191 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
    • 4.7 • 722 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 190 — Intel, Apple, Disruption, and Differentiation

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

    • 1 hr
    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

Customer Reviews

4.7 out of 5
722 Ratings

722 Ratings

hdribhiiehejj ,

Latest episode was phenomenal but James is right about Tik Tok

Anti-trust laws really are out of date and the emotional assault on these companies is hardly wise or helpful. Something has to be done but it has to be done right. Also, Tik Tok wouldn’t be where it was if Facebook wasn’t banned from China. James is right.

Gumshue ,

Deep insights into emerging tech

If you’re interested in existing and emerging technologies and gaining deep insights into this multifaceted landscape, you’ll really value what Ben and James generously deliver here. A fun and wonderfully informative listen.

🤔™️ ,

Thompson & Allworth Partnership is Engaging Without Peers. 10/10

Attentive tech watchers are doubtlessly familiar with Ben Thompson’s analysis by now. As a multi-year reader, I can attest to the volume and quality of his work. Ben also possesses the rare gift of communicating his ideas clearly — to the point where I can borrow his concepts to explain the value of Amazon Web Services to my grandparents who, bless their hearts, only know one type of server: those that work at Golden Corral.

At this point in their careers, Ben may be the more recognizable member of this duo. However, James Allworth provides Ben with what their audience deserves: a true peer. James has great breadth and is particularly adept at provoking engaging discussions. I have yet to listen to another podcaster who excels at going five levels deep to the extent that James does.

Listeners should know that once they hear the “Ben! How are you?” opening they are in for a 45 minute treat. I am gratefully working my way through their 180+ episode back catalog — and hopeful that we will have be able to listen to another 100+ episodes of the great partnership between these two.

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