Episode 155 — The End, For Now

Exponent is taking a break, for now anyways. We couldn’t be more grateful for everyone that has given us so much of their time. Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by WordPress.com

Episode 154 — Legacy Leverage

Ben and James discuss Microsoft’s acquisition of GitHub. Note: This is the last episode of the season; Exponent will return in the fall Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: The Cost of Developers — Stratechery Ben Thompson: The End of Windows — Stratechery Ben Thompson: Redmond and Reality — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by WordPress.com

Episode 153 — Black Holes

Ben and James continue their discussion on why aggregators and platforms are different and why it matters for big companies, competitors, and regulators. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: The Bill Gates Line — Stratechery Ben Thompson: Manifestos and Monopolies — Stratechery Ben Thompson: The Case Against Google — Stratechery Daily Update Ben Thompson: Why Facebook Shouldn’t Be Allowed to Buy tbh — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by WordPress.com

Episode 152 — Platforms Versus Aggregators

Ben and James continue to discuss the differences between platforms and aggregators, including Facebook, Microsoft, Apple, Google, Netflix, Amazon, and Uber. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: The Moat Map — Stratechery Ben Thompson: Books and Blogs — Stratechery Ben Thompson: Zillow, Aggregation, and Integration — Stratechery Ben Thompson: Tech’s Two Philosophies — Stratechery Ben Thompson: Casual Gaming is a Sustainable Business, but Not a Platform Differentiator — Stratechery Ben Thompson: Why Doesn’t Apple Enable Sustainable Businesses on the App Store? — Stratechery Ben Thompson: Apple’s China Problem — Stratechery … Continue reading Episode 152 — Platforms Versus Aggregators

Episode 151 — Two by Twos

Ben and James discuss the differences between Facebook, Google, Microsoft and Apple specifically, and the differences between aggregators and platforms generally. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Google Duplex Demo — YouTube Ben Thompson: Tech’s Two Philosophies — Stratechery Note: The Steve Jobs videos are in the above article Ben Thompson: Platforms Versus Aggregators — Stratechery Daily Update Ben Thompson: Manifestos and Monopolies — Stratechery Ben Thompson: Face is Not the Future — Stratechery Ben Thompson: From Products to Platforms — Stratechery Ben Thompson: Why Doesn’t Apple Enable Sustainable Businesses on the … Continue reading Episode 151 — Two by Twos

Episode 150 — Round Numbers

Ben and James discuss how Apple and Amazon’s focus on the customer experience protects them from low-end disruption. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: Divine Discontent: Disruption’s Antidote — Stratechery Ben Thompson: What Clayton Christensen Got Wrong — Stratechery Ben Thompson: The $550 iPhone 5C Makes Perfect Sense — Stratechery GRAPH: The Disruptive Innovation Model — Harvard Business Review Louis C K: Everything Is Amazing and Nobody is Happy — YouTube Ben Thompson: Why Microsoft’s Reorganization Is a Bad Idea — Stratechery Ben Bajarin: Top Takeaways From Studying iPhone X … Continue reading Episode 150 — Round Numbers

Episode 149 — Zillow and Sustaining Aggregation

Ben and James discuss Zillow’s shift in business model and the further refinement of Aggregation Theory through the incorporation of the ideas of disruption. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: Zillow, Aggregation, and Integration — Stratechery Ben Thompson: Opendoor: A Startup Worth Emulating — Stratechery Episode 098: Shattered Glass — Exponent Ben Thompson: Defining Aggregators — Stratechery Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery Ben Thompson: The Truth About Windows Versus the Mac — Stratechery Ben Thompson: Books and Blog … Continue reading Episode 149 — Zillow and Sustaining Aggregation

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 … Continue reading Episode 148 — Facebook Fatigue

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 … Continue reading Episode 147 — There’s Always a Bigger Fish

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: … Continue reading Episode 146 — Facebook’s Real Mistake