- unregelmäßigErscheinungsrhythmus
- 1 h 00typische Länge
- 10. Dez. 2022letzte Folge
A podcast about tech and society, hosted by Ben Thompson and James Allworth
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Episode 197 — ChatGPT (at Normal Speed)
Ben and James reunite to discuss the potential impact of AI on white collar work. Subscribe to Stratechery Plus (https://stratechery.com/stratechery-plus/), including Sharp Tech and Sharp China. Links • Ben Thompson: AI Homework — Strateche
Episode 196 — Forecasting the Metaverse
Ben and James discuss Facebook and Microsoft’s metaverse announcements, and how the future might play out. Links • Ben Thompson: Meta — Stratechery (https://stratechery.com/2021/meta/) • Ben Thompson: An Interview with Mark Zuckerberg about
Episode 195 — Technological Revolutions
Are we in the middle of the IT revolution, or on the verge of something new? Links • Ben Thompson: The Death and Birth of Technological Revolutions — Stratechery (https://stratechery.com/2021/the-death-and-birth-of-technological-revolutions
Episode 194 — Back on Spotify
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 (https://stratechery.com/2021/spotifys-surprise/) • Episode 185 — Op
Episode 193 — Sovereign Podcasters
Ben and James discuss Substack and the rise of the sovereign creator. Links • Ben Thompson: Sovereign Writers and Substack — Stratechery (https://stratechery.com/2021/sovereign-writers-and-substack/) • Ben Thompson: Never-Ending Niches — St
Episode 192 — The Australian Perspective
Ben and James discuss Australia’s Media Bargaining Code and its fall-out. Links • Ben Thompson: Google Makes Deal With News Corp, Facebook Blocks News in Australia, Microsoft’s Shamelessness — Stratechery Daily Update (https://stratechery.c
Episode 191 — Facebook, Twitter, and Trump
Ben and James discuss whether Facebook and Twitter should de-platform President Trump. Links • Ben Thompson: Tech and Trump — Stratechery (https://stratechery.com/2016/tech-and-trump-tech-and-politics/) • Ben Thompson: New Defaults — Strate
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 (https://jamesallworth.medium.com/intels-disruption-is-now-complete-d4fa771f
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 (https://stratechery.com/2020/2020-bundles/) • Ben Thompson: The Great Unbundling
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 (https://stratechery.com/202
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 (https://strateche
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 (https://stratechery.com/2020/zero-trust-information/) • Ben Thompson: Dust in the
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 (https://dithering.fm/) • Ben Thompson: Dithering and Open Versus Free — Stratechery
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 (https://www.nytimes.com/2020/03/17/opinion/coronavirus-face
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 (h
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,
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
Episode 180 — It’s Been a Week
Ben and James eulogize Professor Clayton M. Christensen Links • Clayton M. Christensen: How Will You Measure Your Life? — Harvard Business Review (https://hbr.org/2010/07/how-will-you-measure-your-life) • Ben Thompson: What Clayton Christen
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. Links • Ben Thompson: The
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 l
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. Links • Ben Thompson: Tech and Liberty — Stratechery (https://stratechery.com/2019/tech-and-liberty/) • Randall Mun
Episode 176 — The Second Estate Era
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: T
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. Links • Ben Thompson: The China Cultural Clash — Stratechery (https://stratechery.com/2019/the-china-cultural-
Episode 174 — Distracted at Facebook
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 (https://stratechery.com/2013/friction/) • The Inte
Episode 173 — The Exponent IPO
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 (https://stratechery.com/2019/why-
Episode 172 — Game of Phones
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 (https://stratechery.com/2019/apples-audacity/) • Ben Thompson: Apple’s Middle Age — Stra
Episode 171 — An Intra-west Debate
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 (https://stratechery.com/2019/china-leverage-an
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. Links • Ben Thompson: Microsoft, Slack, Zoom, and the SaaS Opportunity — Stratechery (https://stratechery.com/2019/microso
Episode 169 — Family-Friendly Disney
Ben and James discuss Disney’s recent announcements on streaming and what it says about not just TV but strategy broadly in the Internet era. Links • Ben Thompson: Disney and the Future of TV — Stratechery (https://stratechery.com/2019/disn
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. Links • Ben Thompson: A Regulatory Framework for the Internet — Stratechery (https://stratechery.com/2019/a-regulatory-fra
