Exponent

Exponent
By Ben Thompson / James Allworth
About this podcast
Exponent, a production of Stratechery.com, is hosted by Ben Thompson and James Allworth.

In this program we seek to explore the massive effect technology is having not just on technology companies, but also on society as a whole. Ben Thompson is the author of Stratechery, a blog about the business and strategy of technology. James Allworth is the co-author with Clay Christensen of "How Will You Measure Your Life" and a writer for the Harvard Business Review.

Visit the website at http://exponent.fm for show notes and to subscribe. To see old Stratechery.FM episodes, please visit http://stratechery.fm

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Episodes (Total: 129 / Page: 1)
Oct. 20, 2017 · 00:52:47
Ben and James discuss the structure that leads to gatekeepers and abusers like Harvey Weinstein, and why it is so dangerous to accept as fact that the world was better before the Internet. Links Ben Thompson: Goodbye Gatekeepers — Stratechery Ben Thompson: Gatekeepers Follow-Up, Hollywood and Venture Capital — Stratechery Daily Update Ben Thompson: The Justin Caldbeck Affair, The Enablers — Stratechery Daily Update Ben Thompson: Venture Capital and the Internet’s Impact — Stratechery Ben Thompson: In Defense of the New York Times — Stratechery Ben Thompson: The Voters Decide — Stratechery As U.S. Confronts Internet’s Disruptions, China Feels Vindicated … Continue reading Episode 128 — Counterfactuals
Oct. 13, 2017 · 01:05:26
Ben and James discuss Facebook and where both its critics and executives go wrong. It’s time for everyone to consider the worst-case scenarios. NOTE: We unfortunately had significant audio issues this week on both sides (which, by the way, had nothing to do with the cut cable referenced in the podcast ). Our apologies. Presented by MailChimp Links Ben Thompson: Defining Aggregators — Stratechery This is why tech companies won’t disclose content of Russian ads — The Outline Ben Thompson: Trustworthy Networking — Stratechery Ben Thompson: Manifestos and Monopolies — Stratechery Ben Thompson: The Voters Decide — Stratechery The Barriers … Continue reading Episode 127 — The Worst-Case Scenario
Sept. 29, 2017 · 01:07:11
Ben and James discuss the development of theory, why blogs have disrupted books, and why too many in tech are too pessimistic about humanity. Presented by MailChimp Links Ben Thompson: Defining Aggregators — Stratechery Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: More Aggregators — Stratechery Daily Update Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery Ben Thompson: TV Advertising’s Surprising Strength — and Inevitable Fall — Stratechery Ben Thompson: Books and Blogs — Stratechery Ben Thompson: Friction — Stratechery Ben Thompson: Twitter’s Marketing Problem — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review … Continue reading Episode 126 — Getting to the Future Faster
Sept. 22, 2017 · 01:08:51
Ben and James discuss the different levels of aggregation, Facebook and Russian ads, and why it’s worth defending the future. Presented by MailChimp Links Ben Thompson: The Super-Aggregators and the Russians — Stratechery Facebook Enabled Advertisers to Reach ‘Jew Haters’ — ProPublica Ben Thompson: Inspired Media — Stratechery James Allworth: Technology Has Become Water — Medium Sheryl Sandberg on Facebook Advertising Changes — Facebook Dollar Shave Club and the Disruption of Everything — Stratechery Ben Thompson: Everything is Changing; So Should Antitrust — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud … Continue reading Episode 125 — The Super-Aggregators
Sept. 15, 2017 · 00:55:43
Ben and James discuss Apple’s the cellular Apple Watch, the iPhone X and 8 markets, and whether the opening was over-the-top. Presented by MailChimp Links Episode 018: Agree to Disagree — Exponent Ben Thompson: The Lessons and Questions of the iPhone X and the iPhone 8 — Stratechery Ben Thompson: The Cellular Apple Watch — Stratechery Daily Update Ben Thompson: Apple Watch: Asking Why and Saying No — Stratechery Ben Thompson: What I Got Wrong About Apple Watch — Stratechery Ben Thompson: Beyond the iPhone — Stratechery Wearable Fitness Devices Don’t Seem to Make You Fitter — New York Times Ben … Continue reading Episode 124 — The Watch, The Phone, The Beatles
Sept. 8, 2017 · 00:55:00
Ben and James discuss the why it is Ben can’t stop talking about Aggregation Theory, and the future of regulation. Presented by MailChimp Links Episode 016: Naked People (James first trip to Burning Man) — Exponent Ben Thompson: Everything is Changing; So Should Antitrust — Stratechery Ben Thompson: TV Advertising’s Strength — and Inevitable Fall — Stratechery Ben Thompson: Ad Agencies and Accountability — Stratechery Ben Thompson: Paypal’s Incentive Problem — Stratechery Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Dollar Shave Club and the Disruption of Everything — Stratechery Episode 005: The World Has Changed — Exponent Ben Thompson: Antitrust and … Continue reading Episode 123 — There Is No Going Back
Aug. 26, 2017 · 00:59:05
Ben and James discuss the Theory of the Conservation of Attractive Profits, Intel, Netflix, and how it all applies to Disney. Presented by MailChimp Links Ben Thompson: Disney’s Choice — Stratechery Ben Thompson: Disney Follow-up — Stratechery Daily Update 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: ESPN: From Franchise to Business — Stratechery Daily Update Warren Buffett: 1991 Letter to Shareholders — Berkshire Hathaway Ben Thompson: Netflix Goes Global — Stratechery Daily Update Ben Thompson: Correction the Netflix … Continue reading Episode 122 — From Intel to Disney
Aug. 18, 2017 · 01:10:57
Ben and James discuss Benchmark’s lawsuit against Uber and Cloudfare’s ban of Daily Stormer. Presented by MailChimp Links Ben Thompson: The Uber Dilemma — Stratechery Ben Thompson: Venture Capital and the Internet’s Impact — Stratechery Ben Thompson: Apple and the Oak Tree — Stratechery Ben Thompson: Waymo’s Lawsuit Against Uber — Stratechery Daily Update Ben Thompson: Does Uber Have a Strategy Problem? — Stratechery Daily Update Ben Thompson: Crisis at Uber — Stratechery Daily Update Ben Thompson: Cloudfare and Daily Stormer — Stratechery Daily Update Ben Thompson: Facebook Content Guidelines — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, … Continue reading Episode 121 — The Uber Mutation
June 30, 2017 · 00:54:38
Ben and James discuss the European Commission’s antitrust ruling against Google and the challenges of antitrust in a world governed by Aggregation Theory. Presented by MailChimp Links Ben Thompson: Ends, Means, and Antitrust — Stratechery Episode 005: The World Has Changed — Exponent Ben Thompson: Antitrust and Aggregation — Stratechery Press Release — European Commission Fact Sheet — European Commission Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp
June 23, 2017 · 00:59:54
Ben and James discuss Amazon’s acquisition of Whole Foods, when acquisitions make sense, and the potential future of antitrust law. Presented by MailChimp Links Ben Thompson: Amazon’s New Customer — Stratechery Ben Thompson: Acquisitions and Network Effects, Antitrust and Network Effects, The Saga of Whole Foods — Stratechery Daily Update Ben Thompson: The Amazon Tax — Stratechery Tom Foster: The Shelf Life of John Mackey — Texas Monthly Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp
June 16, 2017 · 01:02:30
Ben and James discuss the business of podcasting specifically and advertising generally, and why Apple’s recent changes will have less of an effect than people think. Presented by MailChimp Links Ben Thompson: Pocasts, Analytics, and Centralization — Stratechery Episode 082: A Podcast About Podcasts — Exponent Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Patreon’s Update — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp
June 9, 2017 · 01:00:19
Ben and James discuss Apple’s WWDC keynote, playing to your strengths, and privacy that matters. Presented by MailChimp Links Ben Thompson: Apple’s Strengths and Weaknesses — Stratechery IAMA Foxconn insider with information on next 12 months of hardware updates — Reddit Ben Thompson: Apple’s Organizational Crossroads — Stratechery How Apple’s Siri Lost Her Mojo — Wall Street Journal Zac Cichy on Apple and Privacy — Twitter Ben Thompson: Strategy Credit — Stratechery Ben Thompson: Tim Cook’s Unfair and Unrealistic Privacy Speech, Strategy Credits, The Privacy Priority Problem — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information … Continue reading Episode 117 — Fruitful Clapping
May 26, 2017 · 00:59:52
Ben and James discuss myths, culture, and blockchains — and yes, bubbles. NOTE: The original version had a corrupted file. Our apologies. Presented by MailChimp Links Ben Thompson: Tulips, Myths, and Cryptocurrencies — Stratechery Abhishek Chakravarty: The Product Manager’s guide to the Blockchain  — Medium Yuval Noah Harari: Sapiens Fred Ehrsam: Blockchain Tokens and the dawn of the Decentralized Business Model — Coinbase Blog Greeks are Rushing to Bitcoin — CNN Facebook accused of targeting ‘insecure’ children and young people, report says — Mashable Ben Thompson: The Cost of Bitcoin — Stratechery Ben Thompson: Selling Feelings — Stratechery Hosts Ben Thompson, … Continue reading Episode 116 — Blockchain Beauty Contest [FINAL FIXED]
May 19, 2017 · 00:59:49
Ben and James discuss Google I/O, the importance of business relative to technology, and why Uber is in trouble. Presented by MailChimp Links Ben Thompson: Boring Google — Stratechery Ben Thompson: Google’s Go-to-Market — Stratechery How Uber and Waymo Ended Up Rivals in the Race for Driverless Cars — New York Times Ben Thompson: Does Uber Have a Strategy Problem? — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp
May 12, 2017 · 00:50:05
Ben and James discuss why figuring out a new model means abandoning the old, this time in the context of newspapers and news. Presented by MailChimp Links Ben Thompson: The Local News Business Model — Stratechery Jim Rutenberg: Ad Buyers Have a Say in Whether Real News Survives — New York Times Ben Thompson: Wikitribune — Stratechery Daily Update Ben Thompson: Why BuzzFeed is the Most Important News Organization in the World — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp
May 5, 2017 · 00:59:40
Ben and James discuss how leverage shifts in a value chain, why WeChat is so powerful in China, and why that is a problem for Apple. Presented by MailChimp Links Ben Thompson: Apple’s China Problem — Stratechery Ben Thompson: Messaging: Mobile’s Killer App — Stratechery Ben Thompson: Slack and the State of Technology at the End of 2015 — Stratechery Connie Chan: When One App Rules Them All: The Case of WeChat and Mobile in China — a16z Ben Thompson: Peak Google — Stratechery Ben Thompson: Beyond Disruption — Stratechery James Allworth: The Blessing of Failure — Medium Ben Thompson: The State … Continue reading Episode 113 — WeChat, China, and Apple
April 28, 2017 · 01:04:26
Ben and James discuss whether or not monopolies are good, the differences between education and healthcare, and how to build an economy of the future. Presented by MailChimp Links Episode 012: The Internet Rainforest — Exponent Episode 005: The World Has Changed — Exponent Ben Thompson: Not OK, Google — Stratechery Ben Thompson: Facebook and the Cost of Monopoly — Stratechery How Google Eats a Business Whole — The Outline Meet the Google Alum Who Created China’s Facebook-Groupon Mashup — Bloomberg Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented … Continue reading Episode 112 — It’s Complicated
April 21, 2017 · 01:02:07
Ben and James discuss what it means if Facebook is a monopoly, what is lost if it is, and why there isn’t anything that can be done about it — for now. Presented by MailChimp Links Ben Thompson: The Facebook Epoch — Stratechery Ben Thompson: Facebook and the Cost of Monopoly — Stratechery Kurt Gessler: Facebook’s algorithm isn’t surfacing one-third of our posts. And it’s getting worse — Medium Ben Thompson: Manifestos and Monopolies — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp
April 14, 2017
James and Ben discuss moral hazard and what seems to be going wrong with the U.S. economy, the different kinds of regulation, and how the App Store explains government policy. Presented by MailChimp Links James Allworth: Prioritizing Economics is Crippling the U.S. Economy — Medium Ryne Rohla: Creating a National Precinct Map — Decision Desk HQ Jeff Bezos: Annual Letter to Shareholders — SEC Matt Stoller: How Democrats Killed Their Populist Soul — The Atlantic Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp
April 7, 2017 · 00:57:27
Ben and James discuss Apple’s Mac Pro screw-up and what it might say about the company and its culture. Presented by MailChimp Links John Gruber: The Mac Pro Lives — Daring Fireball Jay Yarow: Phil Schiller on Apple’s Ad Agency in an Email — Business Insider Ben Thompson: Whither Liberal Arts — Stratechery Apple iPad Air Ad — YouTube Steve Jobs After the GarageBand Demo During the Introduction of the iPad 2 — YouTube Ben Thompson: Apple’s Organizational Crossroads — Stratechery Ben Thompson: From Products to Platforms — Stratechery Ben Thompson: Why Doesn’t Apple Enable Sustainable Business on the App … Continue reading Episode 109 — Screw-ups Are Fun!