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Exponent

Episode 159 β€” Inverted Pyramids

Exponent

Ben Thompson / James Allworth

Technology

4.6 β€’ 832 Ratings

πŸ—“οΈ 19 January 2019

⏱️ 45 minutes

🧾️ Download transcript

Summary

Ben and James discuss open source in a cloud world, how enterprise value chains have changed, and AWS versus Microsoft. Links Ben Thompson: AWS, MongoDB, and the Economic Realities of Open Source β€” Stratechery Ben Thompson: How Google is Challenging AWS β€” Stratechery Satya Nadella on Microsoft β€” Stratechery Daily Update Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback

Transcript

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0:00.0

Hi, James. Ben, how are you? Well, last week we were recording after you got off a long flight.

0:06.7

We are now recording after I just got off long flight, so I had to match your hustle.

0:11.6

Yeah, calm is a bitch sometimes, huh? Hey, you know what? We said we're back. We could both now say

0:16.7

we are committed to being back. There we go, indeed. So this week was interesting.

0:21.0

As I mentioned in my daily update yesterday, I was actually in the States.

0:24.7

I had a few personal things to attend to, and it worked out that Microsoft was holding an event

0:30.3

this week for a number of journalists that I was able to sort of tie the two together.

0:34.4

It's like this big game of Jenga.

0:35.7

Whenever I need to go back to the States, I try to see how many things it can pack into that trip as possible.

0:40.5

In November, I'm like, oh, I need to go back in January.

0:42.7

And then I got an email from myself, like, oh, it's perfect.

0:44.3

I'd love to do that.

0:45.1

So it worked out.

0:45.8

Went there.

0:46.1

They had an all-day thing there. a few other Microsoft executives. And it was interesting. I put up a transcript of the talk he

0:55.4

game, which is a little dense, probably a little hard to sort of get into. But I thought it'd be,

0:59.4

you know, worth reading if you're into that sort of thing. And then also was still writing

1:04.0

trajectory, of course. And I think there's actually a surprising connection between the two things.

1:08.0

So maybe we can get into that and see if we can tease it out.

1:15.1

Yeah, before we do, I mean, maybe you're actually up on me on this whole travel thing, because I was coming back from a holiday in Australia and you sound like you're coming back

1:18.8

from the States having a jam-pack schedule. So credit to you. Well, thank you. I appreciate that.

1:24.2

But your flight was longer. Yeah, that's possibly sure. So I wrote this week about

...

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