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Exponent

Episode 161 — Vigilante Justice

Exponent

Ben Thompson / James Allworth

Technology

4.6 • 832 Ratings

🗓️ 1 February 2019

⏱️ 63 minutes

🧾️ Download transcript

Summary

Ben and James discuss Apple vs Facebook (and Google!). Links Josh Constine: Facebook Pays Teens to Install VPN That Spies on Them — TechCrunch Facebook’s Onavo Gives Social-Media Firm Inside Peek at Rivals’ Users — Wall Street Journal Ben Thompson: Facebook Versus Apple — Stratechery Daily Update Ben Thompson: Manifestos and Monopolies — Stratechery Andrew Bosworth Memo — BuzzFeed 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.

0:01.1

Ben, how are you?

0:02.4

I'm doing better than Facebook and Google's internal operations.

0:05.7

Yes.

0:06.0

Let's put it that way.

0:07.2

And maybe other companies, I guess, we'll see soon enough.

0:11.5

Yeah, so the big, big developments, I wrote about Facebook and the context of BuzzFeed,

0:17.9

which tied into some of the, a lot of our discussion last week actually

0:21.8

in terms of Netflix and where integration happens on a value chain. But you you have demanded

0:26.8

that we talk about something else. So I will I will I will heed to your demands. I feel like

0:32.0

we should we should revisit the topics of integration and modularity in the context of Netflix and Disney and suppliers

0:39.4

and also in the context of Facebook and BuzzFeed and all those folks. But maybe we'll return

0:44.6

to the regularly scheduled programming next week or something. What do you think?

0:48.1

Yeah, you're you're you're you're you felt like we hadn't talked about Facebook enough

0:51.4

recently. So I I get it. I understand how it goes.

0:55.2

Yeah. Well, this week, can you blame me? There have been, there have been some fireworks, I think,

1:00.0

would be, would be an understatement. I would agree with that. It's interesting, though. It's

1:04.6

going from fireworks to fireball, and it seems to be engulfing a few other folks. So the topic at hand,

1:10.1

the big news is really Apple making

1:12.3

the decision to cut Facebook off with their enterprise development certificate, which is basically

1:17.8

the thing that allows Facebook to develop all internal applications, whether they're early

1:23.6

versions of future applications or internal only applications. To back up a little bit,

...

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