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 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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Episode 129 — The Disruption Antidote

Ben and James discuss why acquisitions should be the focus of tech regulators in the context of Facebook buying tbh today, and Instagram and WhatsApp previously.

Links

  • Ben Thompson: Why Facebook Shouldn’t Be Allowed to Buy TBH — Stratechery
  • Marco Arment: The Impossible Dream of USB-C — Marco.org
  • Ben Thompson: Peak Google — Stratechery
  • Ben Thompson: Mobile Makes Facebook Just an App; That’s Great News — Stratechery
  • Ben Thompson: Revisiting Peak Google, Again — Stratechery Daily Update
  • Ben Thompson: Defining Aggregators — Stratechery

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Episode 128 — Counterfactuals

Ben and James discuss the structure that leads to gatekeepers and abusers like Harvey Weinstein, and why it is so dangerous to accept as fact that the world was better before the Internet.

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Episode 127 — The Worst-Case Scenario

Ben and James discuss Facebook and where both its critics and executives go wrong. It’s time for everyone to consider the worst-case scenarios.

NOTE: We unfortunately had significant audio issues this week on both sides (which, by the way, had nothing to do with the cut cable referenced in the podcast ). Our apologies.

Presented by MailChimp

Links

  • Ben Thompson: Defining Aggregators — Stratechery
  • This is why tech companies won’t disclose content of Russian ads — The Outline
  • Ben Thompson: Trustworthy Networking — Stratechery
  • Ben Thompson: Manifestos and Monopolies — Stratechery
  • Ben Thompson: The Voters Decide — Stratechery
  • The Barriers Stopping Poor People From Moving to Better Jobs — The Atlantic
  • Exclusive interview with Facebook’s Sheryl Sandberg — Axios
  • Ben Thompson: The GDPR and Facebook and Google, Intelligent Tracking Prevention, Data Portability and Social Graphs — Stratechery Daily Update

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Episode 126 — Getting to the Future Faster

Ben and James discuss the development of theory, why blogs have disrupted books, and why too many in tech are too pessimistic about humanity.

Presented by MailChimp

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Episode 125 — The Super-Aggregators

Ben and James discuss the different levels of aggregation, Facebook and Russian ads, and why it’s worth defending the future.

Presented by MailChimp

Links

  • Ben Thompson: The Super-Aggregators and the Russians — Stratechery
  • Facebook Enabled Advertisers to Reach ‘Jew Haters’ — ProPublica
  • Ben Thompson: Inspired Media — Stratechery
  • James Allworth: Technology Has Become Water — Medium
  • Sheryl Sandberg on Facebook Advertising Changes — Facebook
  • Dollar Shave Club and the Disruption of Everything — Stratechery
  • Ben Thompson: Everything is Changing; So Should Antitrust — Stratechery

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Episode 124 — The Watch, The Phone, The Beatles

Ben and James discuss Apple’s the cellular Apple Watch, the iPhone X and 8 markets, and whether the opening was over-the-top.

Presented by MailChimp

Links

  • Episode 018: Agree to Disagree — Exponent
  • Ben Thompson: The Lessons and Questions of the iPhone X and the iPhone 8 — Stratechery
  • Ben Thompson: The Cellular Apple Watch — Stratechery Daily Update
  • Ben Thompson: Apple Watch: Asking Why and Saying No — Stratechery
  • Ben Thompson: What I Got Wrong About Apple Watch — Stratechery
  • Ben Thompson: Beyond the iPhone — Stratechery
  • Wearable Fitness Devices Don’t Seem to Make You Fitter — New York Times
  • Ben Thompson: What Clayton Christensen Got Wrong — Stratechery
  • Ben Thompson: Apple’s China Problem — Stratechery
  • Ben Thompson: Best — Stratechery
  • Ben Thompson: Apple, Samsung, and the Parable of the Model T — Stratechery

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Episode 123 — There Is No Going Back

Ben and James discuss the why it is Ben can’t stop talking about Aggregation Theory, and the future of regulation.

Presented by MailChimp

Links

  • Episode 016: Naked People (James first trip to Burning Man) — Exponent
  • Ben Thompson: Everything is Changing; So Should Antitrust — Stratechery
  • Ben Thompson: TV Advertising’s Strength — and Inevitable Fall — Stratechery
  • Ben Thompson: Ad Agencies and Accountability — Stratechery
  • Ben Thompson: Paypal’s Incentive Problem — Stratechery
  • Ben Thompson: Aggregation Theory — Stratechery
  • Ben Thompson: Dollar Shave Club and the Disruption of Everything — Stratechery
  • Episode 005: The World Has Changed — Exponent
  • Ben Thompson: Antitrust and Aggregation — Stratechery
  • Ben Thompson: Google and the New America Foundation — Stratechery
  • John Gruber: “NYT: ‘Fake Russian Facebook Accounts
    Bought $100,000 in Political Ads’” — Daring Fireball

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