Episode 197 — ChatGPT (at Normal Speed)

Ben and James reunite to discuss the potential impact of AI on white collar work.</p> <a href="https://stratechery.com/stratechery-plus/">Subscribe to Stratechery Plus</a>, including Sharp Tech and Sharp China.</p> <strong>Links</strong></p> <ul> <li>Ben Thompson: AI Homework — <a href="https://stratechery.com/2022/ai-homework/">Stratechery</a></li> <li>Ben Thompson: An Interview With Daniel Gross and Nat Friedman About the Democratization of AI — <a href="https://stratechery.com/2022/an-interview-with-daniel-gross-and-nat-friedman-about-the-democratization-of-ai/">Stratechery</a></li> </ul> <strong>Hosts</strong></p>  </p> <ul> <li>Ben Thompson, <a href="http://twitter.com/benthompson">@benthompson</a>, <a href="http://stratechery.com">Stratechery</a></li> <li>James Allworth, <a href="http://twitter.com/jamesallworth">@jamesallworth</a>, <a href="https://hbr.org/search?term=James+Allworth&sort=popularity_score">Harvard Business Review</a></li> </ul>  </p> <strong>Podcast Information</strong></p>  </p> <ul> <li><a href="https://exponent.fm/feed/">Feed</a></li> <li><a href="https://itunes.apple.com/us/podcast/exponent/id826420969">iTunes</a></li> <li><a href="https://soundcloud.com/exponentfm">SoundCloud</a></li> <li><a href="http://twitter.com/exponentfm">Twitter</a></li> <li><a href="http://stratechery.com/exponent-feedback/">Feedback</a></h2> </li> </ul>

01:05:50

Episode 196 — Forecasting the Metaverse

Ben and James discuss Facebook and Microsoft’s metaverse announcements, and how the future might play out.</p> <strong>Links</strong></p> <ul> <li>Ben Thompson: Meta — <a href="https://stratechery.com/2021/meta/">Stratechery</a></li> <li>Ben Thompson: An Interview with Mark Zuckerberg about the Metaverse — <a href="https://stratechery.com/2021/an-interview-with-mark-zuckerberg-about-the-metaverse/">Stratechery</a></li> <li>Ben Thompson: AR vs. VR — <a href="https://stratechery.com/2016/ces-2016/">Stratechery</a></li> <li>Ben Thompson: Apps, People, and Jobs to be Done — <a href="https://stratechery.com/2013/apps-people-jobs-to-be-done/">Stratechery</a></li> <li>Ben Thompson: Metaverses — <a href="https://stratechery.com/2021/metaverses/">Stratechery</a></li> </ul> <strong>Hosts</strong></p>  </p> <ul> <li>Ben Thompson, <a href="http://twitter.com/benthompson">@benthompson</a>, <a href="http://stratechery.com">Stratechery</a></li> <li>James Allworth, <a href="http://twitter.com/jamesallworth">@jamesallworth</a>, <a href="https://hbr.org/search?term=James+Allworth&sort=popularity_score">Harvard Business Review</a></li> </ul>  </p> <strong>Podcast Information</strong></p>  </p> <ul> <li><a href="https://exponent.fm/feed/">Feed</a></li> <li><a href="https://itunes.apple.com/us/podcast/exponent/id826420969">iTunes</a></li> <li><a href="https://soundcloud.com/exponentfm">SoundCloud</a></li> <li><a href="http://twitter.com/exponentfm">Twitter</a></li> <li><a href="http://stratechery.com/exponent-feedback/">Feedback</a></h2> </li> </ul>

01:14:51

Episode 195 — Technological Revolutions

Are we in the middle of the IT revolution, or on the verge of something new?</p> <strong>Links</strong></p> <ul> <li>Ben Thompson: The Death and Birth of Technological Revolutions — <a href="https://stratechery.com/2021/the-death-and-birth-of-technological-revolutions/">Stratechery</a></li> <li>Ben Thompson: The End of the Beginning — <a href="https://stratechery.com/2020/the-end-of-the-beginning/">Stratechery</a></li> <li>John Perry Barlow: A Declaration of the Independence of Cyberspace — <a href="https://www.eff.org/cyberspace-independence">EFF</a></li> <li>Ben Thompson: Internet 3.0 and the Beginning of (Tech) History — <a href="https://stratechery.com/2021/internet-3-0-and-the-beginning-of-tech-history/">Stratechery</a></li> <li>Ben Thompson: The Internet and the Third Estate — <a href="https://stratechery.com/2019/the-internet-and-the-third-estate/">Stratechery</a></li> </ul> <strong>Hosts</strong></p>  </p> <ul> <li>Ben Thompson, <a href="http://twitter.com/benthompson">@benthompson</a>, <a href="http://stratechery.com">Stratechery</a></li> <li>James Allworth, <a href="http://twitter.com/jamesallworth">@jamesallworth</a>, <a href="https://hbr.org/search?term=James+Allworth&sort=popularity_score">Harvard Business Review</a></li> </ul>  </p> <strong>Podcast Information</strong></p>  </p> <ul> <li><a href="https://exponent.fm/feed/">Feed</a></li> <li><a href="https://itunes.apple.com/us/podcast/exponent/id826420969">iTunes</a></li> <li><a href="https://soundcloud.com/exponentfm">SoundCloud</a></li> <li><a href="http://twitter.com/exponentfm">Twitter</a></li> <li><a href="http://stratechery.com/exponent-feedback/">Feedback</a></h2> </li> </ul>

01:09:46

Episode 194 — Back on Spotify

Ben and James discuss the history of podcasts and why Spotify’s recent announcements are so compelling for creators.</p> <strong>Links</strong></p> <ul> <li>Ben Thompson: Spotify’s Surprise — <a href="https://stratechery.com/2021/spotifys-surprise/">Stratechery</a></li> <li>Episode 185 — Open, Free, and Spotify — <a href="https://exponent.fm/episode-185-open-free-and-spotify/">Exponent</a></li> <li>Ben Thompson: Podcasts, Analytics, and Centralization — <a href="https://stratechery.com/2017/podcasts-analytics-and-centralization/">Stratechery</a></li> <li>Ben Thompson: Spotify’s Podcast Aggregation Play — <a href="https://stratechery.com/2019/spotifys-podcast-aggregation-play/">Stratechery</a></li> <li>Ben Thompson: Dithering and Open Versus Free — <a href="https://stratechery.com/2020/dithering-and-the-open-web/">Stratechery</a></li> <li>Ben Thompson: Spotify Earnings, Podcasts and Lifetime Value, The Ringer Acquisition — <a href="https://stratechery.com/2020/spotifys-earnings-podcasts-and-lifetime-value-the-ringer-acquisition/">Stratechery</a></li> <li>Ben Thompson: The European Super League, Apple Music’s Letter to Artists — <a href="https://stratechery.com/2021/the-european-super-league-apple-musics-letter-to-artists/">Stratechery</a></li> <li>Ben Thompson: Podcast Subscriptions vs. the App Store — <a href="https://stratechery.com/2021/podcast-subscriptions-vs-the-app-store/">Stratechery</a></li> <li>Ben Thompson: Fearing Spotify?, Apple’s Earnings, Margins and Chips — <a href="https://stratechery.com/2021/fearing-spotify-apples-earnings-margins-and-chips/">Stratechery</a></li> </ul> <strong>Hosts</strong></p>  </p> <ul> <li>Ben Thompson, <a href="http://twitter.com/benthompson">@benthompson</a>, <a href="http://stratechery.com">Stratechery</a></li> <li>James Allworth, <a href="http://twitter.com/jamesallworth">@jamesallworth</a>, <a href="https://hbr.org/search?term=James+Allworth&sort=popularity_score">Harvard Business Review</a></li> </ul>  </p> <strong>Podcast Information</strong></p>  </p> <ul> <li><a href="https://exponent.fm/feed/">Feed</a></li> <li><a href="https://itunes.apple.com/us/podcast/exponent/id826420969">iTunes</a></li> <li><a href="https://soundcloud.com/exponentfm">SoundCloud</a></li> <li><a href="http://twitter.com/exponentfm">Twitter</a></li> <li><a href="http://stratechery.com/exponent-feedback/">Feedback</a></h2> </li> </ul>

01:06:18

Episode 193 — Sovereign Podcasters

Ben and James discuss Substack and the rise of the sovereign creator.</p> <strong>Links</strong></p> <ul> <li>Ben Thompson: Sovereign Writers and Substack — <a href="https://stratechery.com/2021/sovereign-writers-and-substack/">Stratechery</a></li> <li>Ben Thompson: Never-Ending Niches — <a href="https://stratechery.com/2020/never-ending-niches/">Stratechery</a></li> <li>Bruno Maçães: History Has Begun — <a href="https://www.hurstpublishers.com/book/history-has-begun/">Hurst Publishers</a></li> <li>Ben Thompson: Defining Information — <a href="https://stratechery.com/2020/defining-information/">Stratechery</a></li> </ul> <strong>Hosts</strong></p>  </p> <ul> <li>Ben Thompson, <a href="http://twitter.com/benthompson">@benthompson</a>, <a href="http://stratechery.com">Stratechery</a></li> <li>James Allworth, <a href="http://twitter.com/jamesallworth">@jamesallworth</a>, <a href="https://hbr.org/search?term=James+Allworth&sort=popularity_score">Harvard Business Review</a></li> </ul>  </p> <strong>Podcast Information</strong></p>  </p> <ul> <li><a href="https://exponent.fm/feed/">Feed</a></li> <li><a href="https://itunes.apple.com/us/podcast/exponent/id826420969">iTunes</a></li> <li><a href="https://soundcloud.com/exponentfm">SoundCloud</a></li> <li><a href="http://twitter.com/exponentfm">Twitter</a></li> <li><a href="http://stratechery.com/exponent-feedback/">Feedback</a></h2> </li> </ul>

00:57:22

Episode 192 — The Australian Perspective

Ben and James discuss Australia’s Media Bargaining Code and its fall-out.</p> <strong>Links</strong></p> <ul> <li>Ben Thompson: Google Makes Deal With News Corp, Facebook Blocks News in Australia, Microsoft’s Shamelessness — <a href="https://stratechery.com/2021/google-makes-deal-with-news-corp-facebook-blocks-news-in-australia-microsofts-shamelessness/">Stratechery Daily Update</a></li> <li>James Allworth: Australia’s Proposed “Fox News Tax” — <a href="https://jamesallworth.medium.com/australias-proposed-fox-news-tax-5fc1bdf87295">Medium</a></li> </ul> <strong>Hosts</strong></p>  </p> <ul> <li>Ben Thompson, <a href="http://twitter.com/benthompson">@benthompson</a>, <a href="http://stratechery.com">Stratechery</a></li> <li>James Allworth, <a href="http://twitter.com/jamesallworth">@jamesallworth</a>, <a href="https://hbr.org/search?term=James+Allworth&sort=popularity_score">Harvard Business Review</a></li> </ul>  </p> <strong>Podcast Information</strong></p>  </p> <ul> <li><a href="https://exponent.fm/feed/">Feed</a></li> <li><a href="https://itunes.apple.com/us/podcast/exponent/id826420969">iTunes</a></li> <li><a href="https://soundcloud.com/exponentfm">SoundCloud</a></li> <li><a href="http://twitter.com/exponentfm">Twitter</a></li> <li><a href="http://stratechery.com/exponent-feedback/">Feedback</a></h2> </li> </ul>

00:49:14

Episode 191 — Facebook, Twitter, and Trump

Ben and James discuss whether Facebook and Twitter should de-platform President Trump.</p> <strong>Links</strong></p> <ul> <li>Ben Thompson: Tech and Trump — <a href="https://stratechery.com/2016/tech-and-trump-tech-and-politics/">Stratechery</a></li> <li>Ben Thompson: New Defaults — <a href="https://stratechery.com/2021/new-defaults/">Stratechery</a></li> <li>James Allworth: Prioritizing Economics is Crippling the U.S. Economy — <a href="https://jamesallworth.medium.com/the-slow-decay-of-americas-entrepreneurial-society-f9aeb6145891">Medium</a></li> <li>Ben Thompson: Trump and Twitter — <a href="https://stratechery.com/2021/trump-and-twitter/">Stratechery</a></li> </ul> <strong>Hosts</strong></p>  </p> <ul> <li>Ben Thompson, <a href="http://twitter.com/benthompson">@benthompson</a>, <a href="http://stratechery.com">Stratechery</a></li> <li>James Allworth, <a href="http://twitter.com/jamesallworth">@jamesallworth</a>, <a href="https://hbr.org/search?term=James+Allworth&sort=popularity_score">Harvard Business Review</a></li> </ul>  </p> <strong>Podcast Information</strong></p>  </p> <ul> <li><a href="https://exponent.fm/feed/">Feed</a></li> <li><a href="https://itunes.apple.com/us/podcast/exponent/id826420969">iTunes</a></li> <li><a href="https://soundcloud.com/exponentfm">SoundCloud</a></li> <li><a href="http://twitter.com/exponentfm">Twitter</a></li> <li><a href="http://stratechery.com/exponent-feedback/">Feedback</a></h2> </li> </ul>

01:06:24

Episode 190 — Intel, Apple, Disruption, and Differentiation

Ben and James discuss Apple’s new chip announcement and what it means for both Apple and Intel.</p> <strong>Links</strong></p> <ul> <li>James Allworth: Intel’s Disruption is Now Complete — <a href="https://jamesallworth.medium.com/intels-disruption-is-now-complete-d4fa771f0f2c">Medium</a></li> <li>Ben Thompson: Apple’s Shifting Differentiation — <a href="https://stratechery.com/2020/apples-shifting-differentiation/">Stratechery</a></li> <li>Ben Thompson: The Intel Opportunity — <a href="https://stratechery.com/2013/the-intel-opportunity/">Stratechery</a></li> <li>Ben Thompson: Apple, ARM, and Intel — <a href="https://stratechery.com/2020/apple-arm-and-intel/">Stratechery</a></li> <li>Ben Thompson: Chips and Geopolitics — <a href="https://stratechery.com/2020/chips-and-geopolitics/">Stratechery</a></li> <li>Ben Thompson: Intel and the Danger of Integration — <a href="https://stratechery.com/2020/chips-and-geopolitics/">Stratechery</a></li> </ul> <strong>Hosts</strong></p>  </p> <ul> <li>Ben Thompson, <a href="http://twitter.com/benthompson">@benthompson</a>, <a href="http://stratechery.com">Stratechery</a></li> <li>James Allworth, <a href="http://twitter.com/jamesallworth">@jamesallworth</a>, <a href="https://hbr.org/search?term=James+Allworth&sort=popularity_score">Harvard Business Review</a></li> </ul>  </p> <strong>Podcast Information</strong></p>  </p> <ul> <li><a href="https://exponent.fm/feed/">Feed</a></li> <li><a href="https://itunes.apple.com/us/podcast/exponent/id826420969">iTunes</a></li> <li><a href="https://soundcloud.com/exponentfm">SoundCloud</a></li> <li><a href="http://twitter.com/exponentfm">Twitter</a></li> <li><a href="http://stratechery.com/exponent-feedback/">Feedback</a></h2> </li> </ul>

01:00:00

Episode 189 — Bundles

Ben and James discuss the state of bundles in 2020, including Netflix, Amazon, Disney, Microsoft, and Apple.</p> <strong>Links</strong></p> <ul> <li>Ben Thompson: 2020 Bundles — <a href="https://stratechery.com/2020/2020-bundles/">Stratechery</a></li> <li>Ben Thompson: The Great Unbundling — <a href="https://stratechery.com/2017/the-great-unbundling/">Stratechery</a></li> <li>Reed Hastings: 2018 Q4 Letter to Shareholders — <a href="http://q4live.s22.clientfiles.s3-website-us-east-1.amazonaws.com/959853165/files/doc_financials/quarterly_reports/2018/q4/01/FINAL-Q4-18-Shareholder-Letter.pdf">Netflix</a></li> <li>Growth At Any Cost: Top Facebook Executive Defended Data Collection In 2016 Memo — And Warned That Facebook Could Get People Killed — <a href="https://www.buzzfeednews.com/article/ryanmac/growth-at-any-cost-top-facebook-executive-defended-data#.upw3jdyR8">BuzzFeed News</a></li> <li>Ben Thompson: Manifestos and Monopolies — <a href="https://stratechery.com/2017/manifestos-and-monopolies/">Stratechery</a></li> <li>Ben Thompson: Facebook Lenses — <a href="https://stratechery.com/2018/facebook-lenses/">Stratechery</a></li> <li>Casey Newton: Mark in the Middle — <a href="https://www.theverge.com/21444203/facebook-leaked-audio-zuckerberg-trump-pandemic-blm">The Verge</a></li> <li>Ben Thompson: Losing My Amazon Religion — <a href="https://stratechery.com/2014/losing-amazon-religion/">Stratechery</a></li> <li>Ben Thompson: The Jobs TV Does — <a href="https://stratechery.com/2013/the-jobs-tv-does/">Stratechery</a></li> <li>Ben Thompson: The Sports Linchpin — <a href="https://stratechery.com/2016/the-sports-linchpin/">Stratechery</a></li> <li>Ben Thompson: Apple’s “Time Flies” Event, Apple One, Fitness+ and Peloton — <a href="https://stratechery.com/2020/apples-time-flies-event-apple-one-fitness-and-peloton/">Stratechery</a></li> <li>Ben Thompson: PS5 and Xbox, Sony’s Console, Microsoft’s Service — <a href="https://stratechery.com/2020/ps5-and-xbox-sonys-console-microsofts-service/">Stratechery</a></li> </ul> <strong>Hosts</strong></p>  </p> <ul> <li>Ben Thompson, <a href="http://twitter.com/benthompson">@benthompson</a>, <a href="http://stratechery.com">Stratechery</a></li> <li>James Allworth, <a href="http://twitter.com/jamesallworth">@jamesallworth</a>, <a href="https://hbr.org/search?term=James+Allworth&sort=popularity_score">Harvard Business Review</a></li> </ul>  </p> <strong>Podcast Information</strong></p>  </p> <ul> <li><a href="https://exponent.fm/feed/">Feed</a></li> <li><a href="https://itunes.apple.com/us/podcast/exponent/id826420969">iTunes</a></li> <li><a href="https://soundcloud.com/exponentfm">SoundCloud</a></li> <li><a href="http://twitter.com/exponentfm">Twitter</a></li> <li><a href="http://stratechery.com/exponent-feedback/">Feedback</a></h2> </li> </ul>

00:49:17

Episode 188 — Big Tech, Antitrust, and Democracy

Ben and James discuss the antitrust subcommittee hearing, the problems of mixing antitrust and Aggregators, and how to think about regulation and democracy.</p> <strong>Links</strong></p> <ul> <li>Ben Thompson: Antitrust Politics — <a href="https://stratechery.com/2020/antitrust-politics/">Stratechery</a></li> <li>The New York Times: Here’s which tech C.E.O. was asked the most questions by lawmakers. — <a href="https://www.nytimes.com/live/2020/07/29/technology/tech-ceos-hearing-testimony#heres-which-tech-ceo-was-asked-the-most-questions-by-lawmakers">NY Times</a></li> <li>Ben Thompson: Why Doesn’t Apple Enable Sustainable Businesses on the App Store? — <a href="https://stratechery.com/2013/why-doesnt-apple-enable-sustainable-businesses-on-the-app-store/">Stratechery</a></li> <li>Ben Thompson: Apple’s China Problem — <a href="https://stratechery.com/2017/apples-china-problem/">Stratechery</a></li> <li>Ben Thompson: The Antitrust Hearing, The Role of Congress, CEO Questions — <a href="https://stratechery.com/2020/the-antitrust-hearing-the-role-of-congress-ceo-questions/">Stratechery Daily Update</a></li> <li>Ben Thompson: A Framework for Regulating Competition on the Internet — <a href="https://stratechery.com/2019/a-framework-for-regulating-competition-on-the-internet/">Stratechery</a></li> <li>Ben Thompson: Ends, Means, and Antitrust — <a href="https://stratechery.com/2017/ends-means-and-antitrust/">Stratechery</a></li> <li>James Allworth: Prioritizing Economics is Crippling the U.S. Economy — <a href="https://medium.com/@jamesallworth/the-slow-decay-of-americas-entrepreneurial-society-f9aeb6145891">Medium</a></li> <li>Ben Thompson: TikTok Key Money, Rule By Law, China Gaslighting — <a href="https://stratechery.com/2020/tiktok-key-money-rule-by-law-china-gaslighting/">Stratechery Daily Update</a></li> <li>Ben Thompson: Tech and Trump: The Meeting — <a href="https://stratechery.com/2016/tech-and-trump-the-meeting-google-self-driving-cars-waymo-uber-deploys-self-driving-cars-in-san-francisco/">Stratechery Daily Update</a></li> </ul> <strong>Hosts</strong></p>  </p> <ul> <li>Ben Thompson, <a href="http://twitter.com/benthompson">@benthompson</a>, <a href="http://stratechery.com">Stratechery</a></li> <li>James Allworth, <a href="http://twitter.com/jamesallworth">@jamesallworth</a>, <a href="https://hbr.org/search?term=James+Allworth&sort=popularity_score">Harvard Business Review</a></li> </ul>  </p> <strong>Podcast Information</strong></p>  </p> <ul> <li><a href="https://exponent.fm/feed/">Feed</a></li> <li><a href="https://itunes.apple.com/us/podcast/exponent/id826420969">iTunes</a></li> <li><a href="https://soundcloud.com/exponentfm">SoundCloud</a></li> <li><a href="http://twitter.com/exponentfm">Twitter</a></li> <li><a href="http://stratechery.com/exponent-feedback/">Feedback</a></h2> </li> </ul>

00:54:35