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  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
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  • More by Ben Thompson
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Latest Podcast

  • The Giannis Sweepstakes Begin in Earnest: Trades, Emails, Memories, Jimmy Carter and Mt. Hood

    Greatest Of All Talk | Jan 30
    The Giannis Sweepstakes Begin in Earnest: Trades, Emails, Memories, Jimmy Carter and Mt. Hood

Exponent Podcast: The Water We Swim In

Friday, January 17, 2020

On Exponent, the weekly podcast I host with James Allworth, we discuss The End of the Beginning.

Listen to it here.

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Related

  • Exponent Podcast: Why Exponent Isn’t On Spotify
    Date
    Friday, February 8, 2019
  • Exponent Podcast: The Exponent IPO
    Date
    Friday, September 20, 2019
  • Exponent Podcast: The Anniversary Episode: iPhone and Exponent
    Date
    Friday, January 13, 2017
←Visa, Plaid, Networks, and Jobs
The Tragic iPad→

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Updates

  • Meta Earnings, Turning Dials, Zuckerberg’s Motivation

    Thursday, January 29, 2026
  • An Interview with Kalshi CEO Tarek Mansour About Prediction Markets

    Wednesday, January 28, 2026
  • Intel Earnings, The Agentic Opportunity, Intel’s Mistaken Pessimism

    Tuesday, January 27, 2026
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Stratechery Plus

Podcasts

  • The Giannis Sweepstakes Begin in Earnest: Trades, Emails, Memories, Jimmy Carter and Mt. Hood

    Greatest Of All Talk | Jan 30
    The Giannis Sweepstakes Begin in Earnest: Trades, Emails, Memories, Jimmy Carter and Mt. Hood
  • Meta’s Tim Cook Doctrine

    Dithering | Jan 30
    Meta’s Tim Cook Doctrine
  • (Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC

    Sharp Tech | Jan 30
    (Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC

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Interviews

  • An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.

    Thursday, January 22, 2026
  • An Interview with United CEO Scott Kirby About Tech Transformation

    Thursday, January 15, 2026
  • An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI

    Thursday, January 8, 2026
View All

Sharp Text

Articles

  • The Scorpion and the Frogs
    Friday, January 30, 2026
  • Was Nico Harrison Wrong?
    Friday, January 23, 2026
  • News in the Era of Irreconcilable Differences
    Friday, January 16, 2026
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Year in Review

The most popular and most important posts on Stratechery by year.

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UpdateS

  • Meta Earnings, Turning Dials, Zuckerberg’s Motivation

    Thursday, January 29, 2026
  • An Interview with Kalshi CEO Tarek Mansour About Prediction Markets

    Wednesday, January 28, 2026
  • Intel Earnings, The Agentic Opportunity, Intel’s Mistaken Pessimism

    Tuesday, January 27, 2026
View All

Stratechery Plus

Podcasts

  • The Giannis Sweepstakes Begin in Earnest: Trades, Emails, Memories, Jimmy Carter and Mt. Hood

    Greatest Of All Talk | Jan 30
    The Giannis Sweepstakes Begin in Earnest: Trades, Emails, Memories, Jimmy Carter and Mt. Hood
  • Meta’s Tim Cook Doctrine

    Dithering | Jan 30
    Meta’s Tim Cook Doctrine
  • (Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC

    Sharptech | Jan 30
    (Preview) Meta’s Plans to Spend $135 Billion, The ‘AI Bubble’ Bubble?, Why Hyperscalers Should NOT Invest in TSMC

Stratechery Plus

Interviews

  • An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros.

    Thursday, January 22, 2026
  • An Interview with United CEO Scott Kirby About Tech Transformation

    Thursday, January 15, 2026
  • An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI

    Thursday, January 8, 2026
View All

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