Episode 059 — Fashion in PC Gaming

Ben and James discuss PC Gaming and the fascinating way in which it monetizes, leading to a wide-ranging discussion about how business has changed because of the Internet. This episode is sponsored by Wealthfront. See recommended portfolios and get up to $15,000 managed for free by visiting Wealthfront.com/Exponent. Links Chris Dixon: Lessons From the PC Video Game Industry — Medium Jared Sinclar: Saving the iPad — JaredSinclair.com Ben Thompson: Grantland and the (Surprising) Future of Publishing — Stratechery Ben Thompson: TensorFlow and Monetizing Intellectual Property — Stratechery Justin Williams: The Chicken or the iPad Pro — Medium Ben Thompson: Games … Continue reading Episode 059 — Fashion in PC Gaming

Episode 043 – Project Fi and Facebook’s Feed

In this week’s episode Ben and James discuss the prospects for Google’s Project Fi as well as Facebook’s decision to change their News Feed algorithm Links Project Fi – Google Ben Thompson: Google Launches Project Fi – Stratechery Daily Update (members-only) How Google’s Project Fi pricing stacks up to the competition – Ars Technica Ben Thompson: Google to Become MVNO? – Stratechery Daily Update Google Fiber plans expansion, then TWC makes speeds six times faster – Ars Technica Ben Thompson: Facebook and the Feed – Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed … Continue reading Episode 043 – Project Fi and Facebook’s Feed

Episode 013: BuzzFeed and Native Advertising

In this week’s episode we discuss feedback about Ben’s Android criticism, then dive into Andreessen Horowitz’s $50 million investment into BuzzFeed. Is there a real business here? We also discuss native advertising: Ben is quite a bit more optimistic than James. Links Ben Thompson: Is BuzzFeed a Technology Company? – Stratechery Chris Dixon: BuzzFeed – Chris Dixon’s Blog Marc Andreessen: Introducing our new venture capital firm Andreessen Horowitz – Blog Pmarca Ben Casselman: Corporate America Hasn’t Been Disrupted – 538 Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback

Episode 012: The Internet Rainforest

In this week’s episode we discuss how the Internet is enabling not only big winners, but also small, focused niche players, and why that’s exciting. We also discuss the impact this transition will have on society, follow up on last week’s integrated/modular discussion, and in a special “After Dark” segment briefly discuss Ben’s recent experience with Android and theorize that the Android/iOS are at equilibrium. Links Ben Thompson: Daily Update: Micromax Wins on Local Taste – Stratechery (members-only) Rohin Dharmakumar: Can Micromax Become India’s Leading Smartphone Maker? – Forbes India Ben Thompson: How Technology is Changing the World (P&G Edition) … Continue reading Episode 012: The Internet Rainforest

Episode 011: Red Pill or Blue Pill?

In this episode we discuss this tweet of Ben’s: Apple has a monopoly on the iOS market. And monopolies are profitable. — Ben Thompson (@monkbent) July 25, 2014 We also discuss the news that OKCupid and Facebook are running tests on their users. Links Fabian Giesen: What I mean when I say “I think VR is bad news” – Github Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes Twitter Feedback

Episode 010: Clap on Three

In this episode we discuss feedback about Uber and pricing, then discuss Ben’s recent articles on Microsoft and Apple/IBM. Ben Thompson: It’s Time to Split Up Microsoft – Stratechery Ben Thompson: Big Blue and Apple’s Soul – Stratechery (Note: We recorded this show before this piece was written) We had some technical difficulties while recording this show, so we apologize in advance if there are any issues. Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes Twitter Feedback

Episode 009: The Societal Perspective

In this episode we first defend surge pricing before continuing our debate from last week: is society better off when corporations try to innovate, or would we be better off if we left the innovation to startups? Your answer to this question may change your opinion of Silicon Valley. Nick Kokonas: Tickets for Restaurants – Alinea Restaurant James Allworth: Heavy Rain and Black Cars – Medium Note: In the podcast Ben talks about owning a lot of Microsoft stock; to be clear that was while he was an employee. As a matter of policy he does not hold any individual … Continue reading Episode 009: The Societal Perspective

Episode 008: Debating Disruption

In this episode we take on the validity of Disruption Theory in three parts: A discussion of Jill Lepore’s New Yorker article attacking disruption, as well as the debate that surrounded the article Ben’s article from last fall “What Clayton Christensen Got Wrong” A deeper discussion about whether or not managers can really do anything about true disruption, and whether or not they should even try The quote referenced at the ending from Jill Lepore’s article on political polarization is as follows: “But intellectuals, as Bruno Latour once pointed out, are nearly always one critique too late: “entire Ph.D. programs … Continue reading Episode 008: Debating Disruption

Episode 005: The World Has Changed

This episode surprised us; through a discussion of who is at fault in the latest series of new vs old-world spats, we realized that not only has the Internet fundamentally changed winners-and-losers, but also the very nature of economic competition and the type of regulation that is required. Topics & Links Mathew Ingram: Giants Behaving Badly – GigaOm Google v MetaFilter Matt Haughey: On the Future of MetaFilter – Medium Journalism v Facebook Mike Hudack: A Rant About the State of Media – Facebook Ben Thompson: Newspapers are Dead; Long Live Journalism – Stratechery Amazon v Publishers Ben Thompson: Publishers’ … Continue reading Episode 005: The World Has Changed

Episode 001 – The Garbage Truck Song

In this, the first episode of the Exponent podcast, we talk about our background, Microsoft and disruption, and the meaning of culture. We also explore our goals for this podcast, and just a bit about Taiwanese garbage trucks. Show Notes: If Steve Ballmer Ran Apple link The Halo Effect:…and Eight Other Business Delusions that Deceive Managers link Skating Towards the Goal link Bill Gates’ Steve Jobs Moment link Friction link Note: The Internet Explorer rendering engine is called Trident, not Triton