Exponent

Episode 177 — Principle Stacks

Ben and James discuss the origins of the First Amendment, what a culture of free expression...

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Episode 176 — The Second Estate Era

Ben and James discuss how the Internet’s impact will be like the printing press’s, and what that...

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Episode 175 — The Abyss Stares Back

Ben and James discuss the NBA and Apple in China and the long-term implications of doing business...

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Episode 174 — Distracted at Facebook

Ben and James discuss Facebook from multiple angles, including child sexual abuse material,...

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Episode 173 — The Exponent IPO

Ben and James discuss Cloudflare and what it is like going through an IPO, as well as what has...

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Episode 172 — Game of Phones

Ben and James discuss WWDC keynote and why it was so important for Apple to move past the iPhone....

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Episode 171 — An Intra-west Debate

Ben and James discuss the U.S.-China trade war and the fundamental issues facing both countries...

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Episode 170 — A Perfect Meal

Ben and James discuss the Zoom and Slack IPOs in the context of Microsoft’s current success and...

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Episode 169 — Family-Friendly Disney

Ben and James discuss Disney’s recent announcements on streaming and what it says about not just...

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Episode 168 — A Community of Loonies

Ben and James discuss why Internet regulation is coming, why it is probably necessary, and how it...

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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...

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Episode 166 — Fence-building vs. Axe-wielding

Ben and James discuss Senator Warren’s proposal to break up Big Tech, including why its history...

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Episode 165 — Mark Zuckerberg’s Projected Self

Ben and James discuss Mark Zuckerberg’s latest missive, whether Facebook is actually changing...

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Episode 164 — Valuing Value Chains

Ben and James discuss Amazon, Walmart, and groceries, Google Cloud versus AWS, and why...

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Exponent 163 — Publishers vs Apple News

Ben and James discuss Apple News as it is today, where Apple wants to take it in the future, and...

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Exponent 162 — Why Exponent Isn’t on Spotify

Ben and James discuss Spotify’s move into podcasts and integration and modularity in value...

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Episode 161 — Vigilante Justice

Ben and James discuss Apple vs Facebook (and Google!). Links Josh Constine: Facebook Pays...

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Episode 160 — Zeros All the Way Down

Ben and James discuss Netflix, why it is an Aggregator, and why Disney isn’t actually a...

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Episode 159 — Inverted Pyramids

Ben and James discuss open source in a cloud world, how enterprise value chains have changed, and...

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Episode 158 — A Significant Shift

Ben and James discuss Apple’s revenue warning and the company’s shift to services. Links Ben...

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