Episode 143 — Dilly-Dallying Dropbox

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: The Dropbox Comp — Stratechery Ben Thompson: Dropbox’s Cost of Revenue — Stratechery Daily Update Ben Thompson: Battle of the Box — Stratechery Ben Thompson: Dropbox Leaves AWS — Stratechery Daily Update Ben Thompson: Does Uber Have a Strategy Problem — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter … Continue reading Episode 143 — Dilly-Dallying Dropbox

Episode 142 (Updated) — Google and Antitrust

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 version of this episode was not edited in the middle. There is no new content in this episode, but it should be easier to listen to. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: The Aggregation Paradox — Stratechery Ben Thompson: The Case Against Google — Stratechery Daily Update Charles Duhigg: The Case Against Google — The … Continue reading Episode 142 (Updated) — Google and Antitrust

Episode 141 — The Mailbag Episode

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: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: Books to Blogs — Stratechery James Allworth, Karen Dillon, and Clayton Christenson: How Will You Measure Your Life? — ClaytonChristensen.com Ben Thompson: Strategy Credit — Stratechery Ben Thompson: Apple’s Organizational Crossroads — Stratechery Jared Diamond: Guns, Germs, and Steel — W. W. Norton & Company Yuval Noah Harari: Sapiens — HarperCollins … Continue reading Episode 141 — The Mailbag Episode

Episode 140 — The Products They Built Along the Way

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’s Middle Age — Stratechery Ben Thompson: Books to Blogs — Stratechery Ben Thompson: Apple and the Oak Tree — Stratechery Ben Thompson: The Lessons and Questions of the iPhone X and the iPhone 8 — Stratechery Ben Thompson: Apple is Not a Services Company — Stratechery Daily Update NOTE: Apple has taken down the supplemental financial information from Q1 2016 … Continue reading Episode 140 — The Products They Built Along the Way

Episode 139 — Amazon and Health Care

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 partner on U.S. employee healthcare — BusinessWire Ben Thompson: Amazon Health — Stratechery Aaron E. Carroll: The Real Reason the U.S. Has Employer-Sponsored Health Insurance — New York Times The Best Health Care System in the World: Which One Would You Pick? — New York Times Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud … Continue reading Episode 139 — Amazon and Health Care

Episode 138 — A Moat Too Far

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 the Future — Stratechery Ben Thompson: The Amazon Tax — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by WordPress.com

Episode 137 — Addicted to Facebook

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: Facebook’s Motivations — Stratechery Ben Thompson: Mobile Makes Facebook Just an App; That’s Great News — Stratechery Ben Thompson: Facebook and the Feed — Stratechery Ben Thompson: Facebook, Phones, and Phonebooks — Stratechery Ben Thompson: Popping the Publishing Bubble — Stratechery Ben Thompson: Defining Aggregators — Stratechery Tyler Cowen: A Simple Theory of Moore’s Law and Social Media — Marginal Revolution Farhad Manjoo: It’s … Continue reading Episode 137 — Addicted to Facebook

Episode 136 — It’s All 1s and 0s

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 the State of Technology — Stratechery Ben Thompson: Alexa: Amazon’s Operating System — Stratechery Ben Thompson: The Arrival of Artificial Intelligence — Stratechery Nicholas Kristof: Why 2017 Was the Best Year in Human History — New York Times Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by WordPress.com

Episode 135 — Two Is Better Than One

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 WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: Disney and Fox — Stratechery From Intel to Disney — Exponent Ben Thompson: Why Disney and ESPN Will Be OK — Stratechery Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery The Netflix Backlash: Why Hollywood Fears a Content … Continue reading Episode 135 — Two Is Better Than One