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.

Exponent 162 — Why Exponent Isn’t on Spotify

Ben and James discuss Spotify’s move into podcasts and integration and modularity in value chains.

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  • 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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Episode 156 — Rent-Seeking

Exponent is back, kind of.

Ben and James talk about Apple’s case in front of the Supreme Court, and debate whether the company is acting anti-competitively with its App Store policies.

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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.

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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.

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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.

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