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 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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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 Monopoly — Hollywood Reporter
  • Ben Thompson: The Department of Justice Sues to Block the AT&T-Time Warner Acquisition, The DOJ’s Case, AT&T’s Objections — Stratechery Daily Update

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Episode 134 — Human Problems

Ben and James discuss why effective content moderation is so hard, how it can be done, and why it sometimes shouldn’t be. Plus, how tech optimists and tech critics make the exact same mistake.

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

Links

  • Ben Thompson: The Pollyannish Assumption — Stratechery
  • Ben Thompson: The Pollyannish Assumption and Bright Lines, YouTube’s Market Power, Google vs Amazon — Stratechery Daily Update
  • Ben Thompson: Tech’s Person of the Year; Uber at the End of 2017; Fowler’s True Impact, and Means — Stratechery Daily Update
  • The Laborers Who Keep Dick Pics and Beheadings Out of Your Facebook Feed — Wired

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Episode 133 — Two Terrible Options

Ben and James discuss the net neutrality debate and why both sides of the issue at hand involve making difficult tradeoffs; the bigger problem is broken governance. Please listen to the end!

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

Links

  • Ben Thompson: Pro-Neutrality, Anti-Title II — Stratechery
  • Ben Thompson: “Light Touch”, Cable, and DSL; The Broadband Tradeoff; The Importance of Antitrust — Stratechery
  • Ben Thompson: Netflix and Net Neutrality — Stratechery
  • Ben Thompson: Net Neutrality and Zero Rating — Stratechery Daily Update
  • Ben Thompson: Comcast’s Inevitable Data Caps, T-Mobile Offers Free Video, America Versus Europe on Net Neutrality — Stratechery Daily Update
  • Ben Thompson: The Department of Justice Sues to Block the AT&T-Time Warner Acquisition, The DOJ’s Case, AT&T’s Objections — Stratechery Daily Update

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Episode 132 — Successful Disappointments

Ben and James discuss IPOs, including those of Stitch Fix, SendGrid, and Blue Apron, and the importance of understanding what type of company you are.

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

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Episode 131 — Head-on is Hard

Ben and James break down the differences between new market and low end disruption and how they apply — or don’t — to Apple and the iPhone.

Links

  • Ben Thompson: Apple at Its Best — Stratechery
  • Apple’s iPhone X Parts Cost $115 More Than iPhone 8, IHS Says — Bloomberg
  • Ben Thompson: What Clayton Christensen Got Wrong — Stratechery
  • Ben Thompson: Beyond the iPhone — Stratechery
  • Ben Thompson: Apple’s Organizational Crossroads — Stratechery
  • Ben Thompson: The Android Detour — Stratechery
  • Ben Thompson: Apple and the Oak Tree — Stratechery

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Episode 130 — The 50,000 Foot View

Ben and James walk through the history of Stratechery to explain why Facebook is inescapable for a podcast about tech and society.

Links

  • Ben Thompson: Tech Goes to Washington — Stratechery
  • John Gruber: Blackberry vs. iPhone — Daring Fireball (note: I said on the podcast this was written in 2007; it was written in 2008)
  • Ben Thompson: What Clayton Christensen Got Wrong — Stratechery
  • Ben Thompson: The State of Consumer Technology at the End of 2014 — Stratechery
  • Ben Thompson: Peak Google — Stratechery
  • Ben Thompson: Revisiting Peak Google, Again — Stratechery Daily Update
  • Ben Thompson: More Spectacles Mea Culpas — Stratechery Daily Update
  • Ben Thompson: Mobile Makes Facebook Just an App; That’s Great News — Stratechery
  • Ben Thompson: Google’s Earnings — Stratechery
  • Ben Thompson: Aggregation Theory — Stratechery
  • Ben Thompson: TV Advertising’s Suprising Strength — and Inevitable Fall — Stratechery
  • Ben Thompson: The Brexit Possibility — Stratechery
  • Ben Thompson: Dollar Shaving Club and the Disruption of Everything — Stratechery
  • Ben Thompson: The Voters Decide — Stratechery
  • Ben Thompson: Tech Goes to Washington — Stratechery
  • Ben Thompson: The Facebook Epoch — Stratechery
  • Facebook’s Earnings Call — Seeking Alpha
  • James Allworth: Founders and Motivations — Stratechery Daily Update
  • Ben Thompson: Manifestos and Monopolies — Stratechery
  • Ben Thompson: The Super-Aggregators and the Russians — Stratechery

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