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 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.

Links

  • 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.

Links

  • 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.

Links

  • 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.

Links

  • 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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Episode 161 — Vigilante Justice

Ben and James discuss Apple vs Facebook (and Google!).

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Episode 160 — Zeros All the Way Down

Ben and James discuss Netflix, why it is an Aggregator, and why Disney isn’t actually a competitor

Links

  • Ben Thompson: Netflix Flexes — Stratechery
  • Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
  • Ben Thompson: Apple Should Buy Netflix — Stratechery
  • Ben Thompson: Why TV Has Resisted Disruption — Stratechery
  • Ben Thompson: Why Disney and ESPN Will Be OK — Stratechery

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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.

Links

  • 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.

Links

  • 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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