Exponent

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 Bears — Stratechery Ben Thompson: Apple’s China Problem — Stratechery Ben Thompson: CES and the Unification of Computing and Consumer Electronics, Google Assistant and Integration, The Modular Competition — Stratechery Daily Update Ben Thompson: The Android Detour — Stratechery Ben Thompson: Apple Should Buy Netflix — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback

James and Ben talk about the connection between Jobs to be Done and Aggregation Theory, why the consumer and enterprise markets are so different, and discomfort with big companies like Google. Links Ben Thompson: Aggregators and Jobs-to-be-Done — Stratechery Ben Thompson: The Scooter Economy — Stratechery Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: The Jobs TV Does — Stratechery Ben Thompson: The State of Technology at the End of 2018 — Stratechery Ben Thompson: What Clayton Christensen Got Wrong — Stratechery Ben Thompson: Data Factories — Stratechery Ben Thompson: Slack versus Teams — Stratechery Ben Thompson: Antitrust, the App … Continue reading Episode 157 — Clumping and Clustering

Exponent is back, kind of. Ben and James talk about Apple’s case in front of the Supreme Court, and debate whether the company is acting anti-competitively with its App Store policies. Links Ben Thompson: Antitrust, the App Store, and Apple — Stratechery Ben Thompson: Apple App Store Follow-up — Stratechery Daily Update Apple Inc. v. Robert Pepper, et al. oral arguments — Supreme Court of the United States Ben Thompson: Apple’s Middle Age — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback

Exponent is taking a break, for now anyways. We couldn’t be more grateful for everyone that has given us so much of their time. Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by WordPress.com

Ben and James discuss Microsoft’s acquisition of GitHub. Note: This is the last episode of the season; Exponent will return in the fall Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: The Cost of Developers — Stratechery Ben Thompson: The End of Windows — Stratechery Ben Thompson: Redmond and Reality — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by WordPress.com

Ben and James continue their discussion on why aggregators and platforms are different and why it matters for big companies, competitors, and regulators. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: The Bill Gates Line — Stratechery Ben Thompson: Manifestos and Monopolies — Stratechery Ben Thompson: The Case Against Google — Stratechery Daily Update Ben Thompson: Why Facebook Shouldn’t Be Allowed to Buy tbh — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by WordPress.com

Ben and James continue to discuss the differences between platforms and aggregators, including Facebook, Microsoft, Apple, Google, Netflix, Amazon, and Uber. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: The Moat Map — Stratechery Ben Thompson: Books and Blogs — Stratechery Ben Thompson: Zillow, Aggregation, and Integration — Stratechery Ben Thompson: Tech’s Two Philosophies — Stratechery Ben Thompson: Casual Gaming is a Sustainable Business, but Not a Platform Differentiator — Stratechery Ben Thompson: Why Doesn’t Apple Enable Sustainable Businesses on the App Store? — Stratechery Ben Thompson: Apple’s China Problem — Stratechery … Continue reading Episode 152 — Platforms Versus Aggregators

Ben and James discuss the differences between Facebook, Google, Microsoft and Apple specifically, and the differences between aggregators and platforms generally. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Google Duplex Demo — YouTube Ben Thompson: Tech’s Two Philosophies — Stratechery Note: The Steve Jobs videos are in the above article Ben Thompson: Platforms Versus Aggregators — Stratechery Daily Update Ben Thompson: Manifestos and Monopolies — Stratechery Ben Thompson: Face is Not the Future — Stratechery Ben Thompson: From Products to Platforms — Stratechery Ben Thompson: Why Doesn’t Apple Enable Sustainable Businesses on the … Continue reading Episode 151 — Two by Twos

Ben and James discuss how Apple and Amazon’s focus on the customer experience protects them from low-end disruption. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: Divine Discontent: Disruption’s Antidote — Stratechery Ben Thompson: What Clayton Christensen Got Wrong — Stratechery Ben Thompson: The $550 iPhone 5C Makes Perfect Sense — Stratechery GRAPH: The Disruptive Innovation Model — Harvard Business Review Louis C K: Everything Is Amazing and Nobody is Happy — YouTube Ben Thompson: Why Microsoft’s Reorganization Is a Bad Idea — Stratechery Ben Bajarin: Top Takeaways From Studying iPhone X … Continue reading Episode 150 — Round Numbers

Ben and James discuss Zillow’s shift in business model and the further refinement of Aggregation Theory through the incorporation of the ideas of disruption. Presented by WordPress.com: Get 15% off on a new site by visiting WordPress.com/Exponent. Links Ben Thompson: Zillow, Aggregation, and Integration — Stratechery Ben Thompson: Opendoor: A Startup Worth Emulating — Stratechery Episode 098: Shattered Glass — Exponent Ben Thompson: Defining Aggregators — Stratechery Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery Ben Thompson: The Truth About Windows Versus the Mac — Stratechery Ben Thompson: Books and Blog … Continue reading Episode 149 — Zillow and Sustaining Aggregation