Stratechery.FM is hosted by Ben Thompson, the author and founder of Stratechery, and Jon Nathanson, a writer for Slate. Episodes are recorded weekly and focus on understanding the strategy and business implications of the news of the day, as well as the deeper trends at work in technology.

Find Ben at Exponent.FM

Hi all,

As noted on Stratechery, Ben will be focusing on his original podcast, Exponent, for the foreseeable future.

Jon and Ben are exploring the future of this show and what form it may take, but in the meantime, the feed has been redirected to Exponent. Or, if you wish, you can simply subscribe to the feed directly (or use the iTunes link or follow @exponent).

This site and its archive will remain. Thanks for listening, and for your patience.

Episode 004: Twitter, Secret, and Yik Yak

Episode 004: “Twitter, Secret, and Yik Yak”
Hosts: Jon Nathanson, Ben Thompson
Runtime: 1 hour 36 minutes


00:00:00 Feedback on Net Neutrality

  • Netflix and Net Neutrality link
  • Level3 Post on Internet Congestion link
  • Revealed Preference – Wikipedia link
  • Tim Wu white paper link

00:12:30 Why Jon Doesn’t Use Twitter

  • 44% of Twitter accounts have never sent a tweet link
  • Twitter’s Marketing Problem link

00:41:15 Secret

  • Marc Andreessen criticizes anonymous apps – Business Inside link

00:51:30 Yik Yak

  • Yik Yak Seeks to Shut Off Access To High School and Middle School Students link
  • 9 teenage suicides linked to Ask.FM link

01:09:10 The Ethics of Anonymous Apps


Please submit feedback here.

Follow the show on Twitter @stratecheryfm.

Host: Ben Thompson (@monkbent)
Host and Producer: Jon Nathanson (@jonnathanson)


Episode 003: Net Neutrality

Episode 003: “Net Neutrality”
Hosts: Jon Nathanson, Ben Thompson
Runtime: 1 hour 36 minutes


00:00:00 INTRODUCTION

  • Network Neutrality, Broadband Discrimination by Tim Wu link
  • “FCC Seeks a New Path on ‘Net Neutrality’ Rules” – New York Times link
  • “FCC’s New Net Neutrality Proposal Is Even Worse than You Think” – Slate link

00:05:30 INTERNET ACCESS AS A UTILITY

  • “Common Carrier” – Wikipedia link
  • “Public Utility” – Wikipedia link
  • Marc Andreesen on Net Neutrality “Because sewers and electricity are far more static markets than broadband. You don’t shit 10x as much every 3 yrs.” link

00:17:00 THE ECONOMIC REALITIES OF INTERNET INFRASTRUCTURE

  • “Natural Monopoly” – Wikipedia link
  • “Economic Rent” – Wikipedia link
  • “Rent-Seeking” Wikipedia link

00:23:00 THE ROLE OF THE MARKET VS. THE ROLE OF THE GOVERNMENT

  • “’Revolving Door’ Between ISPs and FCC Blamed for Net Neutrality Ills” – EWeek link

00:39:00 THE US VS. THE REST OF THE WORLD

00:44:12 LEGAL PRECEDENT: HOW DO WE CLASSIFY THE INTERNET?

00:55:15 THROTTLING, PAY-PER-USE, AND USER SELF-REGULATION

  • “Netflix and Net Neutrality” – Stratechery link

01:18:40 WHAT ABOUT GOOGLE FIBER?

  • “On the Future of Google, Part 1” – Asymco link
  • “On the Future of Google, Part 2” – Asymco link

01:35:00 WRAP-UP


Please submit feedback here.

Follow the show on Twitter @stratecheryfm.

Host: Ben Thompson (@monkbent)
Host and Producer: Jon Nathanson (@jonnathanson)


Episode 002: Fat as a Service (FaaS)

Episode 002: “Fat as a Service”
Hosts: Jon Nathanson, Ben Thompson
Runtime: 1 hour 33 minutes

00:00:00 INTRODUCTION

  • Accidental Tech Podcast, Episode 61: “Perfectly Neutral” link

00:02:40 NIKE AND APPLE (BRAND, EXPERIENCE, BUSINESS MODELS, WEARABLES)

  • Nike Fires FuelBand Engineers link
  • Secret thread re: FuelBand link
  • Apple and Nike link

00:40:30 INSIDE APPLE (CULTURE, ORGANIZATION, DETAILS, MARKETING)

  • John Siracusa: “Don’t Stop Thinking About Tomorrow” link
  • “Teleology” Wikipedia
  • Vector episode with Matt Drance link

00:57:30 THE NEW LUXURY MARKET

  • The End of Aspiration link
  • “Capital in the 21st Century” by Thomas Piketty link

01:05:50 THE FUTURE OF “THE BEST” (IMAGE vs. QUALITY, GUCCI vs. APPLE)

01:10:25 WHAT TO EXPECT FROM WEARABLES (iWATCH, GLASS, ECOSYSTEMS, MVP)

01:25:00 FEEDBACK FROM LAST EPISODE

  • Evernote and the “Internet of Me”
  • Stratechery Relaunch & Site Feedback

You can leave comments on this episode at our website. Private feedback form soon!

Follow the show on Twitter @stratecheryfm.

Host: Ben Thompson (@monkbent)
Host and Producer: Jon Nathanson (@jonnathanson)

Episode 001 – Welcome to Stratechery.FM

Episode 001: “Welcome to Stratechery.FM”
Hosts: Jon Nathanson, Ben Thompson
Runtime: 1 hour 36 minutes


0:00:00 Introduction

00:03:00 The Future of Journalism

00:28:00 The Superfan Economy (in Writing, TV, Music)

00:35:00 Why Movies (and some TV) Are Different from Other Content Types

00:48:15 Google Fiber

00:55:23 Dropbox

01:22:07 What Wall Street Values in Tech Companies (And What it Expects)


You can leave comments on this episode at our website.

Follow the show on Twitter @stratecheryfm.

Host: Ben Thompson (@monkbent)
Host and Producer: Jon Nathanson (@jonnathanson)