EXPONENT | A PODCAST ABOUT TECH AND SOCIETY, HOSTED BY BENGOOGLE VERSUS AWSEPISODE 179 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. EXPONENT | A PODCAST ABOUT TECH AND SOCIETY, HOSTED BY BEN 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.

EPISODE 188

Episode 188 — Big Tech, Antitrust, and Democracy. Ben and James discuss the antitrust subcommittee hearing, the problems of mixing antitrust and Aggregators, and how to think about regulation and

democracy.

EXPONENT | A PODCAST ABOUT TECH AND SOCIETY, HOSTED BY BEN 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.

EPISODE 183

Episode 183 — A Search for Everything. Ben and James contrast U.S. and China’s response to the coronavirus, and the choices facing society about how to handle information.

EPISODE 152

Ben and James continue to discuss the differences between platforms and aggregators, including Facebook, Microsoft, Apple, Google, Netflix, Amazon, and Uber.

EPISODE 186

Episode 186 — Speech and Systems. Ben and James discuss the current protests and Facebook’s decision to not take down Trump tweets.

EPISODE 180

Episode 180 — It’s Been a Week. Ben and James eulogize Professor Clayton M. Christensen.

EPISODE 194

Ben and James discuss the history of podcasts and why Spotify’s recent announcements are so compelling for creators. Links. Ben Thompson: Spotify’s Surprise — Stratechery Episode 185 — Open, Free, and Spotify — Exponent Ben Thompson: Podcasts, Analytics, and Centralization — Stratechery Ben Thompson: Spotify’s Podcast Aggregation Play — Stratechery

EPISODE 177

Episode 177 — Principle Stacks. Ben and James discuss the origins of the First Amendment, what a culture of free expression means, and Facebook’s ad policy. EXPONENT | A PODCAST ABOUT TECH AND SOCIETY, HOSTED BY BENGOOGLE VERSUS AWSEPISODE 179 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. EXPONENT | A PODCAST ABOUT TECH AND SOCIETY, HOSTED BY BEN 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.

EPISODE 188

Episode 188 — Big Tech, Antitrust, and Democracy. Ben and James discuss the antitrust subcommittee hearing, the problems of mixing antitrust and Aggregators, and how to think about regulation and

democracy.

EXPONENT | A PODCAST ABOUT TECH AND SOCIETY, HOSTED BY BEN 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.

EPISODE 183

Episode 183 — A Search for Everything. Ben and James contrast U.S. and China’s response to the coronavirus, and the choices facing society about how to handle information.

EPISODE 152

Ben and James continue to discuss the differences between platforms and aggregators, including Facebook, Microsoft, Apple, Google, Netflix, Amazon, and Uber.

EPISODE 186

Episode 186 — Speech and Systems. Ben and James discuss the current protests and Facebook’s decision to not take down Trump tweets.

EPISODE 180

Episode 180 — It’s Been a Week. Ben and James eulogize Professor Clayton M. Christensen.

EPISODE 194

Ben and James discuss the history of podcasts and why Spotify’s recent announcements are so compelling for creators. Links. Ben Thompson: Spotify’s Surprise — Stratechery Episode 185 — Open, Free, and Spotify — Exponent Ben Thompson: Podcasts, Analytics, and Centralization — Stratechery Ben Thompson: Spotify’s Podcast Aggregation Play — Stratechery

EPISODE 177

Episode 177 — Principle Stacks. Ben and James discuss the origins of the First Amendment, what a culture of free expression means, and Facebook’s ad policy.

EPISODE 180

Episode 180 — It’s Been a Week. Ben and James eulogize Professor Clayton M. Christensen.

EPISODE 170

Episode 170 — A Perfect Meal. Ben and James discuss the Zoom and Slack IPOs in the context of Microsoft’s current success and long-term challenges.

EPISODE 173

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

EPISODE 001

Episode 001 – The Garbage Truck Song. In this, the first episode of the Exponent podcast, we talk about our background, Microsoft and disruption, and the meaning of culture. We also explore our goals for this podcast, and just a bit about Taiwanese garbage trucks. Show Notes: If Steve Ballmer Ran Apple link. EXPONENT | A PODCAST ABOUT TECH AND SOCIETY, HOSTED BY BEN 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. EPISODE 012: THE INTERNET RAINFOREST Episode 012: The Internet Rainforest. In this week’s episode we discuss how the Internet is enabling not only big winners, but also small, focused niche players, and why that’s exciting. We also discuss the impact this transition will have on society, follow up on last week’s integrated/modular discussion, and in a special “After

Dark

EPISODE 015: CONSOLES AND DISRUPTION Episode 015: Consoles and Disruption. In this week’s episode we discuss whether or not consoles will be disrupted. This episode was recorded a week ago (immediately after last week’s episode), before Ben wrote his pieces Games and Good Enough and Games and New Market

Disruption.

EPISODE 017: LET’S END IT THERE (UPDATED) Episode 017: Let’s End it There (Updated) In this week’s episode we follow-up on Episode 15’s console discussion, and then dive into the Apple Watch introduction. We cover why we were disappointed in the presentation, and discuss the luxury market in Asia and why the Edition will cost thousands of dollars. And then we go back for

seconds.

EPISODE 175

Episode 175 — The Abyss Stares Back. Ben and James discuss the NBA and Apple in China and the long-term implications of doing business with authoritarian governments.

EPISODE 168

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. EXPONENT | A PODCAST ABOUT TECH AND SOCIETY, HOSTED BY BENGOOGLE VERSUS AWSEPISODE 179 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. EXPONENT | A PODCAST ABOUT TECH AND SOCIETY, HOSTED BY BEN 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.

EPISODE 188

Episode 188 — Big Tech, Antitrust, and Democracy. Ben and James discuss the antitrust subcommittee hearing, the problems of mixing antitrust and Aggregators, and how to think about regulation and

democracy.

EPISODE 152

Ben and James continue to discuss the differences between platforms and aggregators, including Facebook, Microsoft, Apple, Google, Netflix, Amazon, and Uber.

EPISODE 173

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

EPISODE 186

Episode 186 — Speech and Systems. Ben and James discuss the current protests and Facebook’s decision to not take down Trump tweets.

EPISODE 158

Episode 158 — A Significant Shift. Ben and James discuss Apple’s revenue warning and the company’s shift to services.

EPISODE 194

Ben and James discuss the history of podcasts and why Spotify’s recent announcements are so compelling for creators. Links. Ben Thompson: Spotify’s Surprise — Stratechery Episode 185 — Open, Free, and Spotify — Exponent Ben Thompson: Podcasts, Analytics, and Centralization — Stratechery Ben Thompson: Spotify’s Podcast Aggregation Play — Stratechery

EPISODE 185

Episode 185 — Open, Free, and Spotify. Ben and James discuss Dithering, how Spotify is like Facebook, and a bit about working from

home.

EPISODE 177

Episode 177 — Principle Stacks. Ben and James discuss the origins of the First Amendment, what a culture of free expression means, and Facebook’s ad policy. EXPONENT | A PODCAST ABOUT TECH AND SOCIETY, HOSTED BY BENGOOGLE VERSUS AWSEPISODE 179 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. EXPONENT | A PODCAST ABOUT TECH AND SOCIETY, HOSTED BY BEN 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.

EPISODE 188

Episode 188 — Big Tech, Antitrust, and Democracy. Ben and James discuss the antitrust subcommittee hearing, the problems of mixing antitrust and Aggregators, and how to think about regulation and

democracy.

EPISODE 152

Ben and James continue to discuss the differences between platforms and aggregators, including Facebook, Microsoft, Apple, Google, Netflix, Amazon, and Uber.

EPISODE 173

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

EPISODE 186

Episode 186 — Speech and Systems. Ben and James discuss the current protests and Facebook’s decision to not take down Trump tweets.

EPISODE 158

Episode 158 — A Significant Shift. Ben and James discuss Apple’s revenue warning and the company’s shift to services.

EPISODE 194

Ben and James discuss the history of podcasts and why Spotify’s recent announcements are so compelling for creators. Links. Ben Thompson: Spotify’s Surprise — Stratechery Episode 185 — Open, Free, and Spotify — Exponent Ben Thompson: Podcasts, Analytics, and Centralization — Stratechery Ben Thompson: Spotify’s Podcast Aggregation Play — Stratechery

EPISODE 185

Episode 185 — Open, Free, and Spotify. Ben and James discuss Dithering, how Spotify is like Facebook, and a bit about working from

home.

EPISODE 177

Episode 177 — Principle Stacks. Ben and James discuss the origins of the First Amendment, what a culture of free expression means, and Facebook’s ad policy.

EPISODE 180

Episode 180 — It’s Been a Week. Ben and James eulogize Professor Clayton M. Christensen.

EPISODE 158

Episode 158 — A Significant Shift. Ben and James discuss Apple’s revenue warning and the company’s shift to services.

EPISODE 125

Episode 125 — The Super-Aggregators. Ben and James discuss the different levels of aggregation, Facebook and Russian ads, and why it’s worth defending the future. Presented by MailChimp. EXPONENT | A PODCAST ABOUT TECH AND SOCIETY, HOSTED BY BEN 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.

EPISODE 184

Episode 184 — Good is Better than Perfect. Ben and James discuss masks and Twitter’s decision to delete tweets about COVID-19.

EPISODE 189

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

EPISODE 182

Episode 182 — Scale Scale Scale. Ben and James discuss the FTC’s decision to block the acquisition of Harry’s Razors, the DTC market,

and the difference

EPISODE 179

Episode 179 — The Water We Swim In. 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.

EPISODE 113

Episode 113 — WeChat, China, and Apple. Ben and James discuss how leverage shifts in a value chain, why WeChat is so powerful in China,

and why that is a

EPISODE 172

Episode 172 — Game of Phones. Ben and James discuss WWDC keynote and why it was so important for Apple to move past the iPhone. EXPONENT | A PODCAST ABOUT TECH AND SOCIETY, HOSTED BY BENGOOGLE VERSUS AWSEPISODE 179 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. EXPONENT | A PODCAST ABOUT TECH AND SOCIETY, HOSTED BY BENBEN THOMPSON PODCASTEXPONENT BLOGSTRATECHERY PODCASTBEN PODCASTALLWORTH PODCAST 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.

EPISODE 188

Episode 188 — Big Tech, Antitrust, and Democracy. Ben and James discuss the antitrust subcommittee hearing, the problems of mixing antitrust and Aggregators, and how to think about regulation and

democracy.

EPISODE 152

Ben and James continue to discuss the differences between platforms and aggregators, including Facebook, Microsoft, Apple, Google, Netflix, Amazon, and Uber.

EPISODE 183

Episode 183 — A Search for Everything. Ben and James contrast U.S. and China’s response to the coronavirus, and the choices facing society about how to handle information.

EPISODE 180

Episode 180 — It’s Been a Week. Ben and James eulogize Professor Clayton M. Christensen.

EPISODE 173

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

EPISODE 186

Episode 186 — Speech and Systems. Ben and James discuss the current protests and Facebook’s decision to not take down Trump tweets.

EPISODE 158

Episode 158 — A Significant Shift. Ben and James discuss Apple’s revenue warning and the company’s shift to services.

EPISODE 177

Episode 177 — Principle Stacks. Ben and James discuss the origins of the First Amendment, what a culture of free expression means, and Facebook’s ad policy. EXPONENT | A PODCAST ABOUT TECH AND SOCIETY, HOSTED BY BENGOOGLE VERSUS AWSEPISODE 179 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. EXPONENT | A PODCAST ABOUT TECH AND SOCIETY, HOSTED BY BENBEN THOMPSON PODCASTEXPONENT BLOGSTRATECHERY PODCASTBEN PODCASTALLWORTH PODCAST 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.

EPISODE 188

Episode 188 — Big Tech, Antitrust, and Democracy. Ben and James discuss the antitrust subcommittee hearing, the problems of mixing antitrust and Aggregators, and how to think about regulation and

democracy.

EPISODE 152

Ben and James continue to discuss the differences between platforms and aggregators, including Facebook, Microsoft, Apple, Google, Netflix, Amazon, and Uber.

EPISODE 183

Episode 183 — A Search for Everything. Ben and James contrast U.S. and China’s response to the coronavirus, and the choices facing society about how to handle information.

EPISODE 180

Episode 180 — It’s Been a Week. Ben and James eulogize Professor Clayton M. Christensen.

EPISODE 173

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

EPISODE 186

Episode 186 — Speech and Systems. Ben and James discuss the current protests and Facebook’s decision to not take down Trump tweets.

EPISODE 158

Episode 158 — A Significant Shift. Ben and James discuss Apple’s revenue warning and the company’s shift to services.

EPISODE 177

Episode 177 — Principle Stacks. Ben and James discuss the origins of the First Amendment, what a culture of free expression means, and Facebook’s ad policy.

EPISODE 158

Episode 158 — A Significant Shift. Ben and James discuss Apple’s revenue warning and the company’s shift to services.

EPISODE 170

Episode 170 — A Perfect Meal. Ben and James discuss the Zoom and Slack IPOs in the context of Microsoft’s current success and long-term challenges.

EPISODE 125

Episode 125 — The Super-Aggregators. Ben and James discuss the different levels of aggregation, Facebook and Russian ads, and why it’s worth defending the future. Presented by MailChimp.

EPISODE 185

Episode 185 — Open, Free, and Spotify. Ben and James discuss Dithering, how Spotify is like Facebook, and a bit about working from

home.

EPISODE 194

Ben and James discuss the history of podcasts and why Spotify’s recent announcements are so compelling for creators. Links. Ben Thompson: Spotify’s Surprise — Stratechery Episode 185 — Open, Free, and Spotify — Exponent Ben Thompson: Podcasts, Analytics, and Centralization — Stratechery Ben Thompson: Spotify’s Podcast Aggregation Play — Stratechery

EPISODE 179

Episode 179 — The Water We Swim In. 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.

EPISODE 175

Episode 175 — The Abyss Stares Back. Ben and James discuss the NBA and Apple in China and the long-term implications of doing business with authoritarian governments.

EPISODE 181

Ben and James discuss Ben’s new Daily Update Podcast, and why Exponent is not on Spotify. Then, should regulators roll back

acquisitions or

EPISODE 117

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

EPISODE 178

Episode 178 — More Ergonomic. 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.

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Exponent is a podcast about tech and society hosted by Ben Thompson

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.

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

.

EPISODE 190 — INTEL, APPLE, DISRUPTION, AND DIFFERENTIATION 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

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Posted: 11.13.2020

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EPISODE 189 — BUNDLES 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 Does — Stratechery * Ben Thompson: The Sports Linchpin — Stratechery * Ben Thompson: Apple’s “Time Flies” Event, Apple One, Fitness+ and Peloton — Stratechery * Ben Thompson: PS5 and Xbox, Sony’s Console, Microsoft’s Service — Stratechery

HOSTS

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Posted: 10.06.2020 . EPISODE 188 — BIG TECH, ANTITRUST, AND DEMOCRACY 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, and Antitrust — Stratechery * James Allworth: Prioritizing Economics is Crippling the U.S.

Economy — Medium

* Ben Thompson: TikTok Key Money, Rule By Law, China Gaslighting — Stratechery Daily Update * Ben Thompson: Tech and Trump: The Meeting — Stratechery Daily

Update

HOSTS

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Posted: 08.07.2020

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EPISODE 187 — INDIA, TIKTOK, AND THE U.S. 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 ,

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Posted: 07.10.2020

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EPISODE 186 — SPEECH AND SYSTEMS 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

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Posted: 06.05.2020

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EPISODE 185 — OPEN, FREE, AND SPOTIFY 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

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Posted: 05.15.2020

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EPISODE 184 — GOOD IS BETTER THAN PERFECT 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 Business Review

PODCAST INFORMATION

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* SoundCloud

* Twitter

* Feedback

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Posted: 04.03.2020

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EPISODE 183 — A SEARCH FOR EVERYTHING 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, @jamesallworth , Harvard Business Review

PODCAST INFORMATION

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Posted: 03.13.2020

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EPISODE 182 — SCALE SCALE SCALE 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 Thompson: Brandless Closes, The DTC Facebook Challenge, DTC Versus Softbank — Stratechery Daily Update * Ben Thompson: Morgan Stanley Acquires E*Trade, Intuit Reportedly Acquiring Credit Karma, User Acquisition and Market Power — Stratechery Daily Update

HOSTS

* Ben Thompson, @benthompson ,

Stratechery

* James Allworth, @jamesallworth , Harvard Business Review

PODCAST INFORMATION

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* iTunes

* SoundCloud

* Twitter

* Feedback

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Posted: 02.28.2020

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EPISODE 181 — COMPETING WITH SPOTIFY AND REGULATING ACQUISITIONS 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 Jackson: Why the FTC Should Block Facebook’s Acquisition of Instagram — Forbes * Ben Thompson: The End of the Beginning — Stratechery * Ben Thompson, @benthompson ,

Stratechery

* James Allworth, @jamesallworth , Harvard Business Review

PODCAST INFORMATION

* Feed

* iTunes

* SoundCloud

* Twitter

* Feedback

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Posted: 02.21.2020

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