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- 10. Dez. 2022letzte Folge
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Episode 167 — YouTube and the End of Friction
Ben and James discuss the question of YouTube, why it’s similar and different from Facebook, and why engagement is both alluring and a potential problem. Links • YouTube Executives Ignored Warnings, Letting Toxic Videos Run Rampant — Bloomb
Episode 166 — Fence-building vs. Axe-wielding
Ben and James discuss Senator Warren’s proposal to break up Big Tech, including why its history is wrong, why details matter, and what needs to be done instead. Plus, Spotify’s antitrust complaint against Apple. Links • Senator Elizabeth Wa
Episode 165 — Mark Zuckerberg’s Projected Self
Ben and James discuss Mark Zuckerberg’s latest missive, whether Facebook is actually changing anything, and wonder if the company will ever tell the unvarnished truth. Links • Mark Zuckerberg: A Privacy-Focused Vision for Social Networking
Episode 164 — Valuing Value Chains
Ben and James discuss Amazon, Walmart, and groceries, Google Cloud versus AWS, and why understanding value chains helps evaluate business opportunities. Links • Ben Thompson: The Value Chain Constraint — Stratechery (https://stratechery.com
Exponent 163 — Publishers vs Apple News
Ben and James discuss Apple News as it is today, where Apple wants to take it in the future, and why publishers should push back. Links • Ben Thompson: The Cost of Apple News — Stratechery (https://stratechery.com/2019/the-cost-of-apple-new
Exponent 162 — Why Exponent Isn’t on Spotify
Ben and James discuss Spotify’s move into podcasts and integration and modularity in value chains. Links • Ben Thompson: Spotify’s Podcast Aggregation Play — Stratechery (https://stratechery.com/2019/spotifys-podcast-aggregation-play/) • Be
Episode 161 — Vigilante Justice
Ben and James discuss Apple vs Facebook (and Google!). Links • Josh Constine: Facebook Pays Teens to Install VPN That Spies on Them — TechCrunch (https://techcrunch.com/2019/01/29/facebook-project-atlas/) • Facebook’s Onavo Gives Social-Med
Episode 160 — Zeros All the Way Down
Ben and James discuss Netflix, why it is an Aggregator, and why Disney isn’t actually a competitor Links • Ben Thompson: Netflix Flexes — Stratechery (https://stratechery.com/2019/netflix-flexes/) • Ben Thompson: Netflix and the Conservatio
Episode 159 — Inverted Pyramids
Ben and James discuss open source in a cloud world, how enterprise value chains have changed, and AWS versus Microsoft. Links • Ben Thompson: AWS, MongoDB, and the Economic Realities of Open Source — Stratechery (https://stratechery.com/201
Episode 158 — A Significant Shift
Ben and James discuss Apple’s revenue warning and the company’s shift to services. Links • Ben Thompson: Apple’s Errors — Stratechery (https://stratechery.com/2019/apples-errors/) • Letter from Tim Cook to Apple Investors — Apple (https://w
Episode 157 — Clumping and Clustering
James and Ben talk about the connection between Jobs to be Done and Aggregation Theory, why the consumer and enterprise markets are so different, and discomfort with big companies like Google. Links • Ben Thompson: Aggregators and Jobs-to-b
Episode 156 — Rent-Seeking
Exponent is back, kind of. Ben and James talk about Apple’s case in front of the Supreme Court, and debate whether the company is acting anti-competitively with its App Store policies. Links • Ben Thompson: Antitrust, the App Store, and App
Episode 155 — The End, For Now
Exponent is taking a break, for now anyways. We couldn’t be more grateful for everyone that has given us so much of their time. Hosts • Ben Thompson, @benthompson (http://twitter.com/benthompson), Stratechery (http://stratechery.com) • Jame
Episode 154 — Legacy Leverage
Ben and James discuss Microsoft’s acquisition of GitHub. Note: This is the last episode of the season; Exponent will return in the fall Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent (https://wordpr
Episode 153 — Black Holes
Ben and James continue their discussion on why aggregators and platforms are different and why it matters for big companies, competitors, and regulators. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Expone
Episode 152 — Platforms Versus Aggregators
Ben and James continue to discuss the differences between platforms and aggregators, including Facebook, Microsoft, Apple, Google, Netflix, Amazon, and Uber. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Ex
Episode 151 — Two by Twos
Ben and James discuss the differences between Facebook, Google, Microsoft and Apple specifically, and the differences between aggregators and platforms generally. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.c
Episode 150 — Round Numbers
Ben and James discuss how Apple and Amazon’s focus on the customer experience protects them from low-end disruption. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent (https://wordpress.com/exponent).
Episode 149 — Zillow and Sustaining Aggregation
Ben and James discuss Zillow’s shift in business model and the further refinement of Aggregation Theory through the incorporation of the ideas of disruption. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Ex
Episode 148 — Facebook Fatigue
Ben and James discuss Mark Zuckerberg’s appearances before Congress, and try to sort out exactly which Facebook issues matter, and which don’t. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent (https:
Episode 147 — There’s Always a Bigger Fish
Ben and James discuss Microsoft’s reorganization, how Satya Nadella has managed the decline of Windows, and how it applies to Apple and services. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent (http
Episode 146 — Facebook’s Real Mistake
Ben and James discuss Facebook’s current crisis, and why almost everyone misunderstands what the company did wrong: the problem isn’t advertising, it was Facebook’s desire to be a platform. Presented by WordPress.com: Get 15% off on a new s
Episode 145 — Qualcomm, Patents, and Innovation
Ben and James discuss President Trump’s intervention in Broadcom’s takeover of Qualcomm, the problem with patents, and whether or not markets inherently overvalue short-term thinking. Presented by WordPress.com: Get 15% off on a new site by
Episode 144 — 90s Alt Forever
Ben and James discuss Spotify’s F-1, why Spotify isn’t Netflix, and why record companies are doing well even though they are acting sub-optimally. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent (htt
Episode 143 — Dilly-Dallying Dropbox
Ben and James discuss Dropbox’s S-1 and why the company is a success but still a disappointment. Plus, why companies should go public sooner. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent (https://
Episode 142 (Updated) — Google and Antitrust
Ben and James discuss Google’s recent moves around blocking ads and promoting AMP and whether they raise antitrust questions. Plus, why Microsoft couldn’t have stopped Google, and why cryptocurrencies are aggregator kryptonite. NOTE: The pr
Episode 141 — The Mailbag Episode
Ben and James answer reader questions. Topics include business school, career advice, the nature of strategy, creating the next Silicon Valley, and how governments should deal with the disruptions caused by the Internet. Presented by WordPr
Episode 140 — The Products They Built Along the Way
Ben and James discuss Apple’s strategy of monetizing its customer base, how that explains HomePod, and whether or not it is a problem. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent (https://wordpre
Episode 139 — Amazon and Health Care
Ben and James discuss Amazon’s health care announcement and why the industry is so challenging. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent (https://wordpress.com/exponent). Links • Amazon, Berks
Episode 138 — A Moat Too Far
Ben and James discuss Amazon Go and what it says about the economics of tech and how Amazon is building multiple monopolies. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent (https://wordpress.com/exp
