Exponent

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 Sep 201959min

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 Jun 201946min

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 Mai 201955min

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 Mai 201943min

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 Apr 20191h 1min

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 Apr 201948min

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 Apr 201956min

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 Mar 20191h 2min