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 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.

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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

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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.

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Episode 105 — The Most Political

Ben and James discuss Mark Zuckerberg’s manifesto, the problem with regulation, and why Facebook needs exactly that.

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Links

  • Mark Zuckerberg: Building Global Community — Facebook
  • Ben Thompson: Manifestos and Monopolies — Stratechery
  • Ben Thompson: Inspired Media — Stratechery
  • James Allworth: Founders and Motivation — Stratechery
  • The Ezra Klein Podcast: Tim Wu’s Interesting, Unusual, Fascinating Life — Panoply

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Episode 104 — Snap’s Gingerbread Strategy

Ben and James compare Snap and Facebook to Apple and Microsoft, and worry that Snap’s business is misaligned.

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Links

  • Ben Thompson: Snap’s Apple Strategy — Stratechery
  • Ben Thompson: The Truth About Windows Versus the Mac — Stratechery
  • Ben Thompson: What Clayton Christensen Got Wrong — Stratechery
  • Ben Thompson: The Audacity of Copying Well — Stratechery
  • Ben Thompson: Aggregation Theory — Stratechery
  • Ben Thompson: Snapchat Spectacles and the Future of Wearables — Stratechery
  • Ben Thompson: Old-Fashioned Snapchat — Stratechery

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Episode 103 — Dull Knives Don’t Cut

Ben and James discuss what kind of politicians and products cut through in the Internet age, and why they are profoundly different than what worked before.

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Episode 102 — Snakes and Ladders

Ben and James discuss the history of messaging apps, the rise of Snapchat, and why Instagram Stories was such a brilliant move.

NOTE: The original audio file had a problem at the 36:50 mark; if you encounter this, please delete the file from your podcast app and re-download.

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Links

  • Ben Thompson: The Audacity of Copying Well — Stratechery
  • Ben Thompson: Snapchat’s Ladder — Stratechery
  • Ben Thompson: Facebook, Phones, and Phonebooks — Stratechery
  • Ben Thompson: Snapchat User Growth Concerns, What Makes Snapchat Valuable? — Stratechery

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Episode 101 — TV is the Oak Tree

Ben and James discuss why different types of media have responded to the Internet with varying degrees of success.

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Links

  • Ben Thompson: The Great Unbundling — Stratechery
  • Chris Dixon: How Bundling Benefits Sellers and Buyers — cdixon blog
  • The Netflix Backlash: Why Hollywood Fears a Content Monopoly — Hollywood Reporter
  • Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
  • Ben Thompson: The Jobs That TV Does — Stratechery
  • James Allworth: The Blessing of Failure — Medium

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Episode 100 — The Anniversary Episode: iPhone and Exponent

Ben and James celebrate two milestones: 10 years for the iPhone, and 100 episodes for Exponent. This is a good one: it in many respects summarizes the entire run of both Exponent and Stratechery.

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Links

  • Ben Thompson: The Ten Year Anniversary of the Apple TV — Stratechery
  • Ben Thompson: What Clayton Christensen Got Wrong — Stratechery
  • Ben Thompson: Beyond Disruption — Stratechery
  • Ben Thompson: Shameless Samsung — Stratechery
  • Ben Thompson: How Apple Creates Leverage, and the Future of Apple Pay — Stratechery
  • Ben Thompson: From Products to Platforms — Stratechery
  • Ben Thompson: Friction — Stratechery
  • Ben Thompson: The Voters Decide — Stratechery
  • Ben Thompson: TV Advertising’s Surprising Strength — And Inevitable Fall — Stratechery

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Episode 099 — Fate Has a Sense of Irony

Ben and James discuss Amazon Alexa and the history of operating systems

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Episode 098 — Shattered Glass

Ben and James discuss real estate and Opendoor, and the types of startups that will succeed in the future.

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