Ben and James discuss the Theory of the Conservation of Attractive Profits, Intel, Netflix, and how it all applies to Disney. Presented by MailChimp Links Ben Thompson: Disney’s Choice — Stratechery Ben Thompson: Disney Follow-up — Stratechery Daily Update 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: ESPN: From Franchise to Business — Stratechery Daily Update Warren Buffett: 1991 Letter to Shareholders — Berkshire Hathaway Ben Thompson: Netflix Goes Global — Stratechery Daily Update Ben Thompson: Correction the Netflix … Continue reading Episode 122 — From Intel to Disney

Episode 122 — From Intel to Disney

A podcast about tech and society, hosted by Ben Thompson and James Allworth

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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

Episode 197 — ChatGPT (at Normal Speed)

Episode 197 — ChatGPT

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 iTunes SoundCloud Twitter Feedback

Episode 196 — Forecasting the Metaverse

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, @jamesallworth, Harvard Business Review   Podcast Information   Feed iTunes SoundCloud Twitter Feedback

Episode 195 — Technological Revolutions

Ben and James discuss the history of podcasts and why Spotify's recent announcements are so compelling for creators.

Episode 122 — From Intel to Disney

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