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 189 — Bundles

Ben and James discuss the state of bundles in 2020, including Netflix, Amazon, Disney, Microsoft, and Apple.

Links

  • Ben Thompson: 2020 Bundles — Stratechery
  • Ben Thompson: The Great Unbundling — Stratechery
  • Reed Hastings: 2018 Q4 Letter to Shareholders — Netflix
  • Growth At Any Cost: Top Facebook Executive Defended Data Collection In 2016 Memo — And Warned That Facebook Could Get People Killed — BuzzFeed News
  • Ben Thompson: Manifestos and Monopolies — Stratechery
  • Ben Thompson: Facebook Lenses — Stratechery
  • Casey Newton: Mark in the Middle — The Verge
  • Ben Thompson: Losing My Amazon Religion — Stratechery
  • Ben Thompson: The Jobs TV Does — Stratechery
  • Ben Thompson: The Sports Linchpin — Stratechery
  • Ben Thompson: Apple’s “Time Flies” Event, Apple One, Fitness+ and Peloton — Stratechery
  • Ben Thompson: PS5 and Xbox, Sony’s Console, Microsoft’s Service — Stratechery

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Episode 188 — Big Tech, Antitrust, and Democracy

Ben and James discuss the antitrust subcommittee hearing, the problems of mixing antitrust and Aggregators, and how to think about regulation and democracy.

Links

  • Ben Thompson: Antitrust Politics — Stratechery
  • The New York Times: Here’s which tech C.E.O. was asked the most questions by lawmakers. — NY Times
  • Ben Thompson: Why Doesn’t Apple Enable Sustainable Businesses on the App Store? — Stratechery
  • Ben Thompson: Apple’s China Problem — Stratechery
  • Ben Thompson: The Antitrust Hearing, The Role of Congress, CEO Questions — Stratechery Daily Update
  • Ben Thompson: A Framework for Regulating Competition on the Internet — Stratechery
  • Ben Thompson: Ends, Means, and Antitrust — Stratechery
  • James Allworth: Prioritizing Economics is Crippling the U.S. Economy — Medium
  • Ben Thompson: TikTok Key Money, Rule By Law, China Gaslighting — Stratechery Daily Update
  • Ben Thompson: Tech and Trump: The Meeting — Stratechery Daily Update

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Episode 187 — India, TikTok, and the U.S.

Ben and James discuss the Indian internet, TikTok, and whether or not the U.S. should ban it.

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Episode 186 — Speech and Systems

Ben and James discuss the current protests and Facebook’s decision to not take down Trump tweets.

Links

  • Ben Thompson: Zero Trust Information — Stratechery
  • Ben Thompson: Dust in the Light — Stratechery
  • Ben Thompson: Zuckerberg’s Choice, Zuckerberg’s Power, Zuckerberg’s Conviction — Stratechery
  • Principle Stacks — Exponent

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Episode 185 — Open, Free, and Spotify

Ben and James discuss Dithering, how Spotify is like Facebook, and a bit about working from home.

Links

  • Ben Thompson & John Gruber: Dithering — Dithering
  • Ben Thompson: Dithering and Open Versus Free — Stratechery
  • Ben Thompson: The Daily Update Podcast — Stratechery
  • Ben Thompson: Spotify’s Podcast Aggregation Play — Stratechery
  • Ben Thompson: America Wakes Up?, An Interview with Matt Mullenweg About Working From Homey — Stratechery Daily Update

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Episode 184 — Good is Better than Perfect

Ben and James discuss masks and Twitter’s decision to delete tweets about COVID-19.

Links

  • Zeynep Tufekci: Why Telling People They Don’t Need Masks Backfired — The New York Times
  • Ben Thompson: Unmasking Twitter — Stratechery
  • Ben Thompson: Compaq and Coronavirus — Stratechery
  • Ben Thompson: Zero Trust Information — Stratechery
  • China’s Decision to Leave Asymptomatic Patients off Coronavirus Infection Tally Sparks Debate — Caixin
  • Ben Thompson: Apple’s Organizational Crossroads — Stratechery
  • Ben Thompson: Books and Blogs — Stratechery
  • Why It’s So Freaking Hard To Make A Good COVID-19 Model — FiveThirtyEight

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Episode 183 — A Search for Everything

Ben and James contrast U.S. and China’s response to the coronavirus, and the choices facing society about how to handle information.

Links

  • Ben Thompson: Apple’s Earnings, Slowing Services Growth, Apple and the Coronavirus — Stratechery
  • Ben Thompson: Economic Power in the Age of Abundance — Stratechery
  • Ben Thompson: The Corona Virus Whistleblowers; NBA Salary Cap Decreases; Apple, Benefits, and Risks — Stratechery
  • Ben Thompson: Disney and COVID-19, The Coronavirus IPO, In Defense of Twitter — Stratechery
  • Ben Thompson: Zero Trust Information — Stratechery
  • Ben Thompson: The Internet and the Third Estate — Stratechery

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Episode 182 — Scale Scale Scale

Ben and James discuss the FTC’s decision to block the acquisition of Harry’s Razors, the DTC market, and the difference between being a monopoly and being too big.

Links

  • Ben Thompson: Apple’s Investor Warning, Foxconn’s Investor Warning, An Interview with Dan Wang — Stratechery Daily Update | Daily Update Podcast
  • Ben Thompson: Email Addresses and Razor Blades — Stratechery
  • Ben Thompson: Dollar Shave Club and the Disruption of Everything — Stratechery
  • Ben Thompson: First, Do No Harm — Stratechery
  • Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
  • Ben Thompson: The Local News Business Model — Stratechery
  • Ben Thompson: Brandless Closes, The DTC Facebook Challenge, DTC Versus Softbank — Stratechery Daily Update
  • Ben Thompson: Morgan Stanley Acquires E*Trade, Intuit Reportedly Acquiring Credit Karma, User Acquisition and Market Power — Stratechery Daily Update

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Episode 181 — Competing with Spotify and Regulating Acquisitions

Ben and James discuss Ben’s new Daily Update Podcast, and why Exponent is not on Spotify. Then, should regulators roll back acquisitions or prioritize the avoidance of unintended consequences?

Links

  • Ben Thompson: The Daily Update Podcast — Stratechery
  • Ben Thompson: The Rationale Behind the Daily Update Podcast, Podcasts and Email, Spotify and the Three Bens — Stratechery Daily Update
  • Ben Thompson: Spotify’s Podcast Aggregation Play — Stratechery
  • Ben Thompson: Spotify Earnings, Podcasts and Lifetime Value, The Ringer Acquisition — Stratechery Daily Update
  • Ben Thompson: First, Do No Harm — Stratechery
  • Ben Thompson re: Facebook Acquiring Instagram in 2011: Twitter
  • Eric Jackson: Why the FTC Should Block Facebook’s Acquisition of Instagram — Forbes
  • Ben Thompson: The End of the Beginning — Stratechery
     

 

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Episode 180 — It’s Been a Week

Ben and James eulogize Professor Clayton M. Christensen

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