Ben and James discuss real estate and Opendoor, and the types of startups that will succeed in the future. Presented by MailChimp Links Ben Thompson: Opendoor: A Startup Worth Emulating — Stratechery Ben Thompson: Zillow Acquires Trulia — Stratechery Daily Update Ben Thompson: Google Self-Driving Cars = Waymo — Stratechery Daily Update Ben Thompson: Google, Uber, and the Evolution of Transportation-As-A-Service — Stratechery Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery Ben Thompson: The State of Technology at the End of 2016 — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, … Continue reading Episode 098 — Shattered Glass

Ben and James discuss cloud computing and why Google fell behind AWS, and how the company is taking a very wise strategy in catching up. Note: Due to a recording error Ben’s track quality is poor. Our apologies. Presented by MailChimp Links Ben Thompson: How Google is Challenging AWS — Stratechery Ben Thompson: Amazon Re:Invent, Google vs AWS vs IBM vs Microsoft — Stratechery Daily Update Steve Yegge: Stevey’s Google Platforms Rant — Google Plus Ben Thompson: The Amazon Tax — Stratechery Ben Thompson: Apple’s Organizational Crossroads — Stratechery Transcript: @Chamath At StrictlyVC’s Insider Series — Semil Shah Blog Ben … Continue reading Episode 097 — Google Versus AWS

Ben and James discuss the fake news epidemic on Facebook, from its structural causes to its effects. Then, Facebook committed sins of omission; the tech industry ought not do the same. Presented by MailChimp Links Ben Thompson: Fake News — Stratechery Ben Thompson: Aggregation Theory — Stratechery How Teens In The Balkans Are Duping Trump Supporters With Fake News — BuzzFeed Facebook fake-news writer: ‘I think Donald Trump is in the White House because of me’ — Washington Post Ben Thompson: Friction — Stratechery Viral Fake Election News Outperformed Real News On Facebook In Final Months Of The US Election — BuzzFeed … Continue reading Episode 096 — Sins of Commission and Omission

Ben and James discuss the Trump election, filter bubbles, and the responsibility of the tech industry. Presented by MailChimp Links Ben Thompson: Donald Trump is the President-Elect, Tech Under Trump, The Big Picture — Stratechery Daily Update Episode 085: Ballots and Guillotines — Exponent Ben Thompson: The Brexit Possibility — Stratechery James Allworth: Brexit, Trump, and the Ultimatum Game — Medium Ben Thompson: The Voters Decide — Stratechery “Day One in Trump’s America” — Twitter Moments Kim-Mai Cutler: “The best way to have the stickiest and most lucrative product? Be a systematic tool for confirmation bias.” — Twitter Ben Thompson: … Continue reading Episode 095 — The Backlash Has Arrived

Ben and James discuss when acquisitions make sense, why Apple shouldn’t buy Tesla, and debate whether they should or should not buy Netflix. Presented by MailChimp Links Ben Thompson: Apple Should Buy Netflix — Stratechery Ben Thompson: Why Apple Shouldn’t Buy Netflix — Stratechery Daily Update Ben Thompson: Best — Stratechery Ben Thompson: It’s a Tesla — Stratechery Ben Thompson: Netflix and Aggregation Theory — Stratechery Daily Update The Netflix Backlash: Why Hollywood Fears a Content Monopoly — Hollywood Reporters Ben Thompson: Netflix’s Earnings —Stratechery Daily Update Ben Thompson: Everything as a Service — Stratechery Steve Blank: Why Tim Cook … Continue reading Episode 094 — Should Apple Buy Netflix?

Ben and James discuss the difference between the IT era and the Internet Revolution, first in the context of newspapers and then in the context of society broadly. Presented by MailChimp Links Jack Shafer: What If the Newspaper Industry Made a Colossal Mistake? — Politico Ben Thompson: The IT Era and the Internet Revolution — Stratechery Ben Thompson: Snapchat Changes Publisher Monetization — Stratechery Ben Thompson: The Sports Linchpin — Stratechery Ben Thompson: TV Advertising’s Surprising Strength — and Inevitable Fall — Stratechery Ben Thompson: Friction — Stratechery Barack Obama, Neural Nets, Self-Driving Cars, and the Future of the World … Continue reading Episode 093 — The Disruption of Everything

Ben and James discuss what Consumerization of IT means in the context of Workplace by Facebook, Skype Teams, and Slack. Note: This podcast originally had a dead spot at the 8:13 mark. It has been fixed. To update please delete the podcast and re-download. Presented by MailChimp Links Ben Thompson: Chat and the Consumerization of IT — Stratechery David Moschella, Doug Neal, Piet Opperman, John Taylor: The ‘Consumerization’ of Information Technology — CSC Ben Thompson: What Clayton Christensen Got Wrong — Stratechery John Gruber: Blackberry vs iPhone — Daring Fireball Peter Bright: Going all-in: Ars interviews Microsoft’s Steve Ballmer — … Continue reading Episode 092 — Defining Consumerization of IT

Ben and James discuss the history of Android and why Google’s new phone signifies such a profound shift for the company. Presented by MailChimp Links Farhad Manjoo: MailChimp and the Un-Silicon Valley Way to Make It as a Start-Up — The New York Ttimes Ben Thompson: The Android Detour — Stratechery Ben Thompson: The Truth About Windows Versus the Mac — Stratechery Ben Thompson: The State of Consumer Technology at the End of 2014 — Stratechery Ben Thompson: Google’s Go-to-Market Gap — Stratechery Ben Thompson: Why Google’s Pixel-Android Strategy is Smart, Samsung Buys Viv, Google Home — Stratechery Ben Thompson: … Continue reading Episode 091 — Google’s New Business Model

Ben and James follow-up on Facebook versus the media, and then dive into Spectacles and what makes for a compelling product. Presented by MailChimp Links Ben Thompson: Facebook Tweetstorm — Twitter Ben Thompson: How the Snap Spectacles Story Broke, Facebook Overestimated Video Metric — Stratechery Daily Update Ben Thompson: Economic Power in the Age of Abundance — Stratechery Warren Buffett: 1991 Letter to Shareholders — Berkshire Hathaway Ben Thompson: Snapchat Spectacles and the Future of Wearables — Stratechery Ben Thompson: Snapchat’s Ladder — Stratechery Ben Thompson: Facebook, Phones, and Phonebooks — Stratechery Seth Stevenson: Snapchat Releases First Hardware Product, Spectacles … Continue reading Episode 090 — Fashionable to Be Cynical

Ben and James discuss Oracle’s prospects in the crowd and how the Internet has changed the enterprise. Presented by MailChimp Links Ben Thompson: Oracle’s Cloudy Future — Stratechery Ben Thompson: Is AWS a Commodity? — Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp