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Exponent

A podcast about tech and society, hosted by Ben Thompson and James Allworth

episodes

Episode 187 — India, TikTok, and the U.S.

Jul 10, 2020
43 min
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...
Jul 10, 2020 • 43 MIN

Episode 186 — Speech and Systems

Jun 5, 2020
43 min
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,...
Jun 5, 2020 • 43 MIN

Episode 185 — Open, Free, and Spotify

May 15, 2020
48 min
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...
May 15, 2020 • 48 MIN

Episode 184 — Good is Better than Perfect

Apr 3, 2020
55 min
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 Ben Thompson: Unmasking Twitter — Stratechery Ben Thompson:...
Apr 3, 2020 • 55 MIN

Episode 183 — A Search for Everything

Mar 13, 2020
47 min
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 Ben...
Mar 13, 2020 • 47 MIN

Episode 182 — Scale Scale Scale

Feb 28, 2020
65 min
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...
Feb 28, 2020 • 65 MIN

Episode 181 — Competing with Spotify and Regulating Acquisitions

Feb 21, 2020
54 min
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 —...
Feb 21, 2020 • 54 MIN

Episode 180 — It’s Been a Week

Jan 31, 2020
57 min
Ben and James eulogize Professor Clayton M. Christensen Links Clayton M. Christensen: How Will You Measure Your Life? — Harvard Business Review Ben Thompson: What Clayton Christensen Got Wrong — Stratechery Ben Thompson: Clayton Christensen...
Jan 31, 2020 • 57 MIN

Episode 179 — The Water We Swim In

Jan 18, 2020
55 min
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 End of...
Jan 18, 2020 • 55 MIN

Episode 178 — More Ergonomic

Nov 22, 2019
51 min
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...
Nov 22, 2019 • 51 MIN

Episode 177 — Principle Stacks

Nov 8, 2019
60 min
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 Randall Munroe: Free Speech — xkcd Pat Kerr: Why I think xkcd is...
Nov 8, 2019 • 60 MIN

Episode 164 — Valuing Value Chains

Mar 1, 2019
29 min
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 Ben Thompson: Walmart’s...
Mar 1, 2019 • 29 MIN