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 — Strate...
20 Syys 201959min
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 Ben Thompson: Apple’s Middle Age — Stratechery Le...
13 Kesä 201946min
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 We Were P...
24 Touko 201955min
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...
10 Touko 201943min
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 — Stratech...
19 Huhti 20191h 1min
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 New Live...
12 Huhti 201948min
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, Let...
5 Huhti 201956min
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 aga...
15 Maalis 20191h 2min
