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 Thompson: An Interview With Daniel Gross and Nat Friedman About the Democratization of AI — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
Dec 09, 2022•1 hr 6 min•Transcript available on Metacast 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 the Metaverse — Stratechery Ben Thompson: AR vs. VR — Stratechery Ben Thompson: Apps, People, and Jobs to be Done — Stratechery Ben Thompson: Metaverses — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed ...
Nov 05, 2021•1 hr 15 min•Transcript available on Metacast 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 — Stratechery John Perry Barlow: A Declaration of the Independence of Cyberspace — EFF Ben Thompson: Internet 3.0 and the Beginning of (Tech) History — Stratechery Ben Thompson: The Internet and the Third Estate — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallwort...
Oct 18, 2021•1 hr 10 min•Transcript available on Metacast 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 Spotify — Exponent Ben Thompson: Podcasts, Analytics, and Centralization — Stratechery Ben Thompson: Spotify’s Podcast Aggregation Play — Stratechery Ben Thompson: Dithering and Open Versus Free — Stratechery Ben Thompson: Spotify Earnings, Podcasts and Lifetime Value, The Ringer Acquisi...
Apr 30, 2021•1 hr 6 min•Transcript available on Metacast 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: History Has Begun — Hurst Publishers Ben Thompson: Defining Information — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
Mar 26, 2021•57 min•Transcript available on Metacast 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 — Stratechery Daily Update James Allworth: Australia’s Proposed “Fox News Tax” — Medium Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
Feb 19, 2021•49 min•Transcript available on Metacast 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: Prioritizing Economics is Crippling the U.S. Economy — Medium Ben Thompson: Trump and Twitter — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
Jan 08, 2021•1 hr 6 min•Transcript available on Metacast 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 Differentiation — Stratechery Ben Thompson: The Intel Opportunity — Stratechery Ben Thompson: Apple, ARM, and Intel — Stratechery Ben Thompson: Chips and Geopolitics — Stratechery Ben Thompson: Intel and the Danger of Integration — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allwo...
Nov 13, 2020•1 hr•Transcript available on Metacast 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 — Strat...
Oct 06, 2020•49 min•Transcript available on Metacast Ben and James discuss the antitrust subcommittee hearing, the problems of mixing antitrust and Aggregators, and how to think about regulation and democracy. Links Ben Thompson: Antitrust Politics — Stratechery The New York Times: Here’s which tech C.E.O. was asked the most questions by lawmakers. — NY Times Ben Thompson: Why Doesn’t Apple Enable Sustainable Businesses on the App Store? — Stratechery Ben Thompson: Apple’s China Problem — Stratechery Ben Thompson: The Antitrust Hearing, The ...
Aug 07, 2020•55 min•Transcript available on Metacast 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 Cultural Clash — Stratechery Ben Thompson: India Bans Chinese Apps, The App Store Firewall — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes Soun...
Jul 10, 2020•57 min•Transcript available on Metacast 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, Zuckerberg’s Power, Zuckerberg’s Conviction — Stratechery Principle Stacks — Exponent Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback
Jun 05, 2020•44 min•Transcript available on Metacast 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 Update Podcast — Stratechery Ben Thompson: Spotify’s Podcast Aggregation Play — Stratechery Ben Thompson: America Wakes Up?, An Interview with Matt Mullenweg About Working From Homey — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Strateche...
May 15, 2020•49 min•Transcript available on Metacast 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: Compaq and Coronavirus — Stratechery Ben Thompson: Zero Trust Information — Stratechery China’s Decision to Leave Asymptomatic Patients off Coronavirus Infection Tally Sparks Debate — Caixin Ben Thompson: Apple’s Organizational Crossroads — Strateche...
Apr 03, 2020•56 min•Transcript available on Metacast 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 Thompson: Economic Power in the Age of Abundance — Stratechery Ben Thompson: The Corona Virus Whistleblowers; NBA Salary Cap Decreases; Apple, Benefits, and Risks — Stratechery Ben Thompson: Disney and COVID-19, The Coronavirus IPO, In Defense of Twitter...
Mar 13, 2020•47 min•Transcript available on Metacast 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 Warning, An Interview with Dan Wang — Stratechery Daily Update | Daily Update Podcast Ben Thompson: Email Addresses and Razor Blades — Stratechery Ben Thompson: Dollar Shave Club and the Disruption of Everything — Stratechery Ben Thompson: First, Do No H...
Feb 28, 2020•1 hr 5 min•Transcript available on Metacast 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 — Stratechery Ben Thompson: The Rationale Behind the Daily Update Podcast, Podcasts and Email, Spotify and the Three Bens — Stratechery Daily Update Ben Thompson: Spotify’s Podcast Aggregation Play — Stratechery Ben Thompson: Spotify Earnings, Podcas...
Feb 21, 2020•55 min•Transcript available on Metacast 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 Passes Away, Professor Christensen and I, Kobe Bryant and Measuring Your Life — Stratechery Daily Update James Allworth, Karen Dillon, and Clayton M. Christensen — How Will You Measure Your Life? Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @...
Jan 31, 2020•58 min•Transcript available on Metacast 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 the Beginning — Stratechery Ben Thompson: Obsoletive — Stratechery Ben Thompson: The End of the Beginning Follow-Up, Technological Revolutions and Financial Capital, Venture versus Productive Capital— Stratechery Daily Update Technological Revolutions and...
Jan 18, 2020•56 min•Transcript available on Metacast 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 leaders. Links Ben Thompson: Integration and Monopoly — Stratechery Ben Thompson: Facebook and the Cost of Monopoly — Stratechery John Gruber: 16-Inch MacBook Pro First Impressions: Great Keyboard, Outstanding Speakers — Daring Fireball Ben Thompson: Apple̵...
Nov 22, 2019•52 min•Transcript available on Metacast 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 wrong about Free Speech — Medium Ben Thompson: The China Cultural Clash — Stratechery The Federalist Papers : No. 84 — Yale Law Rep. Ocasio-Cortez questions Mark Zuckerberg on when Facebook will fact check — YouTube Jon Gertner: The Very, Very Personal ...
Nov 08, 2019•1 hr 1 min•Transcript available on Metacast Ben and James discuss how the Internet’s impact will be like the printing press’s, and what that means for how we should think about Facebook. Note: We apologize for the slight audio discrepancy between Ben and James Links Ben Thompson: The Internet and the Third Estate — Stratechery Ben Thompson: Zuckerberg’s Speech, Facebook Versus China, The Structure of Free Expression — Stratechery Ben Thompson: TV Advertising’s Surprising Strength — And Inevitable Fall — Stratechery Perry Link:...
Oct 25, 2019•55 min•Transcript available on Metacast Ben and James discuss the NBA and Apple in China and the long-term implications of doing business with authoritarian governments. Links Ben Thompson: The China Cultural Clash — Stratechery r/HongKong: List Of Companies Under China’s Censorship Orders (So Far). Credit To U/Lebe — Reddit Sam Dastyari Quits As Labor Senator Over China Connections — The Guardian Rejected three times due to fear of Beijing, controversial book on China’s secret influence will finally be published — Busines...
Oct 15, 2019•52 min•Transcript available on Metacast Ben and James discuss Facebook from multiple angles, including child sexual abuse material, encryption, Oculus, and a leaked all-hands meeting. Links Ben Thompson: Friction — Stratechery The Internet Is Overrun With Images of Child Sexual Abuse. What Went Wrong? — New York Times Ben Thompson: Child Sexual Abuse Material Online, The Problem With Community, Towards More Friction — Stratechery Casey Newton: Read The Full Transcript of Mark Zuckerberg’s Leaked Internal Facebook Meetings — The ...
Oct 05, 2019•49 min•Transcript available on Metacast 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 — Stratechery Ben Thompson: Cloudflare’s S-1 — Stratechery Daily Update Ben Thompson: AWS and the Impact on Venture Capital — Stratechery Ben Thompson: WeWork Delays IPO — Stratechery Daily Update Ben Thompson: The WeWork IPO — Stratechery Ben Thompson: Why WeWork Isn’t AWS — Stratechery Ben Thomp...
Sep 20, 2019•59 min•Transcript available on Metacast 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 Letter from Tim Cook to Apple investors — Apple Ben Thompson: Strategy Credit — Stratechery Updates to the App Store Guidelines — Apple Ben Thompson: Antitrust, the App Store, and Apple — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Busine...
Jun 13, 2019•47 min•Transcript available on Metacast 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 Pirates, Too — Foreign Policy How China Uses High-Tech Surveillance to Subdue Minorities — New York Times Ben Thompson: The Pollyannish Assumption — Stratechery Ben Thompson: More on Values (and Facebook) — Stratechery Daily Update Ben Thompson: Open, Closed, and Privacy — Stratechery Hosts Ben Thomp...
May 24, 2019•56 min•Transcript available on Metacast 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 Ben Thompson: The State of Technology at the End of 2018 — Stratechery Ben Thompson: Google Fights Back — Stratechery Ben Thompson: The End of Windows — Stratechery Ben Thompson: Microsoft’s Earnings, Microsoft’s Growth Opportunities — Stratechery Ben Thompson: Microsoft Build, Microsoft’s St...
May 10, 2019•44 min•Transcript available on Metacast 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 — Stratechery Ben Thompson: Disney and the Value of the Consumer Relationship, Disney’s Consolidation of Hulu, Comcast and AT&T — Stratechery Daily Update Disney CEO Bob Iger Unveils Details on Disney+ Streaming Service — CNBC Ben Thompson: Airbnb and the Internet Revolution — Stratechery Hosts Ben ...
Apr 19, 2019•1 hr 2 min•Transcript available on Metacast 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 Livestreaming Legislation Fails to Take Into Account How the Internet Actually Works — The Conversation Out of the Clouds and Into the Weeds: Cloudflare’s Approach to Abuse in New Products — Cloudflare Unpacking the Stack and Addressing Complaints about Content — Cloudflare Ben Thompson: Mark Zuckerberg...
Apr 12, 2019•49 min•Transcript available on Metacast 
