190 episodes

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

Exponent Ben Thompson / James Allworth

    • Technology
    • 4.9 • 31 Ratings

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

    Episode 189 — Bundles

    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 … Continue reading Episode 189 — Bundles

    • 49 min
    Episode 188 — Big Tech, Antitrust, and Democracy

    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, … Continue reading Episode 188 — Big Tech, Antitrust, and Democracy

    • 54 min
    Episode 187 — India, TikTok, and the U.S.

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

    • 56 min
    Episode 186 — Speech and Systems

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

    • 43 min
    Episode 185 — Open, Free, and Spotify

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

    • 48 min
    Episode 184 — Good is Better than Perfect

    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 … Continue reading Episode 184 — Good is Better than Perfect

    • 55 min

Customer Reviews

4.9 out of 5
31 Ratings

31 Ratings

wdf2 ,

An education every time

In all seriousness: If you are a manager, shut down shop for two hours each week, spend one having the team listen to the episode and another hour debating how the issues and insights that Ben and James raise apply to your business. Anyone in a strategy role should be paid to work through the entire series, plus the associated readings. It's like a super dense neutron star of an MBA on your phone.

gotdamixx ,

Smart, insightful, but painful to listen to!

I really want to like you guys. I do! Big fan of Stratechery. Your insights are invaluable (although since I work in the industry and have my own ins, sometimes they are quite off from what’s actually happening). While I like and get the courage needed to make those bold statements. But, there’s just so much ego and aggression in your exchanges that I dread pressing play. Can you guys leave the ego out the door, and get into an adult conversation? @James: Please, please, please stop starting your sentences with “No”.

schnorchknurpsel ,

Surely one of the all-time greatest

I cannot recommend this podcast highly enough, it is truly a pearl!
Ben Thompson and James Allworth deliver very knowledgeable insights into the mobile industry. It is a joy to listen to Ben Thompson analyzing business models, strategies, and tactics with surgical precision and presenting the results with great explanatory skills, while his co-host James jumps in at the right times to add the important societal aspect and post great questions. Both also have a good sense of humor and it is as fun as it is interesting.
If you are at all interested in Apple, Google, Facebook, Tencent and the likes, you cannot do without this.

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