Episode 127 — The Worst-Case Scenario

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 nothing to do with the cut cable referenced in the podcast ). Our apologies. Presented by MailChimp Links Ben Thompson: Defining Aggregators — Stratechery This is why tech companies won’t disclose content of Russian ads — The Outline Ben Thompson: Trustworthy Networking — Stratechery Ben Thompson: Manifestos and Monopolies — Stratechery Ben Thompson: The Voters Decide — Stratechery The Barriers … Continue reading Episode 127 — The Worst-Case Scenario

Episode 126 — Getting to the Future Faster

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 Theory — Stratechery Ben Thompson: More Aggregators — Stratechery Daily Update Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery Ben Thompson: TV Advertising’s Surprising Strength — and Inevitable Fall — Stratechery Ben Thompson: Books and Blogs — Stratechery Ben Thompson: Friction — Stratechery Ben Thompson: Twitter’s Marketing Problem — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review … Continue reading Episode 126 — Getting to the Future Faster

Episode 125 — The Super-Aggregators

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 to Reach ‘Jew Haters’ — ProPublica Ben Thompson: Inspired Media — Stratechery James Allworth: Technology Has Become Water — Medium Sheryl Sandberg on Facebook Advertising Changes — Facebook Dollar Shave Club and the Disruption of Everything — Stratechery Ben Thompson: Everything is Changing; So Should Antitrust — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud … Continue reading Episode 125 — The Super-Aggregators

Episode 124 — The Watch, The Phone, The Beatles

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 X and the iPhone 8 — Stratechery Ben Thompson: The Cellular Apple Watch — Stratechery Daily Update Ben Thompson: Apple Watch: Asking Why and Saying No — Stratechery Ben Thompson: What I Got Wrong About Apple Watch — Stratechery Ben Thompson: Beyond the iPhone — Stratechery Wearable Fitness Devices Don’t Seem to Make You Fitter — New York Times Ben … Continue reading Episode 124 — The Watch, The Phone, The Beatles

Episode 123 — There Is No Going Back

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 Changing; So Should Antitrust — Stratechery Ben Thompson: TV Advertising’s Strength — and Inevitable Fall — Stratechery Ben Thompson: Ad Agencies and Accountability — Stratechery Ben Thompson: Paypal’s Incentive Problem — Stratechery Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Dollar Shave Club and the Disruption of Everything — Stratechery Episode 005: The World Has Changed — Exponent Ben Thompson: Antitrust and … Continue reading Episode 123 — There Is No Going Back

Episode 122 — From Intel to Disney

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 Update Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery Ben Thompson: The Truth about Windows Versus the Mac — Stratechery Ben Thompson: ESPN: From Franchise to Business — Stratechery Daily Update Warren Buffett: 1991 Letter to Shareholders — Berkshire Hathaway Ben Thompson: Netflix Goes Global — Stratechery Daily Update Ben Thompson: Correction the Netflix … Continue reading Episode 122 — From Intel to Disney

Episode 121 — The Uber Mutation

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: Apple and the Oak Tree — Stratechery Ben Thompson: Waymo’s Lawsuit Against Uber — Stratechery Daily Update Ben Thompson: Does Uber Have a Strategy Problem? — Stratechery Daily Update Ben Thompson: Crisis at Uber — Stratechery Daily Update Ben Thompson: Cloudfare and Daily Stormer — Stratechery Daily Update Ben Thompson: Facebook Content Guidelines — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, … Continue reading Episode 121 — The Uber Mutation

Episode 120 — Google, Antitrust, and Aggregation Theory

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: The World Has Changed — Exponent Ben Thompson: Antitrust and Aggregation — Stratechery Press Release — European Commission Fact Sheet — European Commission Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp

Episode 119 — Amazon and Avocados

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 Effects, Antitrust and Network Effects, The Saga of Whole Foods — Stratechery Daily Update Ben Thompson: The Amazon Tax — Stratechery Tom Foster: The Shelf Life of John Mackey — Texas Monthly Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp

Episode 118 — Podcasting and Centralization

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 — Stratechery Episode 082: A Podcast About Podcasts — Exponent Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Patreon’s Update — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp