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 171 — An Intra-west Debate

Ben and James discuss the U.S.-China trade war and the fundamental issues facing both countries generally and tech specifically.

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Episode 170 — A Perfect Meal

Ben and James discuss the Zoom and Slack IPOs in the context of Microsoft’s current success and long-term challenges.

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  • Ben Thompson: Microsoft, Slack, Zoom, and the SaaS Opportunity — Stratechery
  • Ben Thompson: The State of Technology at the End of 2018 — Stratechery
  • Ben Thompson: Google Fights Back — Stratechery
  • Ben Thompson: The End of Windows — Stratechery
  • Ben Thompson: Microsoft’s Earnings, Microsoft’s Growth Opportunities — Stratechery
  • Ben Thompson: Microsoft Build, Microsoft’s Strategic Clarity, An Interview with Microsoft CEO Satya Nadella — Stratechery
  • Ben Thompson: The Cost of Developers — Stratechery
  • Ben Thompson: Google Fights Back — Stratechery
  • Geoffrey Moore: To Succeed in the Long Term, Focus on the Middle Term — Harvard Business Review
  • Ben Thompson: Apple Should Buy Netflix — Stratechery
  • Ben Thompson: Services, Not Devices — Stratechery

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Episode 169 — Family-Friendly Disney

Ben and James discuss Disney’s recent announcements on streaming and what it says about not just TV but strategy broadly in the Internet era.

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  • Ben Thompson: Disney and the Future of TV — Stratechery
  • Ben Thompson: Disney and the Value of the Consumer Relationship, Disney’s Consolidation of Hulu, Comcast and AT&T — Stratechery Daily Update
  • Disney CEO Bob Iger Unveils Details on Disney+ Streaming Service — CNBC
  • Ben Thompson: Airbnb and the Internet Revolution — Stratechery

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Episode 168 — A Community of Loonies

Ben and James discuss why Internet regulation is coming, why it is probably necessary, and how it should be targeted.

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  • Ben Thompson: A Regulatory Framework for the Internet — Stratechery
  • New Livestreaming Legislation Fails to Take Into Account How the Internet Actually Works — The Conversation
  • Out of the Clouds and Into the Weeds: Cloudflare’s Approach to Abuse in New Products — Cloudflare
  • Unpacking the Stack and Addressing Complaints about Content — Cloudflare
  • Ben Thompson: Mark Zuckerberg’s Proposal, The Copyright Directive and Sunk Costs, You Say You Want Some Regulation — Stratechery Daily Update

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Episode 167 — YouTube and the End of Friction

Ben and James discuss the question of YouTube, why it’s similar and different from Facebook, and why engagement is both alluring and a potential problem.

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  • YouTube Executives Ignored Warnings, Letting Toxic Videos Run Rampant — Bloomberg
  • Ben Thompson: Apple’s Services Event — Stratechery
  • Ben Thompson: Mark Zuckerberg’s Proposal, The Copyright Directive and Sunk Costs — Stratechery Daily Update
  • Ben Thompson: YouTube and Toxic Videos, YouTube’s Problematic Incentives, Sins of Omission and Commission — Stratechery Daily Update
  • Ben Thompson: Friction — Stratechery
  • Ben Thompson: The Pollyannish Assumption — Stratechery
  • Ben Thompson: The Wall Street Journal and Apple News, The Problem with Regulating Content](https://stratechery.com/2019/the-wall-street-journal-and-apple-news-the-problem-with-regulating-content-australias-terrible-new-law/)

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Episode 166 — Fence-building vs. Axe-wielding

Ben and James discuss Senator Warren’s proposal to break up Big Tech, including why its history is wrong, why details matter, and what needs to be done instead. Plus, Spotify’s antitrust complaint against Apple.

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  • Senator Elizabeth Warren: Here’s how we can break up Big Tech — Medium
  • Ben Thompson: Where Warren’s Wrong — Stratechery
  • Ben Thompson: Amazon’s Price Parity Provision, The Amazon Marketplace Question — Stratechery Daily Update
  • Five Fast Facts About Apple’s Anti-competitive Behavior — Time To Play Fair (Spotify Website)
  • Ben Thompson: Spotify Files Antitrust Complaint Against Apple, Spotify and Warren, More Amazon Marketplace Changes — Stratechery Daily Update
  • James Allworth: The Blessing of Failure — Medium
  • Ben Thompson: Why Facebook Shouldn’t Be Allowed to Buy tbh — Stratechery
  • Ben Thompson: The Value Chain Constraint — Stratechery
  • Ben Thompson: The State of Technology at the End of 2018 — Stratechery
  • Ben Thompson: Ends, Means, and Antitrust — Stratechery
  • Ben Thompson: The European Commission Versus Android — Stratechery
  • Ben Thompson: Antitrust, the App Store, and Apple — Stratechery

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Episode 165 — Mark Zuckerberg’s Projected Self

Ben and James discuss Mark Zuckerberg’s latest missive, whether Facebook is actually changing anything, and wonder if the company will ever tell the unvarnished truth.

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  • Mark Zuckerberg: A Privacy-Focused Vision for Social Networking — Facebook
  • Ben Thompson: Facebook’s Privacy Cake — Stratechery
  • Ben Thompson: Facebook, Phones, and Phonebooks — Stratechery
  • Ben Thompson: The Social/Communications Map — Stratechery
  • After an “identity crisis,” Social Capital CEO Chamath Palihapitiya says he’s taught himself how to be happy again — Recode
  • Ben Thompson: The Audacity of Copying Well — Stratechery
  • Ben Thompson: Messaging: Mobile’s Killer App — Stratechery
  • Ben Thompson: Open, Closed, and Privacy — Stratechery
  • Facebook and Telegram Are Hoping to Succeed Where Bitcoin Failed — New York Times
  • Zeynep Tufekci: Why Zuckerberg’s 14-Year Apology Tour Hasn’t Fixed Facebook — Wired
  • Ben Thompson: Strategy Credit — Stratechery

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Episode 164 — Valuing Value Chains

Ben and James discuss Amazon, Walmart, and groceries, Google Cloud versus AWS, and why understanding value chains helps evaluate business opportunities.

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  • Ben Thompson: The Value Chain Constraint — Stratechery
  • Ben Thompson: Walmart’s Earnings, Walmart’s Grocery Business, Amazon’s Grocery Stumbles — Stratechery Daily Update
  • Ben Thompson: Amazon the Black Swan — Stratechery
  • Ben Thompson: Amazon’s New Customer — Stratechery
  • Ben Thompson: Walmart and the Multichannel Trap — Stratechery
  • Ben Thompson: Google Cloud Changes CEOs, Layers of Surprise (or Not), The VMWare Analogy — Stratechery
  • Ben Thompson: The Amazon Tax — Stratechery
  • Ben Thompson: Venture Capital and the Internet’s Impact — Stratechery
  • Facebook Mulled Multi-billion-dollar Acquisition of Gaming Giant Unity, Book Claims — Stratechery

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Exponent 163 — Publishers vs Apple News

Ben and James discuss Apple News as it is today, where Apple wants to take it in the future, and why publishers should push back.

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Exponent 162 — Why Exponent Isn’t on Spotify

Ben and James discuss Spotify’s move into podcasts and integration and modularity in value chains.

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  • Ben Thompson: Spotify’s Podcast Aggregation Play — Stratechery
  • Ben Thompson: Lessons From Spotify — Stratechery
  • Ben Thompson: Podcasts, Analytics, and Centralization — Stratechery
  • Ben Thompson: The Future of Podcasting — Stratechery
  • Ben Thompson: The BuzzFeed Lesson — Stratechery

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