Episode 189 — Bundles
Exponent6 Okt 2020

Episode 189 — Bundles

Ben and James discuss the state of bundles in 2020, including Netflix, Amazon, Disney, Microsoft, and Apple. Links Ben Thompson: 2020 Bundles — Stratechery Ben Thompson: The Great Unbundling — Stratechery Reed Hastings: 2018 Q4 Letter to Shareholders — Netflix Growth At Any Cost: Top Facebook Executive Defended Data Collection In 2016 Memo — And Warned That Facebook Could Get People Killed — BuzzFeed News Ben Thompson: Manifestos and Monopolies — Stratechery Ben Thompson: Facebook Lenses — Stratechery Casey Newton: Mark in the Middle — The Verge Ben Thompson: Losing My Amazon Religion — Stratechery Ben Thompson: The Jobs TV … Continue reading Episode 189 — Bundles

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Episode 197 — ChatGPT (at Normal Speed)

Episode 197 — ChatGPT (at Normal Speed)

Ben and James reunite to discuss the potential impact of AI on white collar work. Subscribe to Stratechery Plus, including Sharp Tech and Sharp China. Links Ben Thompson: AI Homework — Stratechery Ben...

9 Dec 20221h 5min

Episode 196 — Forecasting the Metaverse

Episode 196 — Forecasting the Metaverse

Ben and James discuss Facebook and Microsoft’s metaverse announcements, and how the future might play out. Links Ben Thompson: Meta — Stratechery Ben Thompson: An Interview with Mark Zuckerberg about ...

5 Nov 20211h 14min

Episode 195 — Technological Revolutions

Episode 195 — Technological Revolutions

Are we in the middle of the IT revolution, or on the verge of something new? Links Ben Thompson: The Death and Birth of Technological Revolutions — Stratechery Ben Thompson: The End of the Beginning —...

18 Okt 20211h 9min

Episode 194 — Back on Spotify

Episode 194 — Back on Spotify

Ben and James discuss the history of podcasts and why Spotify’s recent announcements are so compelling for creators. Links Ben Thompson: Spotify’s Surprise — Stratechery Episode 185 — Open, Free, and ...

30 Apr 20211h 6min

Episode 193 — Sovereign Podcasters

Episode 193 — Sovereign Podcasters

Ben and James discuss Substack and the rise of the sovereign creator. Links Ben Thompson: Sovereign Writers and Substack — Stratechery Ben Thompson: Never-Ending Niches — Stratechery Bruno Maçães: His...

26 Mars 202157min

Episode 192 — The Australian Perspective

Episode 192 — The Australian Perspective

Ben and James discuss Australia’s Media Bargaining Code and its fall-out. Links Ben Thompson: Google Makes Deal With News Corp, Facebook Blocks News in Australia, Microsoft’s Shamelessness — Strateche...

19 Feb 202149min

Episode 191 — Facebook, Twitter, and Trump

Episode 191 — Facebook, Twitter, and Trump

Ben and James discuss whether Facebook and Twitter should de-platform President Trump. Links Ben Thompson: Tech and Trump — Stratechery Ben Thompson: New Defaults — Stratechery James Allworth: Priorit...

8 Jan 20211h 6min

Episode 190 — Intel, Apple, Disruption, and Differentiation

Episode 190 — Intel, Apple, Disruption, and Differentiation

Ben and James discuss Apple’s new chip announcement and what it means for both Apple and Intel. Links James Allworth: Intel’s Disruption is Now Complete — Medium Ben Thompson: Apple’s Shifting Differe...

13 Nov 20201h

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