Exponent

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...

8 Mar 201957min

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 ...

1 Mar 20191h 6min

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 Ben Thompson:...

15 Feb 201955min

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 Ben Thompson: Lessons From Spoti...

8 Feb 201953min

Ben and James discuss Apple vs Facebook (and Google!). Links Josh Constine: Facebook Pays Teens to Install VPN That Spies on Them — TechCrunch Facebook’s Onavo Gives Social-Media Firm Inside Peek at R...

1 Feb 20191h 3min

Ben and James discuss Netflix, why it is an Aggregator, and why Disney isn’t actually a competitor Links Ben Thompson: Netflix Flexes — Stratechery Ben Thompson: Netflix and the Conservation of Attrac...

25 Jan 201947min

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 — St...

19 Jan 201944min

Ben and James discuss Apple’s revenue warning and the company’s shift to services. Links Ben Thompson: Apple’s Errors — Stratechery Letter from Tim Cook to Apple Investors — Apple Ben Thompson: Two Be...

11 Jan 201948min