Episode 024: A Celebratory Goblet of Champagne

Episode 005: The World Has Changed: This episode surprised us; through a discussion of who is at fault in the latest series of new vs old-world spats, we realized that not only has the Internet fundamentally changed winners-and-losers, but also the very nature of economic competition and... by Exponent

60 min listen

Episode 003: Valiantly Defending Jobs: This episode is all about the (alleged) Apple Beats acquisition. While it may make a certain amount of business sense, does it signify a small but significant change in Apple’s priorities, and is it a cause for concern? by Exponent

63 min listen

Episode 011: Red Pill or Blue Pill?: In this episode we discuss this tweet of Ben’s: Apple has a monopoly on the iOS market. And monopolies are profitable. — Ben Thompson (@monkbent) July 25, 2014 We also discuss the news that OKCupid and Facebook are running tests on their users. by Exponent

57 min listen

Episode 007: “Growing Up” v “Hungry and Foolish”: There’s a bit of a consensus building post WWDC: Apple has grown up, and it’s great. But is it great? Is it possible that something essential has been lost? After all, a lot of the praise being heaped on Apple and Tim Cook was once used for another com... by Exponent

56 min listen

Episode 036 – Tradeoffs: In this week’s episode Ben and James discuss tradeoffs in the context of net neutrality, AT&T’s new gigabit service, and Lenovo’s Superfish debacle Note: when talking about the history of cable, Ben kept saying “companies” instead of “communities. by Exponent

74 min listen

Episode 026: GROW GROW GROW FIGHT FIGHT FIGHT: Ben and James briefly discuss Ben’s belief in the Internet opportunity for content creators, and then dive in to the recent Uber controversy. Links Publishers and the Smiling Curve: Ben Thompson – Stratechery Differentiation and Value Capture in the In... by Exponent

72 min listen

Episode 029 – Drones: Ben and James discuss the problems with drones, how they could be used for terrorism, and how you balance upside and downside. Links Felix Salmon: Whither Nanopublishing? – Medium James Allworth: Thinking Twice About Drones – Stratechery (Members-only)... by Exponent

69 min listen

Episode 013: BuzzFeed and Native Advertising: In this week’s episode we discuss feedback about Ben’s Android criticism, then dive into Andreessen Horowitz’s $50 million investment into BuzzFeed. Is there a real business here? We also discuss native advertising: Ben is quite a bit more optimistic t... by Exponent

59 min listen

Episode 027 – Regulation, Stagnation, and Culture: Ben and James follow up on last week’s Uber discussion, talk about the problem with regulation, and worry about stagnation and the different cultures of Europe, America, and Asia. Links Nicole Campbell: What Was Said at the Uber Dinner – Huffington Pos... by Exponent

59 min listen

Episode 002: The Missing Episode: This episode was actually recorded on February 18; however, due to circumstances, we had to hibernate Exponent and the episode was never actually edited and posted. Now that the show is back – for good this time – we wanted to post the “missing episode... by Exponent

42 min listen

Episode 001 – The Garbage Truck Song: In this, the first episode of the Exponent podcast, we talk about our background, Microsoft and disruption, and the meaning of culture. We also explore our goals for this podcast, and just a bit about Taiwanese garbage trucks. by Exponent

47 min listen

Episode 017: Let’s End it There: In this week’s episode we follow-up on Episode 15’s console discussion, and then dive into the Apple Watch introduction. We cover why we were disappointed in the presentation, and discuss the luxury market in Asia and why the Edition will cost thousand... by Exponent

70 min listen

Episode 004 – Technology and Politics: Are the recent debates on net neutrality, the protests of Google buses, even SOPA a sign of things to come? Building on Ben’s article The Net Neutrality Wake-up Call Ben and James discuss the intersection of technology and politics. by Exponent

62 min listen

Episode 010: Clap on Three: In this episode we discuss feedback about Uber and pricing, then discuss Ben’s recent articles on Microsoft and Apple/IBM. Ben Thompson: It’s Time to Split Up Microsoft – Stratechery Ben Thompson: Big Blue and Apple’s Soul – Stratechery (Note: We recor... by Exponent

44 min listen

Episode 025: Twitter and Taylor: Ben and James discuss Twitter and its strategic options, as well as YouTube’s new music service, Taylor Swift and Spotify, plus the special return of the garbage truck song. Links Twitter Sharpens Its Strategy to Win Over Investors – Wall Street Journa... by Exponent

78 min listen

Episode 014: The Rise of the Algorithm: In this week’s episode we spend a good bit of time revisiting the native ads discussion, then dive into the different ways that Twitter and Facebook have handled the news this week. From there we discuss Twitter’s timeline changes, by Exponent

63 min listen

Episode 012: The Internet Rainforest: In this week’s episode we discuss how the Internet is enabling not only big winners, but also small, focused niche players, and why that’s exciting. We also discuss the impact this transition will have on society, by Exponent

64 min listen

Episode 038 – Feeds and Speeds for Life: In this week’s episode Ben and James discuss why California is unique, diversity and inequality, James’ work on “How Will You Measure Your Life”, making decisions, and whether or not business school was worth it for us. Links Clayton Christensen, by Exponent

73 min listen

Episode 022: Peak Google, Monologue Edition: In this week’s episode Ben and James discuss Ben’s article “Peak Google” and the future of advertising. Links Ben Thompson: Peak Google – Stratechery Benedict Evans: The Irrelevance of Microsoft – Ben-Evans. by Exponent

60 min listen

Episode 008: Debating Disruption: In this episode we take on the validity of Disruption Theory in three parts: A discussion of Jill Lepore’s New Yorker article attacking disruption, as well as the debate that surrounded the article Ben’s article from last fall “What Clayton Christensen... by Exponent

62 min listen

Episode 006: Product versus Profit: In this episode we discuss why James was less excited by WWDC than was Ben, why the Beats acquisition may actually be a textbook response to the Innovator’s Dilemma, whether Apple has every truly faced disruption, by Exponent

65 min listen

Episode 017: Let’s End it There (Updated): In this week’s episode we follow-up on Episode 15’s console discussion, and then dive into the Apple Watch introduction. We cover why we were disappointed in the presentation, and discuss the luxury market in Asia and why the Edition will cost thousand... by Exponent

69 min listen

Episode 023: Apple Pay: In this week’s episode Ben and James discuss Apple Pay and its impact on retailers and banks. Links Glenn Fleishman: A Week of Apple Pay: Chips, PINs, and…signatures? – Six Colors Ben Thompson: The Problem with Payments – Stratechery Ben Thompson: Why ... by Exponent

70 min listen

Episode 020: I Want You to be Wrong: In this week’s episode Ben and James discuss the problems with Ello’s business model, James’ discomfort with Facebook, and why Social Networks always have ads. We also talk about incentives and something surprising Ben learned from the notorious Episod... by Exponent

69 min listen

Episode 016: Naked People: In this week’s episode we discuss James’ first ever trip to Burning Man, ugliness in modern culture and on the Internet, the new divide in politics, and ultimately why we have hope for the future. Links Grover Norquist: My First Burning Man: Confession... by Exponent

71 min listen

Episode 028: Squirrel!: Ben and James discuss the recent App Store controversy and how a person – or company’s – greatest strength is also their greatest weakness. Plus a special 2nd recording about the Harvard business school professor and the Chinese restaurant. by Exponent

73 min listen

Episode 031 – Flabbergasted: James thinks the idea of copyright is outdated and should be abolished. Ben is, well, see the title. Hosts Ben Thompson, @monkbent, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter F... by Exponent

78 min listen

Episode 034 – The Story of Stratechery: This is the story of Stratechery, presented with much sheepishness on Ben’s part. How Ben thought about the market, his business model, and more. We apologize that this is a little long and perhaps a bit choppy. It’s hard to talk about us! by Exponent

88 min listen

Episode 035 – Fascinating: We apologize for the late delivery of this podcast! In this week’s episode Ben and James discuss why Apple is so fascinating, why the Mac lost to Windows, debate whether or not Google should have open-sourced Android, by Exponent

77 min listen

Episode 024: A Celebratory Goblet of Champagne: The idea for Exponent was hatched when Ben and James were arguing about Ben’s article What Clayton Christensen Got Wrong a year ago. In this episode, we finally reach a resolution to the question about how Apple escapes disruption. Plus, by Exponent

86 min listen

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Episode 024: A Celebratory Goblet of Champagne

Episode 024: A Celebratory Goblet of Champagne

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