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Feb 2020
1h 5m

Episode 182 — Scale Scale Scale

Ben Thompson / James Allworth
About this episode

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, An Interview with Dan Wang — Stratechery Daily Update | Daily Update Podcast
  • Ben Thompson: Email Addresses and Razor Blades — Stratechery
  • Ben Thompson: Dollar Shave Club and the Disruption of Everything — Stratechery
  • Ben Thompson: First, Do No Harm — Stratechery
  • Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
  • Ben Thompson: The Local News Business Model — Stratechery
  • Ben Thompson: Brandless Closes, The DTC Facebook Challenge, DTC Versus Softbank — Stratechery Daily Update
  • Ben Thompson: Morgan Stanley Acquires E*Trade, Intuit Reportedly Acquiring Credit Karma, User Acquisition and Market Power — Stratechery Daily Update

Hosts

Podcast Information

 

Up next
Dec 2022
Episode 197 — ChatGPT (at Normal Speed)
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 Democratiza ... Show More
1h 5m
Nov 2021
Episode 196 — Forecasting the Metaverse
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: ... Show More
1h 14m
Oct 2021
Episode 195 — Technological Revolutions
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 ... Show More
1h 9m
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