Episode 157 — Clumping and Clustering
Listen now
Description
James and Ben talk about the connection between Jobs to be Done and Aggregation Theory, why the consumer and enterprise markets are so different, and discomfort with big companies like Google. Links Ben Thompson: Aggregators and Jobs-to-be-Done — Stratechery Ben Thompson: The Scooter Economy — Stratechery Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: The Jobs TV Does — Stratechery Ben Thompson: The State of Technology at the End of 2018 — Stratechery Ben Thompson: What Clayton Christensen Got Wrong — Stratechery Ben Thompson: Data Factories — Stratechery Ben Thompson: Slack versus Teams — Stratechery Ben Thompson: Antitrust, the App … Continue reading Episode 157 — Clumping and Clustering
More Episodes
Ben and James discuss Senator Warren’s proposal to break up Big Tech, including why its history is wrong, why details matter, and what needs to be done instead. Plus, Spotify’s antitrust complaint against Apple. Links Senator Elizabeth Warren: Here’s how we can break up Big Tech — Medium Ben...
Published 03/15/19
Ben and James discuss Mark Zuckerberg’s latest missive, whether Facebook is actually changing anything, and wonder if the company will ever tell the unvarnished truth. Links Mark Zuckerberg: A Privacy-Focused Vision for Social Networking — Facebook Ben Thompson: Facebook’s Privacy Cake —...
Published 03/08/19
Ben and James discuss Amazon, Walmart, and groceries, Google Cloud versus AWS, and why understanding value chains helps evaluate business opportunities. Links Ben Thompson: The Value Chain Constraint — Stratechery Ben Thompson: Walmart’s Earnings, Walmart’s Grocery Business, Amazon’s Grocery...
Published 03/01/19