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 Fr...

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.

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...

Ben and James discuss the history of podcasts and why Spotify’s recent announcements are so compelling for creators. Links Ben Thompson: Spotify’s Surprise — Stratechery Episode 185 — Open, Free, and Spotify — Exponent Ben Thompson: Podcasts,

Ben and James discuss Substack and the rise of the sovereign creator. Links Ben Thompson: Sovereign Writers and Substack — Stratechery Ben Thompson: Never-Ending Niches — Stratechery Bruno Maçães: History Has Begun — Hurst Publishers Ben Thompson: Defi...

Ben and James discuss Australia’s Media Bargaining Code and its fall-out. Links Ben Thompson: Google Makes Deal With News Corp, Facebook Blocks News in Australia, Microsoft’s Shamelessness — Stratechery Daily Update James Allworth: Australia’s Proposed...

Ben and James discuss whether Facebook and Twitter should de-platform President Trump. Links Ben Thompson: Tech and Trump — Stratechery Ben Thompson: New Defaults — Stratechery James Allworth: Prioritizing Economics is Crippling the U.S.

Ben and James discuss Apple’s new chip announcement and what it means for both Apple and Intel. Links James Allworth: Intel’s Disruption is Now Complete — Medium Ben Thompson: Apple’s Shifting Differentiation — Stratechery Ben Thompson: The Intel Oppor...

Ben and James discuss the state of bundles in 2020, including Netflix, Amazon, Disney, Microsoft, and Apple. Links Ben Thompson: 2020 Bundles — Stratechery Ben Thompson: The Great Unbundling — Stratechery Reed Hastings: 2018 Q4 Letter to Shareholders —...

Ben and James discuss the antitrust subcommittee hearing, the problems of mixing antitrust and Aggregators, and how to think about regulation and democracy. Links Ben Thompson: Antitrust Politics — Stratechery The New York Times: Here’s which tech C.

Ben and James discuss the Indian internet, TikTok, and whether or not the U.S. should ban it. Links Ben Thompson: Facebook Invests in Jio Platforms, The Building of Jio, Understanding the Deal — Stratechery Daily Update Ben Thompson: The China Cultural...

Ben and James discuss the current protests and Facebook’s decision to not take down Trump tweets. Links Ben Thompson: Zero Trust Information — Stratechery Ben Thompson: Dust in the Light — Stratechery Ben Thompson: Zuckerberg’s Choice,

Ben and James discuss Dithering, how Spotify is like Facebook, and a bit about working from home. Links Ben Thompson & John Gruber: Dithering — Dithering Ben Thompson: Dithering and Open Versus Free — Stratechery Ben Thompson: The Daily Update Podcast ...

Ben and James discuss masks and Twitter’s decision to delete tweets about COVID-19. Links Zeynep Tufekci: Why Telling People They Don’t Need Masks Backfired — The New York Times Ben Thompson: Unmasking Twitter — Stratechery Ben Thompson: Compaq and Cor...

Ben and James contrast U.S. and China’s response to the coronavirus, and the choices facing society about how to handle information. Links Ben Thompson: Apple’s Earnings, Slowing Services Growth, Apple and the Coronavirus — Stratechery Ben Thompson: Ec...

Ben and James discuss the FTC’s decision to block the acquisition of Harry’s Razors, the DTC market, and the difference between being a monopoly and being too big. Links Ben Thompson: Apple’s Investor Warning, Foxconn’s Investor Warning,

Ben and James discuss Ben’s new Daily Update Podcast, and why Exponent is not on Spotify. Then, should regulators roll back acquisitions or prioritize the avoidance of unintended consequences? Links Ben Thompson: The Daily Update Podcast — Stratechery ...

Ben and James eulogize Professor Clayton M. Christensen Links Clayton M. Christensen: How Will You Measure Your Life? — Harvard Business Review Ben Thompson: What Clayton Christensen Got Wrong — Stratechery Ben Thompson: Clayton Christensen Passes Away...

Ben and James discuss whether mobile and hyper-scale clouds are the natural endpoint for this stage of technology, or if new companies will ride new paradigm shifts to replace Amazon, Google, Microsoft, and Apple.

Ben and James discuss the downsides of monopoly, and Apple. Then, why there is no absolute answer when it comes to integration or modularization, and why different approaches require different types of organizations and different types of leaders.