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A podcast about tech and society, hosted by Ben Thompson and James Allworth
Ben and James reunite to discuss the potential impact of AI on white collar work. Subscribe to Stratechery Plus, including Sharp Tech and Sh...
Ben and James discuss Facebook and Microsoft’s metaverse announcements, and how the future might play out. Links Ben Thompson: Meta —...
Are we in the middle of the IT revolution, or on the verge of something new? Links Ben Thompson: The Death and Birth of Technological Revolu...
Ben and James discuss the history of podcasts and why Spotify’s recent announcements are so compelling for creators. Links Ben Thompso...
Ben and James discuss Substack and the rise of the sovereign creator. Links Ben Thompson: Sovereign Writers and Substack — Stratechery Ben T...
Ben and James discuss Australia’s Media Bargaining Code and its fall-out. Links Ben Thompson: Google Makes Deal With News Corp, Facebo...
Ben and James discuss whether Facebook and Twitter should de-platform President Trump. Links Ben Thompson: Tech and Trump — Stratechery Ben...
Ben and James discuss Apple’s new chip announcement and what it means for both Apple and Intel. Links James Allworth: Intel’s Disrupti...
Ben and James discuss the state of bundles in 2020, including Netflix, Amazon, Disney, Microsoft, and Apple. Links Ben Thompson: 2020 Bundle...
Ben and James discuss the antitrust subcommittee hearing, the problems of mixing antitrust and Aggregators, and how to think about regulatio...
Ben and James discuss the Indian internet, TikTok, and whether or not the U.S. should ban it. Links Ben Thompson: Facebook Invests in Jio Pl...
Ben and James discuss the current protests and Facebook’s decision to not take down Trump tweets. Links Ben Thompson: Zero Trust Infor...
Ben and James discuss Dithering, how Spotify is like Facebook, and a bit about working from home. Links Ben Thompson & John Gruber: Dith...
Ben and James discuss masks and Twitter’s decision to delete tweets about COVID-19. Links Zeynep Tufekci: Why Telling People They Don’...
Ben and James contrast U.S. and China’s response to the coronavirus, and the choices facing society about how to handle information. L...
Ben and James discuss the FTC’s decision to block the acquisition of Harry’s Razors, the DTC market, and the difference between...
Ben and James discuss Ben’s new Daily Update Podcast, and why Exponent is not on Spotify. Then, should regulators roll back acquisitio...
Ben and James eulogize Professor Clayton M. Christensen Links Clayton M. Christensen: How Will You Measure Your Life? — Harvard Business Rev...
Ben and James discuss whether mobile and hyper-scale clouds are the natural endpoint for this stage of technology, or if new companies will...
Ben and James discuss the downsides of monopoly, and Apple. Then, why there is no absolute answer when it comes to integration or modulariza...
Ben and James discuss the origins of the First Amendment, what a culture of free expression means, and Facebook’s ad policy. Links Ben...
Ben and James discuss how the Internet’s impact will be like the printing press’s, and what that means for how we should think a...
Ben and James discuss the NBA and Apple in China and the long-term implications of doing business with authoritarian governments. Links Ben...
Ben and James discuss Facebook from multiple angles, including child sexual abuse material, encryption, Oculus, and a leaked all-hands meeti...
Ben and James discuss Cloudflare and what it is like going through an IPO, as well as what has gone wrong with WeWork. Links Ben Thompson: N...
Ben and James discuss WWDC keynote and why it was so important for Apple to move past the iPhone. Links Ben Thompson: Apple’s Audacity...
Ben and James discuss the U.S.-China trade war and the fundamental issues facing both countries generally and tech specifically. Links Ben T...
Ben and James discuss the Zoom and Slack IPOs in the context of Microsoft’s current success and long-term challenges. Links Ben Thomps...
Ben and James discuss Disney’s recent announcements on streaming and what it says about not just TV but strategy broadly in the Intern...
Ben and James discuss why Internet regulation is coming, why it is probably necessary, and how it should be targeted. Links Ben Thompson: A...
Ben and James discuss the question of YouTube, why it’s similar and different from Facebook, and why engagement is both alluring and a...
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...
Ben and James discuss Mark Zuckerberg’s latest missive, whether Facebook is actually changing anything, and wonder if the company will...
Ben and James discuss Amazon, Walmart, and groceries, Google Cloud versus AWS, and why understanding value chains helps evaluate business op...
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...
Ben and James discuss Spotify’s move into podcasts and integration and modularity in value chains. Links Ben Thompson: Spotify’s...
Ben and James discuss Apple vs Facebook (and Google!). Links Josh Constine: Facebook Pays Teens to Install VPN That Spies on Them — TechCrun...
Ben and James discuss Netflix, why it is an Aggregator, and why Disney isn’t actually a competitor Links Ben Thompson: Netflix Flexes...
Ben and James discuss open source in a cloud world, how enterprise value chains have changed, and AWS versus Microsoft. Links Ben Thompson:...
Ben and James discuss Apple’s revenue warning and the company’s shift to services. Links Ben Thompson: Apple’s Errors — St...
James and Ben talk about the connection between Jobs to be Done and Aggregation Theory, why the consumer and enterprise markets are so diffe...
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 acti...
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 and James discuss Microsoft’s acquisition of GitHub. Note: This is the last episode of the season; Exponent will return in the fal...
Ben and James continue their discussion on why aggregators and platforms are different and why it matters for big companies, competitors, an...
Ben and James continue to discuss the differences between platforms and aggregators, including Facebook, Microsoft, Apple, Google, Netflix,...
Ben and James discuss the differences between Facebook, Google, Microsoft and Apple specifically, and the differences between aggregators an...
Ben and James discuss how Apple and Amazon’s focus on the customer experience protects them from low-end disruption. Presented by Word...
Ben and James discuss Zillow’s shift in business model and the further refinement of Aggregation Theory through the incorporation of t...
Ben and James discuss Mark Zuckerberg’s appearances before Congress, and try to sort out exactly which Facebook issues matter, and whi...