Episode 169 — Family-Friendly Disney

Ben and James discuss Disney’s recent announcements on streaming and what it says about not just TV but strategy broadly in the Internet era. Links Ben Thompson: Disney and the Future of TV — Stratechery Ben Thompson: Disney and the Value of the Consumer Relationship, Disney’s Consolidation of Hulu, Comcast and AT&T — Stratechery Daily Update Disney CEO Bob Iger Unveils Details on Disney+ Streaming Service — CNBC Ben Thompson: Airbnb and the Internet Revolution — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback

Episode 168 — A Community of Loonies

Ben and James discuss why Internet regulation is coming, why it is probably necessary, and how it should be targeted. Links Ben Thompson: A Regulatory Framework for the Internet — Stratechery New Livestreaming Legislation Fails to Take Into Account How the Internet Actually Works — The Conversation Out of the Clouds and Into the Weeds: Cloudflare’s Approach to Abuse in New Products — Cloudflare Unpacking the Stack and Addressing Complaints about Content — Cloudflare Ben Thompson: Mark Zuckerberg’s Proposal, The Copyright Directive and Sunk Costs, You Say You Want Some Regulation — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery … Continue reading Episode 168 — A Community of Loonies

Episode 167 — YouTube and the End of Friction

Ben and James discuss the question of YouTube, why it’s similar and different from Facebook, and why engagement is both alluring and a potential problem. Links YouTube Executives Ignored Warnings, Letting Toxic Videos Run Rampant — Bloomberg Ben Thompson: Apple’s Services Event — Stratechery Ben Thompson: Mark Zuckerberg’s Proposal, The Copyright Directive and Sunk Costs — Stratechery Daily Update Ben Thompson: YouTube and Toxic Videos, YouTube’s Problematic Incentives, Sins of Omission and Commission — Stratechery Daily Update Ben Thompson: Friction — Stratechery Ben Thompson: The Pollyannish Assumption — Stratechery Ben Thompson: The Wall Street Journal and Apple News, The Problem with Regulating … Continue reading Episode 167 — YouTube and the End of Friction

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 … Continue reading Episode 166 — Fence-building vs. Axe-wielding

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 … Continue reading Episode 165 — Mark Zuckerberg’s Projected Self

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 — … Continue reading Episode 164 — Valuing Value Chains

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. Links Ben Thompson: The Cost of Apple News — Stratechery Ben Thompson: What Direct-to-Consumer Publishers are Selling — Stratechery Daily Update Apple News’s Radical Approach: Humans Over Machines — New York Times Publishers Chafe at Apple’s Terms for Subscription News Service — Wall Street Journal Ben Thompson: Apple Should Buy Netflix — Stratechery The Report of the 2020 Group — New York Times Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast … Continue reading Exponent 163 — Publishers vs Apple News

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 Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback

Episode 161 — Vigilante Justice

Ben and James discuss Apple vs Facebook (and Google!). Links Josh Constine: Facebook Pays Teens to Install VPN That Spies on Them — TechCrunch Facebook’s Onavo Gives Social-Media Firm Inside Peek at Rivals’ Users — Wall Street Journal Ben Thompson: Facebook Versus Apple — Stratechery Daily Update Ben Thompson: Manifestos and Monopolies — Stratechery Andrew Bosworth Memo — BuzzFeed Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback

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 Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback