Exponent is a podcast about tech and society hosted by Ben Thompson and James Allworth

Ben Thompson is the author and founder of Stratechery, a blog about the business and strategy of technology. You can follow him on Twitter @benthompson.

James Allworth is the co-author with Clay Christensen of How Will You Measure Your Life and a writer for the Harvard Business Review. You can follow him on Twitter @jamesallworth.

Episode 144 — 90s Alt Forever

Ben and James discuss Spotify’s F-1, why Spotify isn’t Netflix, and why record companies are doing well even though they are acting sub-optimally.

Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent.

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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.

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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.

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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.

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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 that I referred to on this podcast. You can see the old link in this press release
  • Ben Thompson: Is HomePod Late? — Stratechery Daily Update
  • James Allworth: The Blessing of Failure — Medium
  • Ben Thompson: Beyond the iPhone — Stratechery
  • Ben Thompson: Apple’s Organizational Crossroads — Stratechery
  • Ben Thompson: Apple at Its Best — Stratechery

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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

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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.

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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 Time for Apple to Build a Less Addictive iPhone — New York Times

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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

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