twitter | 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 | 4/30/2015 | Free | View in iTunes |
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74 |
Episode 043 – Project Fi and Facebook’s Feed | 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 ( | 4/24/2015 | Free | View in iTunes |
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75 |
Episode 042 — Monopolizing Your Ears | 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 | 4/17/2015 | Free | View in iTunes |
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76 |
Episode 041 – Bubbles | 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 Unico | 4/10/2015 | Free | View in iTunes |
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77 |
Episode 040 – BuzzFeed and Amazon | 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, | 4/3/2015 | Free | View in iTunes |
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Episode 039 – Lando Calrissian Publishers | 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 abr | 3/27/2015 | Free | View in iTunes |
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79 |
Episode 038 – Feeds and Speeds for Life | 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, | 3/20/2015 | Free | View in iTunes |
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80 |
Episode 037 – Apple Watch, Take Two | 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, | 3/13/2015 | Free | View in iTunes |
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81 |
Episode 036 – Tradeoffs | 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 “communit | 2/27/2015 | Free | View in iTunes |
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82 |
Episode 035 – Fascinating | 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, | 2/16/2015 | Free | View in iTunes |
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83 |
Episode 034 – The Story of Stratechery | 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! | 2/6/2015 | Free | View in iTunes |
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84 |
Episode 033 – Apple Fans and the Future | 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 – Strat | 1/30/2015 | Free | View in iTunes |
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85 |
Episode 032 – Follow-up and Frustration (Updated) | 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, | 1/23/2015 | Free | View in iTunes |
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86 |
Episode 031 – Flabbergasted | 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 F... | 1/16/2015 | Free | View in iTunes |
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87 |
Episode 030 – Xiaomi | 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 | 1/9/2015 | Free | View in iTunes |
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88 |
Episode 029 – Drones | 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 | 12/19/2014 | Free | View in iTunes |
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89 |
Episode 028: Squirrel! | 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. | 12/12/2014 | Free | View in iTunes |
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90 |
Episode 027 – Regulation, Stagnation, and Culture | 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 Po | 12/5/2014 | Free | View in iTunes |
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91 |
Episode 026: GROW GROW GROW FIGHT FIGHT FIGHT | 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 I | 11/21/2014 | Free | View in iTunes |
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Episode 025: Twitter and Taylor | 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 Journ | 11/14/2014 | Free | View in iTunes |
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93 |
Episode 024: A Celebratory Goblet of Champagne | 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, | 11/7/2014 | Free | View in iTunes |
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94 |
Episode 023: Apple Pay | 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: | 10/31/2014 | Free | View in iTunes |
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95 |
Episode 022: Peak Google, Monologue Edition | 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. | 10/24/2014 | Free | View in iTunes |
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96 |
Episode 021: Gamergate of Thrones | 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 Gamerga | 10/17/2014 | Free | View in iTunes |
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97 |
Episode 020: I Want You to be Wrong | 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 Epi | 10/3/2014 | Free | View in iTunes |
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98 |
Episode 019: Me, Myself, and Minecraft | 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. | 9/26/2014 | Free | View in iTunes |
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99 |
Episode 018: Agree to Disagree | 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 Observ | 9/19/2014 | Free | View in iTunes |
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100 |
Episode 017: Let’s End it There (Updated) | 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 thousan | 9/12/2014 | Free | View in iTunes |
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Customer Reviews
Pure gold
Everything Ben Thompson writes on Stratechery (his blog) is insightful, out of the box and just plain intelligent. Exponent is a great addition, offering additional thoughts which are very well complement by James Allworth with his own insights that often differ from Ben’s, providing great food for thought. I wish I could listen to one episode a day.
Great if you like big picture discussions in tech
Insightful discussions on how big forces unleashed by technology are changing this word. Complements Horace Dediu’s Critical Path.
Smart people talking
What's not to love? Compared to many tech industry podcasts, Exponent focuses on the business side and provides an accessible yet nuanced take on current events and trends.
