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 148 — Facebook Fatigue

Ben and James discuss Mark Zuckerberg’s appearances before Congress, and try to sort out exactly which Facebook issues matter, and which don’t.

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

Links

  • Ben Thompson: The Facebook Current — Stratechery
  • Zeynep Tufekci: Why Zuckerberg’s 14-Year Apology Tour Hasn’t Fixed Facebook — Wired
  • Ben Thompson: Fake News — Stratechery
  • The Toutiao Apology — China Media Project
  • Growth At Any Cost: Top Facebook Executive Defended Data Collection In 2016 Memo — And Warned That Facebook Could Get People Killed — BuzzFeed
  • Ben Thompson: The Facebook Brand — Stratechery
    There’s Always a Bigger Fish
  • 2018 Antitrust and Competition Conference: Digital Platforms and Concentration — Stigler Center

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Episode 147 — There’s Always a Bigger Fish

Ben and James discuss Microsoft’s reorganization, how Satya Nadella has managed the decline of Windows, and how it applies to Apple and services.

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

Links

  • Ben Thompson: The End of Windows — Stratechery
  • Ben Thompson: Stratechery 4.0 — Stratechery
  • Ben Thompson: Services, Not Devices — Stratechery
  • Ben Thompson: The Curse of Culture — Stratechery
  • Ben Thompson: The Truth About Windows and the Mac — Stratechery
  • Ben Thompson: Microsoft’s Monopoly Hangover — Stratechery
  • Ben Thompson: Why Microsoft’s Reorganization Is a Bad Idea — Stratechery
  • Ben Thompson: Redmond and Reality — Stratechery
  • Ben Thompson: Apple’s Organizational Crossroads — Stratechery
  • The Seven-Year Itch: How Apple’s Marriage to Siri Turned Sour — The Information
  • Ben Thompson: The Disruption of IBM — Stratechery

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Episode 146 — Facebook’s Real Mistake

Ben and James discuss Facebook’s current crisis, and why almost everyone misunderstands what the company did wrong: the problem isn’t advertising, it was Facebook’s desire to be a platform.

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

Links

  • James Allworth: What the F*** Was Facebook Thinking — Medium
  • Ben Thompson: The Facebook Brand — Stratechery
  • Ben Thompson: Tim Cook’s Unfair and Unrealistic Privacy Speech — Stratechery
  • Mark Zuckerberg’s Reckoning: ‘This Is a Major Trust Issue’ — The New York Times
  • Ben Thompson: Mobile Makes Facebook Just an App; That’s Good News — Stratechery
  • Nicholas Thompson: Mark Zuckerberg Talks to Wired About Facebook’s Privacy Problem — Wired
  • Ben Thompson: The Voters Decide — Stratechery

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Episode 145 — Qualcomm, Patents, and Innovation

Ben and James discuss President Trump’s intervention in Broadcom’s takeover of Qualcomm, the problem with patents, and whether or not markets inherently overvalue short-term thinking.

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

Links

  • Ben Thompson: Qualcomm,National Security, and Patents — Stratechery
  • Dr. L. J. Hart-Smith: Out-Sourced Profits — The Cornerstone of Successful Subcontracting — Boeing Paper

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Episode 144 — 90s Alt Forever

Ben and James discuss Spotify’s F-1, why Spotify isn’t Netflix, and why record companies are doing well even though they are acting sub-optimally.

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

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Episode 143 — Dilly-Dallying Dropbox

Ben and James discuss Dropbox’s S-1 and why the company is a success but still a disappointment. Plus, why companies should go public sooner.

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

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Episode 142 (Updated) — Google and Antitrust

Ben and James discuss Google’s recent moves around blocking ads and promoting AMP and whether they raise antitrust questions. Plus, why Microsoft couldn’t have stopped Google, and why cryptocurrencies are aggregator kryptonite.

NOTE: The previous version of this episode was not edited in the middle. There is no new content in this episode, but it should be easier to listen to.

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

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Episode 141 — The Mailbag Episode

Ben and James answer reader questions. Topics include business school, career advice, the nature of strategy, creating the next Silicon Valley, and how governments should deal with the disruptions caused by the Internet.

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

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Episode 140 — The Products They Built Along the Way

Ben and James discuss Apple’s strategy of monetizing its customer base, how that explains HomePod, and whether or not it is a problem.

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

Links

  • Ben Thompson: Apple’s Middle Age — Stratechery
  • Ben Thompson: Books to Blogs — Stratechery
  • Ben Thompson: Apple and the Oak Tree — Stratechery
  • Ben Thompson: The Lessons and Questions of the iPhone X and the iPhone 8 — Stratechery
  • Ben Thompson: Apple is Not a Services Company — Stratechery Daily Update
  • NOTE: Apple has taken down the supplemental financial information from Q1 2016 that I referred to on this podcast. You can see the old link in this press release
  • Ben Thompson: Is HomePod Late? — Stratechery Daily Update
  • James Allworth: The Blessing of Failure — Medium
  • Ben Thompson: Beyond the iPhone — Stratechery
  • Ben Thompson: Apple’s Organizational Crossroads — Stratechery
  • Ben Thompson: Apple at Its Best — Stratechery

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