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 Waymo Ended Up Rivals in the Race for Driverless Cars — New York Times 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 Feedback Presented by MailChimp

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 Whether Real News Survives — New York Times Ben Thompson: Wikitribune — Stratechery Daily Update Ben Thompson: Why BuzzFeed is the Most Important News Organization in the World — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp

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 Killer App — Stratechery Ben Thompson: Slack and the State of Technology at the End of 2015 — Stratechery Connie Chan: When One App Rules Them All: The Case of WeChat and Mobile in China — a16z Ben Thompson: Peak Google — Stratechery Ben Thompson: Beyond Disruption — Stratechery James Allworth: The Blessing of Failure — Medium Ben Thompson: The State … Continue reading Episode 113 — WeChat, China, and Apple

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 Has Changed — Exponent Ben Thompson: Not OK, Google — Stratechery Ben Thompson: Facebook and the Cost of Monopoly — Stratechery How Google Eats a Business Whole — The Outline Meet the Google Alum Who Created China’s Facebook-Groupon Mashup — Bloomberg Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented … Continue reading Episode 112 — It’s Complicated

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: Facebook and the Cost of Monopoly — Stratechery Kurt Gessler: Facebook’s algorithm isn’t surfacing one-third of our posts. And it’s getting worse — Medium Ben Thompson: Manifestos and Monopolies — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp

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 Crippling the U.S. Economy — Medium Ryne Rohla: Creating a National Precinct Map — Decision Desk HQ Jeff Bezos: Annual Letter to Shareholders — SEC Matt Stoller: How Democrats Killed Their Populist Soul — The Atlantic Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp

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 — Business Insider Ben Thompson: Whither Liberal Arts — Stratechery Apple iPad Air Ad — YouTube Steve Jobs After the GarageBand Demo During the Introduction of the iPad 2 — YouTube Ben Thompson: Apple’s Organizational Crossroads — Stratechery Ben Thompson: From Products to Platforms — Stratechery Ben Thompson: Why Doesn’t Apple Enable Sustainable Business on the App … Continue reading Episode 109 — Screw-ups Are Fun!

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 Arrival of Artificial Intelligence — Stratechery Dan Primack: Takeaways from Steve Mnuchins Axios Interview — Axios Maureen Dowd: Elon Musk’s Billion-Dollar Crusade to Stop the A.I. Apocalypse — Vanity Fair The Most Common Jobs in Every State — NPR At Blackrock, Machines Are Rising over Managers to Pick Stocks — [The New York Times](http://www.nytimes.com/2017/03/28/business/dealbook/blackrock-actively-managed- Ben Thompson: Verizon, AOL, Facebook Instant Articles, and … Continue reading Episode 108 — Statistics Gone Wild

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: Aggregation Theory — Stratechery Ben Thompson: Publishers and the Smiling Curve — Stratechery Ben Thompson: Intel, Mobileye, and Smiling Curves — Stratechery Episode 012: The Internet Rainforest — Exponent “After SO many years of being lost, we finally have Aaliyah’s performance of ‘Try Again’ on Jay Leno. This is RARE as fuck.” — Twitter Hosts Ben Thompson, @benthompson, … Continue reading Episode 107 — Smiling Curves and Self-Driving Cars

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.com Ben Thompson: The Uber Conflation — Stratechery Ben Thompson: Crisis at Uber, Uber’s Culture, Who is Responsible? — Stratechery Daily Update Brad Stone: The Upstarts — Hachette Book Group Ben Thompson: Tech Morality — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp