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 … Continue reading Episode 189 — Bundles

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 042 — Monopolizing Your Ears

In this week’s episode Ben and James thank John Siracusa then dive into the EU’s antitrust investigation of Google and discuss whether or not antitrust is more or less important in technology. Links John Siracusa: OS X Reviewed – Hypercritical John Siracusa: OS X 10.10 Yosemite Review Conclusion – Ars Technica Ben Thompson: Growing Apple at WWDC – Stratechery Danny Sullivan: Analyzing the EU’s Antitrust Charges Against Google Over Shopping Search – Search Engine Land Chris Dixon: Proprietary Services vs Open Protocols – Medium Ev Williams: Sometimes Things Stay Stuck – Medium Exponent Episode 005: The World Has Changed – … Continue reading Episode 042 — Monopolizing Your Ears

Episode 041 – Bubbles

In this week’s episode Ben and James discuss whether or not there is a bubble, as well as a bit on the Apple Watch. Please note this was recorded before the Apple Watch reviews were released. Links Ben Thompson: It’s Not 1999 – Stratechery The Unicorn List – Fortune Ben Thompson: The Multitudes of Social – Stratechery Bill Gurley: Investors Beware: Today’s $100M+ Late-stage Private Rounds Are Very Different from an IPO – Above the Crowd Turd on the Front Porch – The Talk Show Ben Thompson: Apple Watch’s Bad Messaging – Stratechery (members-only) David Pierce: iPhone Killer: The Secret … Continue reading Episode 041 – Bubbles

Episode 040 – BuzzFeed and Amazon

In this week’s episode Ben and James discuss BuzzFeed in the context of the Brother Orange story, then talk about Amazon’s Dash Button and Home Services initiative, along with a dive into the technical details of Amazon’s balance sheet (sorry, it’s a bit dry) and why Ben is nervous. Links Matt Stopera: I Followed My Stolen iPhone Across The World, Became A Celebrity In China, And Found A Friend For Life – BuzzFeed Ben Thompson: Why BuzzFeed is the Most Important News Organization in the World – Stratechery Matt Stopera: Who Is This Man And Why Are His Photos Showing Up … Continue reading Episode 040 – BuzzFeed and Amazon

Episode 039 – Lando Calrissian Publishers

In this week’s episode Ben and James follow up on last week’s episode, introduce the Toilet Bowl philosophy of career development, and then dive into the future of publishers in the world of Facebook. Due to some technical issues there is a rather abrupt stop at the end – sorry about that! Links Ben Thompson: The Facebook Reckoning – Stratechery How Vox.com Approaches Publishing on Facebook – Vox Marketing Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback

Episode 038 – Feeds and Speeds for Life

In this week’s episode Ben and James discuss why California is unique, diversity and inequality, James’ work on “How Will You Measure Your Life”, making decisions, and whether or not business school was worth it for us. Links Clayton Christensen, James Allworth, Karen Dillon: How Will You Measure Your Life – Website, Amazon Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback

Episode 037 – Apple Watch, Take Two

In this week’s episode Ben and James discuss the recent Apple Event, including the MacBook and Apple Watch Links Ben Thompson: Mobile First – Stratechery Ben Thompson: “Geeks are not just unqualified to explain the new MacBook, they’re anti-qualified” – Twitter Ben Thompson: How Apple Will Make the Wearable Market – Stratechery Matthew Panzarino: The Apple Watch is Time, Saved – TechCrunch “Really” Windows Phone commercial – YouTube David Platt: Apple iPhone Debut to Flop, Product to Crash in Flames – Suckbusters Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback

Episode 036 – Tradeoffs

In this week’s episode Ben and James discuss tradeoffs in the context of net neutrality, AT&T’s new gigabit service, and Lenovo’s Superfish debacle Note: when talking about the history of cable, Ben kept saying “companies” instead of “communities.” Sorry for the confusion! Links Ben Thompson: Netflix and Net Neutrality – Stratechery Ben Thompson: Net Neutrality! (analyzing the current proposal) – Stratechery (members-only) This Week in Tech: Superfishy – Twit.TV Ben Thompson: Lenovo’s Superfish Debacle, AT&T Prices Privacy – Stratechery (members-only) Jon Matonis: Silent Circle And Vertu Partner On $10,000 Phone – Forbes Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard … Continue reading Episode 036 – Tradeoffs

Episode 035 – Fascinating

We apologize for the late delivery of this podcast! In this week’s episode Ben and James discuss why Apple is so fascinating, why the Mac lost to Windows, debate whether or not Google should have open-sourced Android, and discussed the implications of Apple’s new market – your entire life Also, please note that there will no episode later this week due to Chinese New Year. Links John Gruber: Dazzling Results – Daring Fireball Ben Thompson: Apple’s New Market – Stratechery Rita McGrath: The End of Competitive Advantage – Kindle Ben Thompson: The Uncanny Valley of a Functional Organization – Stratechery … Continue reading Episode 035 – Fascinating