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Exponent

Author: Ben Thompson / James Allworth

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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
191 Episodes
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Ben and James discuss Apple’s new chip announcement and what it means for both Apple and Intel. Links James Allworth: Intel’s Disruption is Now Complete — Medium Ben Thompson: Apple’s Shifting Differentiation — Stratechery Ben Thompson: The Intel Opportunity — Stratechery Ben Thompson: Apple, ARM, and Intel — Stratechery Ben Thompson: Chips and Geopolitics — Stratechery Ben Thompson: Intel and the Danger of Integration — Stratechery Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review   Podcast Information   Feed iTunes SoundCloud Twitter Feedback
Episode 189 — Bundles

Episode 189 — Bundles

2020-10-0649:173

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
Ben and James discuss the antitrust subcommittee hearing, the problems of mixing antitrust and Aggregators, and how to think about regulation and democracy. Links Ben Thompson: Antitrust Politics — Stratechery The New York Times: Here’s which tech C.E.O. was asked the most questions by lawmakers. — NY Times Ben Thompson: Why Doesn’t Apple Enable Sustainable Businesses on the App Store? — Stratechery Ben Thompson: Apple’s China Problem — Stratechery Ben Thompson: The Antitrust Hearing, The Role of Congress, CEO Questions — Stratechery Daily Update Ben Thompson: A Framework for Regulating Competition on the Internet — Stratechery Ben Thompson: Ends, Means, … Continue reading Episode 188 — Big Tech, Antitrust, and Democracy
Ben and James discuss the Indian internet, TikTok, and whether or not the U.S. should ban it. Links Ben Thompson: Facebook Invests in Jio Platforms, The Building of Jio, Understanding the Deal — Stratechery Daily Update Ben Thompson: The China Cultural Clash — Stratechery Ben Thompson: India Bans Chinese Apps, The App Store Firewall — Stratechery Daily Update Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review   Podcast Information   Feed iTunes SoundCloud Twitter Feedback
Ben and James discuss the current protests and Facebook’s decision to not take down Trump tweets. Links Ben Thompson: Zero Trust Information — Stratechery Ben Thompson: Dust in the Light — Stratechery Ben Thompson: Zuckerberg’s Choice, Zuckerberg’s Power, Zuckerberg’s Conviction — Stratechery Principle Stacks — Exponent Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review   Podcast Information   Feed iTunes SoundCloud Twitter Feedback
Ben and James discuss Dithering, how Spotify is like Facebook, and a bit about working from home. Links Ben Thompson & John Gruber: Dithering — Dithering Ben Thompson: Dithering and Open Versus Free — Stratechery Ben Thompson: The Daily Update Podcast — Stratechery Ben Thompson: Spotify’s Podcast Aggregation Play — Stratechery Ben Thompson: America Wakes Up?, An Interview with Matt Mullenweg About Working From Homey — Stratechery Daily Update Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review   Podcast Information   Feed iTunes SoundCloud Twitter Feedback
Ben and James discuss masks and Twitter’s decision to delete tweets about COVID-19. Links Zeynep Tufekci: Why Telling People They Don’t Need Masks Backfired — The New York Times Ben Thompson: Unmasking Twitter — Stratechery Ben Thompson: Compaq and Coronavirus — Stratechery Ben Thompson: Zero Trust Information — Stratechery China’s Decision to Leave Asymptomatic Patients off Coronavirus Infection Tally Sparks Debate — Caixin Ben Thompson: Apple’s Organizational Crossroads — Stratechery Ben Thompson: Books and Blogs — Stratechery Why It’s So Freaking Hard To Make A Good COVID-19 Model — FiveThirtyEight Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard … Continue reading Episode 184 — Good is Better than Perfect
Ben and James contrast U.S. and China’s response to the coronavirus, and the choices facing society about how to handle information. Links Ben Thompson: Apple’s Earnings, Slowing Services Growth, Apple and the Coronavirus — Stratechery Ben Thompson: Economic Power in the Age of Abundance — Stratechery Ben Thompson: The Corona Virus Whistleblowers; NBA Salary Cap Decreases; Apple, Benefits, and Risks — Stratechery Ben Thompson: Disney and COVID-19, The Coronavirus IPO, In Defense of Twitter — Stratechery Ben Thompson: Zero Trust Information — Stratechery Ben Thompson: The Internet and the Third Estate — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, … Continue reading Episode 183 — A Search for Everything
Ben and James discuss the FTC’s decision to block the acquisition of Harry’s Razors, the DTC market, and the difference between being a monopoly and being too big. Links Ben Thompson: Apple’s Investor Warning, Foxconn’s Investor Warning, An Interview with Dan Wang — Stratechery Daily Update | Daily Update Podcast Ben Thompson: Email Addresses and Razor Blades — Stratechery Ben Thompson: Dollar Shave Club and the Disruption of Everything — Stratechery Ben Thompson: First, Do No Harm — Stratechery Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery Ben Thompson: The Local News Business Model — Stratechery Ben … Continue reading Episode 182 — Scale Scale Scale
Ben and James discuss Ben’s new Daily Update Podcast, and why Exponent is not on Spotify. Then, should regulators roll back acquisitions or prioritize the avoidance of unintended consequences? Links Ben Thompson: The Daily Update Podcast — Stratechery Ben Thompson: The Rationale Behind the Daily Update Podcast, Podcasts and Email, Spotify and the Three Bens — Stratechery Daily Update Ben Thompson: Spotify’s Podcast Aggregation Play — Stratechery Ben Thompson: Spotify Earnings, Podcasts and Lifetime Value, The Ringer Acquisition — Stratechery Daily Update Ben Thompson: First, Do No Harm — Stratechery Ben Thompson re: Facebook Acquiring Instagram in 2011: Twitter Eric … Continue reading Episode 181 — Competing with Spotify and Regulating Acquisitions
Ben and James eulogize Professor Clayton M. Christensen Links Clayton M. Christensen: How Will You Measure Your Life? — Harvard Business Review Ben Thompson: What Clayton Christensen Got Wrong — Stratechery Ben Thompson: Clayton Christensen Passes Away, Professor Christensen and I, Kobe Bryant and Measuring Your Life — Stratechery Daily Update James Allworth, Karen Dillon, and Clayton M. Christensen — How Will You Measure Your Life? Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review   Podcast Information   Feed iTunes SoundCloud Twitter Feedback
Ben and James discuss whether mobile and hyper-scale clouds are the natural endpoint for this stage of technology, or if new companies will ride new paradigm shifts to replace Amazon, Google, Microsoft, and Apple. Links Ben Thompson: The End of the Beginning — Stratechery Ben Thompson: Obsoletive — Stratechery Ben Thompson: The End of the Beginning Follow-Up, Technological Revolutions and Financial Capital, Venture versus Productive Capital— Stratechery Daily Update Technological Revolutions and Financial Capital — Carlota Perez Ben Thompson: Bubble Talk, Revisited; It [Wasn’t] 1999; The Big Tech Basket — Stratechery Daily Update The Structure of Scientific Revolutions — Thomas … Continue reading Episode 179 — The Water We Swim In
Ben and James discuss the downsides of monopoly, and Apple. Then, why there is no absolute answer when it comes to integration or modularization, and why different approaches require different types of organizations and different types of leaders. Links Ben Thompson: Integration and Monopoly — Stratechery Ben Thompson: Facebook and the Cost of Monopoly — Stratechery John Gruber: 16-Inch MacBook Pro First Impressions: Great Keyboard, Outstanding Speakers — Daring Fireball Ben Thompson: Apple’s Organizational Crossroads — Stratechery Ben Thompson: Why Microsoft’s Reorganization Is a Bad Idea — Stratechery Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review … Continue reading Episode 178 — More Ergonomic
Ben and James discuss the origins of the First Amendment, what a culture of free expression means, and Facebook’s ad policy. Links Ben Thompson: Tech and Liberty — Stratechery Randall Munroe: Free Speech — xkcd Pat Kerr: Why I think xkcd is wrong about Free Speech — Medium Ben Thompson: The China Cultural Clash — Stratechery The Federalist Papers : No. 84 — Yale Law Rep. Ocasio-Cortez questions Mark Zuckerberg on when Facebook will fact check — YouTube Jon Gertner: The Very, Very Personal Is the Political — The New York Times Magazine United States v. Alvarez — Casetext Julia … Continue reading Episode 177 — Principle Stacks
Ben and James discuss how the Internet’s impact will be like the printing press’s, and what that means for how we should think about Facebook. Note: We apologize for the slight audio discrepancy between Ben and James Links Ben Thompson: The Internet and the Third Estate — Stratechery Ben Thompson: Zuckerberg’s Speech, Facebook Versus China, The Structure of Free Expression — Stratechery Ben Thompson: TV Advertising’s Surprising Strength — And Inevitable Fall — Stratechery Perry Link: China: The Anaconda in the Chandelier — ChinaFile Mark Zuckerberg Stands for Voice and Free Expression — Facebook The Federalist Papers: No. 47— Yale … Continue reading Episode 176 — The Second Estate Era
Ben and James discuss the NBA and Apple in China and the long-term implications of doing business with authoritarian governments. Links Ben Thompson: The China Cultural Clash — Stratechery r/HongKong: List Of Companies Under China’s Censorship Orders (So Far). Credit To U/Lebe — Reddit Sam Dastyari Quits As Labor Senator Over China Connections — The Guardian Rejected three times due to fear of Beijing, controversial book on China’s secret influence will finally be published — Business Insider Ethan Strauss: Can Steve Kerr and the NBA do better on China? — The Athletic Ben Thompson: Apple Pulls Hong Kong App, Tim … Continue reading Episode 175 — The Abyss Stares Back
Ben and James discuss Facebook from multiple angles, including child sexual abuse material, encryption, Oculus, and a leaked all-hands meeting.   Links Ben Thompson: Friction — Stratechery The Internet Is Overrun With Images of Child Sexual Abuse. What Went Wrong? — New York Times Ben Thompson: Child Sexual Abuse Material Online, The Problem With Community, Towards More Friction — Stratechery Casey Newton: Read The Full Transcript of Mark Zuckerberg’s Leaked Internal Facebook Meetings — The Verge Ben Thompson: Facebook’s All-Hands Leak, Facebook Versus Warren, Zuckerberg’s Culture — Stratechery Attorney General Bill Barr Will Ask Zuckerberg To Halt Plans For End-To-End … Continue reading Episode 174 — Distracted at Facebook
Ben and James discuss Cloudflare and what it is like going through an IPO, as well as what has gone wrong with WeWork.   Links Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery Ben Thompson: Cloudflare’s S-1 — Stratechery Daily Update Ben Thompson: AWS and the Impact on Venture Capital — Stratechery Ben Thompson: WeWork Delays IPO — Stratechery Daily Update Ben Thompson: The WeWork IPO — Stratechery Ben Thompson: Why WeWork Isn’t AWS — Stratechery Ben Thompson: What Is a Tech Company? — Stratechery Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review … Continue reading Episode 173 — The Exponent IPO
Ben and James discuss WWDC keynote and why it was so important for Apple to move past the iPhone.   Links Ben Thompson: Apple’s Audacity — Stratechery Ben Thompson: Apple’s Middle Age — Stratechery Letter from Tim Cook to Apple investors — Apple Ben Thompson: Strategy Credit — Stratechery Updates to the App Store Guidelines — Apple Ben Thompson: Antitrust, the App Store, and Apple — Stratechery Hosts   Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review   Podcast Information   Feed iTunes SoundCloud Twitter Feedback
Ben and James discuss the U.S.-China trade war and the fundamental issues facing both countries generally and tech specifically. Links Ben Thompson: China, Leverage, and Values — Stratechery We Were Pirates, Too — Foreign Policy How China Uses High-Tech Surveillance to Subdue Minorities — New York Times Ben Thompson: The Pollyannish Assumption — Stratechery Ben Thompson: More on Values (and Facebook) — Stratechery Daily Update Ben Thompson: Open, Closed, and Privacy — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
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Comments (4)

Martin Shaw

You sound like a giddy autistic 12 year old who has just learnt about the Holy Roman Empire

Nov 6th
Reply

Martin Shaw

OMFG this was boring. I normally enjoy this podcast. But we already know about feudal Europe, it's high school history. You spend twenty minutes repeating the definition of first, second and third estate. You only need to explain it once. Not six times. Unsubscribed.

Nov 6th
Reply

holyfoolproductions

Welcome back

Dec 1st
Reply

Jin-wook Kim

hi ben how r u?

Oct 18th
Reply
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