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 (stratechery.com/2019/why-wework-isnt-aws-and-t…)

• Ben Thompson: Cloudflare’s S-1 — Stratechery Daily Update (stratechery.com/2019/why-wework-isnt-aws-and-t…)

• Ben Thompson: AWS and the Impact on Venture Capital — Stratechery (stratechery.com/2015/venture-capital-and-the-i…)

• Ben Thompson: WeWork Delays IPO — Stratechery Daily Update (stratechery.com/2019/wework-delays-ipo-datadog…)

• Ben Thompson: The WeWork IPO — Stratechery (stratechery.com/2019/the-wework-ipo)

• Ben Thompson: Why WeWork Isn’t AWS — Stratechery (stratechery.com/2019/why-wework-isnt-aws-and-t…)

• Ben Thompson: What Is a Tech Company? — Stratechery (stratechery.com/2019/what-is-a-tech-company)

Hosts

• Ben Thompson, @benthompson (twitter.com/benthompson), Stratechery (stratechery.com)

• James Allworth, @jamesallworth (twitter.com/jamesallworth), Harvard Business Review (hbr.org/search?term=James+Allworth&sort=po…)

Podcast Information

• Feed (exponent.fm/feed)

• iTunes (itunes.apple.com/us/podcast/exponent/id826420969)

• SoundCloud (soundcloud.com/exponentfm)

• Twitter (twitter.com/exponentfm)

• Feedback (stratechery.com/exponent-feedback)