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    Podcasting

    Exponent

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

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    Latest Episodes:
    Episode 167 — YouTube and the End of Friction Apr 05, 2019
    Show notes

    Ben and James discuss the question of YouTube, why it’s similar and different from Facebook, and why engagement is both alluring and a potential problem.

    Links

    • YouTube Executives Ignored Warnings, Letting Toxic Videos Run Rampant — Bloomberg
    • Ben Thompson: Apple’s Services Event — Stratechery
    • Ben Thompson: Mark Zuckerberg’s Proposal, The Copyright Directive and Sunk Costs — Stratechery Daily Update
    • Ben Thompson: YouTube and Toxic Videos, YouTube’s Problematic Incentives, Sins of Omission and Commission — Stratechery Daily Update
    • Ben Thompson: Friction — Stratechery
    • Ben Thompson: The Pollyannish Assumption — Stratechery
    • Ben Thompson: The Wall Street Journal and Apple News, The Problem with Regulating Content](https://stratechery.com/2019/the-wall-street-journal-and-apple-news-the-problem-with-regulating-content-australias-terrible-new-law/)

    Hosts

    • Ben Thompson, @benthompson, Stratechery
    • James Allworth, @jamesallworth, Harvard Business Review

    Podcast Information

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    Episode 166 — Fence-building vs. Axe-wielding Mar 15, 2019
    Show notes

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

    Links

    • Senator Elizabeth Warren: Here’s how we can break up Big Tech — Medium
    • Ben Thompson: Where Warren’s Wrong — Stratechery
    • Ben Thompson: Amazon’s Price Parity Provision, The Amazon Marketplace Question — Stratechery Daily Update
    • Five Fast Facts About Apple’s Anti-competitive Behavior — Time To Play Fair (Spotify Website)
    • Ben Thompson: Spotify Files Antitrust Complaint Against Apple, Spotify and Warren, More Amazon Marketplace Changes — Stratechery Daily Update
    • James Allworth: The Blessing of Failure — Medium
    • Ben Thompson: Why Facebook Shouldn’t Be Allowed to Buy tbh — Stratechery
    • Ben Thompson: The Value Chain Constraint — Stratechery
    • Ben Thompson: The State of Technology at the End of 2018 — Stratechery
    • Ben Thompson: Ends, Means, and Antitrust — Stratechery
    • Ben Thompson: The European Commission Versus Android — Stratechery
    • Ben Thompson: Antitrust, the App Store, and Apple — Stratechery

    Hosts

    • Ben Thompson, @benthompson, Stratechery
    • James Allworth, @jamesallworth, Harvard Business Review

    Podcast Information

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    Episode 165 — Mark Zuckerberg’s Projected Self Mar 08, 2019
    Show notes

    Ben and James discuss Mark Zuckerberg’s latest missive, whether Facebook is actually changing anything, and wonder if the company will ever tell the unvarnished truth.

    Links

    • Mark Zuckerberg: A Privacy-Focused Vision for Social Networking — Facebook
    • Ben Thompson: Facebook’s Privacy Cake — Stratechery
    • Ben Thompson: Facebook, Phones, and Phonebooks — Stratechery
    • Ben Thompson: The Social/Communications Map — Stratechery
    • After an “identity crisis,” Social Capital CEO Chamath Palihapitiya says he’s taught himself how to be happy again — Recode
    • Ben Thompson: The Audacity of Copying Well — Stratechery
    • Ben Thompson: Messaging: Mobile’s Killer App — Stratechery
    • Ben Thompson: Open, Closed, and Privacy — Stratechery
    • Facebook and Telegram Are Hoping to Succeed Where Bitcoin Failed — New York Times
    • Zeynep Tufekci: Why Zuckerberg’s 14-Year Apology Tour Hasn’t Fixed Facebook — Wired
    • Ben Thompson: Strategy Credit — Stratechery

    Hosts

    • Ben Thompson, @benthompson, Stratechery
    • James Allworth, @jamesallworth, Harvard Business Review

    Podcast Information

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    Episode 164 — Valuing Value Chains Mar 01, 2019
    Show notes

    Ben and James discuss Amazon, Walmart, and groceries, Google Cloud versus AWS, and why understanding value chains helps evaluate business opportunities.

    Links

    • Ben Thompson: The Value Chain Constraint — Stratechery
    • Ben Thompson: Walmart’s Earnings, Walmart’s Grocery Business, Amazon’s Grocery Stumbles — Stratechery Daily Update
    • Ben Thompson: Amazon the Black Swan — Stratechery
    • Ben Thompson: Amazon’s New Customer — Stratechery
    • Ben Thompson: Walmart and the Multichannel Trap — Stratechery
    • Ben Thompson: Google Cloud Changes CEOs, Layers of Surprise (or Not), The VMWare Analogy — Stratechery
    • Ben Thompson: The Amazon Tax — Stratechery
    • Ben Thompson: Venture Capital and the Internet’s Impact — Stratechery
    • Facebook Mulled Multi-billion-dollar Acquisition of Gaming Giant Unity, Book Claims — Stratechery

    Hosts

    • Ben Thompson, @benthompson, Stratechery
    • James Allworth, @jamesallworth, Harvard Business Review

    Podcast Information

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    • Twitter
    • Feedback
    Exponent 163 — Publishers vs Apple News Feb 15, 2019
    Show notes

    Ben and James discuss Apple News as it is today, where Apple wants to take it in the future, and why publishers should push back.

    Links

    • Ben Thompson: The Cost of Apple News — Stratechery
    • Ben Thompson: What Direct-to-Consumer Publishers are Selling — Stratechery Daily Update
    • Apple News’s Radical Approach: Humans Over Machines — New York Times
    • Publishers Chafe at Apple’s Terms for Subscription News Service — Wall Street Journal
    • Ben Thompson: Apple Should Buy Netflix — Stratechery
    • The Report of the 2020 Group — New York Times

    Hosts

    • Ben Thompson, @benthompson, Stratechery
    • James Allworth, @jamesallworth, Harvard Business Review

    Podcast Information

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    Exponent 162 — Why Exponent Isn’t on Spotify Feb 08, 2019
    Show notes

    Ben and James discuss Spotify’s move into podcasts and integration and modularity in value chains.

    Links

    • Ben Thompson: Spotify’s Podcast Aggregation Play — Stratechery
    • Ben Thompson: Lessons From Spotify — Stratechery
    • Ben Thompson: Podcasts, Analytics, and Centralization — Stratechery
    • Ben Thompson: The Future of Podcasting — Stratechery
    • Ben Thompson: The BuzzFeed Lesson — Stratechery

    Hosts

    • Ben Thompson, @benthompson, Stratechery
    • James Allworth, @jamesallworth, Harvard Business Review

    Podcast Information

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    • Twitter
    • Feedback
    Episode 161 — Vigilante Justice Feb 01, 2019
    Show notes

    Ben and James discuss Apple vs Facebook (and Google!).

    Links

    • Josh Constine: Facebook Pays Teens to Install VPN That Spies on Them — TechCrunch
    • Facebook’s Onavo Gives Social-Media Firm Inside Peek at Rivals’ Users — Wall Street Journal
    • Ben Thompson: Facebook Versus Apple — Stratechery Daily Update
    • Ben Thompson: Manifestos and Monopolies — Stratechery
    • Andrew Bosworth Memo — BuzzFeed

    Hosts

    • Ben Thompson, @benthompson, Stratechery
    • James Allworth, @jamesallworth, Harvard Business Review

    Podcast Information

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    • Twitter
    • Feedback
    Episode 160 — Zeros All the Way Down Jan 25, 2019
    Show notes

    Ben and James discuss Netflix, why it is an Aggregator, and why Disney isn’t actually a competitor

    Links

    • Ben Thompson: Netflix Flexes — Stratechery
    • Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
    • Ben Thompson: Apple Should Buy Netflix — Stratechery
    • Ben Thompson: Why TV Has Resisted Disruption — Stratechery
    • Ben Thompson: Why Disney and ESPN Will Be OK — Stratechery

    Hosts

    • Ben Thompson, @benthompson, Stratechery
    • James Allworth, @jamesallworth, Harvard Business Review

    Podcast Information

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    • SoundCloud
    • Twitter
    • Feedback
    Episode 159 — Inverted Pyramids Jan 19, 2019
    Show notes

    Ben and James discuss open source in a cloud world, how enterprise value chains have changed, and AWS versus Microsoft.

    Links

    • Ben Thompson: AWS, MongoDB, and the Economic Realities of Open Source — Stratechery
    • Ben Thompson: How Google is Challenging AWS — Stratechery
    • Satya Nadella on Microsoft — Stratechery Daily Update

    Hosts

    • Ben Thompson, @benthompson, Stratechery
    • James Allworth, @jamesallworth, Harvard Business Review

    Podcast Information

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    • Twitter
    • Feedback
    Episode 158 — A Significant Shift Jan 11, 2019
    Show notes

    Ben and James discuss Apple’s revenue warning and the company’s shift to services.

    Links

    • Ben Thompson: Apple’s Errors — Stratechery
    • Letter from Tim Cook to Apple Investors — Apple
    • Ben Thompson: Two Bears — Stratechery
    • Ben Thompson: Apple’s China Problem — Stratechery
    • Ben Thompson: CES and the Unification of Computing and Consumer Electronics, Google Assistant and Integration, The Modular Competition — Stratechery Daily Update
    • Ben Thompson: The Android Detour — Stratechery
    • Ben Thompson: Apple Should Buy Netflix — Stratechery

    Hosts

    • Ben Thompson, @benthompson, Stratechery
    • James Allworth, @jamesallworth, Harvard Business Review

    Podcast Information

    • Feed
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    • SoundCloud
    • Twitter
    • Feedback
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