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 159 — Inverted Pyramids

Ben and James discuss open source in a cloud world, how enterprise value chains have changed, and AWS versus Microsoft.

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Episode 158 — A Significant Shift

Ben and James discuss Apple’s revenue warning and the company’s shift to services.

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  • Ben Thompson: Apple’s Errors — Stratechery
  • Letter from Tim Cook to Apple Investors — Apple
  • Ben Thompson: Two Bears — Stratechery
  • Ben Thompson: Apple’s China Problem — Stratechery
  • Ben Thompson: CES and the Unification of Computing and Consumer Electronics, Google Assistant and Integration, The Modular Competition — Stratechery Daily Update
  • Ben Thompson: The Android Detour — Stratechery
  • Ben Thompson: Apple Should Buy Netflix — Stratechery

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Episode 157 — Clumping and Clustering

James and Ben talk about the connection between Jobs to be Done and Aggregation Theory, why the consumer and enterprise markets are so different, and discomfort with big companies like Google.

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  • Ben Thompson: Aggregators and Jobs-to-be-Done — Stratechery
  • Ben Thompson: The Scooter Economy — Stratechery
  • Ben Thompson: Aggregation Theory — Stratechery
  • Ben Thompson: The Jobs TV Does — Stratechery
  • Ben Thompson: The State of Technology at the End of 2018 — Stratechery
  • Ben Thompson: What Clayton Christensen Got Wrong — Stratechery
  • Ben Thompson: Data Factories — Stratechery
  • Ben Thompson: Slack versus Teams — Stratechery
  • Ben Thompson: Antitrust, the App Store, and Apple — Stratechery

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Episode 156 — Rent-Seeking

Exponent is back, kind of.

Ben and James talk about Apple’s case in front of the Supreme Court, and debate whether the company is acting anti-competitively with its App Store policies.

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Episode 155 — The End, For Now

Exponent is taking a break, for now anyways. We couldn’t be more grateful for everyone that has given us so much of their time.

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Episode 154 — Legacy Leverage

Ben and James discuss Microsoft’s acquisition of GitHub.

Note: This is the last episode of the season; Exponent will return in the fall

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

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Episode 153 — Black Holes

Ben and James continue their discussion on why aggregators and platforms are different and why it matters for big companies, competitors, and regulators.

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

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Episode 152 — Platforms Versus Aggregators

Ben and James continue to discuss the differences between platforms and aggregators, including Facebook, Microsoft, Apple, Google, Netflix, Amazon, and Uber.

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

Links

  • Ben Thompson: The Moat Map — Stratechery
  • Ben Thompson: Books and Blogs — Stratechery
  • Ben Thompson: Zillow, Aggregation, and Integration — Stratechery
  • Ben Thompson: Tech’s Two Philosophies — Stratechery
  • Ben Thompson: Casual Gaming is a Sustainable Business, but Not a Platform Differentiator — Stratechery
  • Ben Thompson: Why Doesn’t Apple Enable Sustainable Businesses on the App Store? — Stratechery
  • Ben Thompson: Apple’s China Problem — Stratechery

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Episode 151 — Two by Twos

Ben and James discuss the differences between Facebook, Google, Microsoft and Apple specifically, and the differences between aggregators and platforms generally.

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

Links

  • Google Duplex Demo — YouTube
  • Ben Thompson: Tech’s Two Philosophies — Stratechery
  • Note: The Steve Jobs videos are in the above article
  • Ben Thompson: Platforms Versus Aggregators — Stratechery Daily Update
  • Ben Thompson: Manifestos and Monopolies — Stratechery
  • Ben Thompson: Face is Not the Future — Stratechery
  • Ben Thompson: From Products to Platforms — Stratechery
  • Ben Thompson: Why Doesn’t Apple Enable Sustainable Businesses on the App Store? — Stratechery

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Episode 150 — Round Numbers

Ben and James discuss how Apple and Amazon’s focus on the customer experience protects them from low-end disruption.

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

Links

  • Ben Thompson: Divine Discontent: Disruption’s Antidote — Stratechery
  • Ben Thompson: What Clayton Christensen Got Wrong — Stratechery
  • Ben Thompson: The $550 iPhone 5C Makes Perfect Sense — Stratechery
  • GRAPH: The Disruptive Innovation Model — Harvard Business Review
  • Louis C K: Everything Is Amazing and Nobody is Happy — YouTube
  • Ben Thompson: Why Microsoft’s Reorganization Is a Bad Idea — Stratechery
  • Ben Bajarin: Top Takeaways From Studying iPhone X Owners — Tech.Pinions

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