Ben and James discuss winner-take-all dynamics and its implications for advertising, bubble talk, and venture capital. Plus, what Facebook and Marc Andreessen got wrong about Free Basics and India. This episode is sponsored by Wunder Capital. Make a good investment and do good at the same time through Wunder Capital’s solar investment opportunities. Create an account for free at WunderCapital.com/exponent. Links Ben Thompson: The Reality of Missing Out — Stratechery Leslie Picker and Peter Eavis: Deal Shows Investors Are Willing to Make a Blind Bet on Uber — The New York Times Mike Isaac: Delivery Start-Ups Face Road Bumps in … Continue reading Episode 066 — You Don’t Know What You Don’t Know

Episode 066 — You Don’t Know What You Don’t Know

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 066 — You Don’t Know What You Don’t Know

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