Episode 179 — The Water We Swim In

Exponent

Ben Thompson / James Allworth

Technology

4.6 • 832 Ratings

🗓️ 18 January 2020

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ben and James discuss whether mobile and hyper-scale clouds are the natural endpoint for this stage of technology, or if new companies will ride new paradigm shifts to replace Amazon, Google, Microsoft, and Apple. Links Ben Thompson: The End of the Beginning — Stratechery Ben Thompson: Obsoletive — Stratechery Ben Thompson: The End of the Beginning Follow-Up, Technological Revolutions and Financial Capital, Venture versus Productive Capital— Stratechery Daily Update Technological Revolutions and Financial Capital — Carlota Perez Ben Thompson: Bubble Talk, Revisited; It [Wasn’t] 1999; The Big Tech Basket — Stratechery Daily Update The Structure of Scientific Revolutions — Thomas … Continue reading Episode 179 — The Water We Swim In

Transcript

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0:00.0	Hi, James.
0:01.0	Ben, how are you?
0:02.0	I'm good.
0:03.0	How are you?
0:04.0	You're the one that has been absent away, traveling, hopefully not being burnt alive.
0:09.0	How was your new year?
0:10.0	It was really nice to be back in Australia.
0:12.0	I spent some time with my family, which is always great, and now an uncle, which was also a really cool experience.
0:19.0	I've got a little baby niece. Thank you.
0:22.1	Little baby niece that's super cute. But yeah, the fires back in Australia were pretty intense.
0:27.1	I was in Sydney, so not directly affected other than all the smoke, but the rest of the country
0:33.4	was on fire and it was really, it still really is not good. It's really sad what's happening back
0:39.7	there. Yeah. No, I mean, not just the images, but the statistics, it is pretty terrifying.
0:46.5	Yeah, it is. And everyone that's been affected. And the animals as well, just like the number of
0:52.7	unique species that are in Australia, and some of them
0:56.2	may no longer exist after what's happened, which is really, really sad to think about. So, yeah,
1:01.6	that part was a little bit of a downer, but otherwise it was really good, but also reinvigorating,
1:07.1	and I'm very excited to be back. How was your holiday? Did you have a good break?
1:11.2	I did.
1:11.7	I did.
1:12.3	I was very sort of busy, you know, from a recreational sense.
1:16.1	But that's a good thing.
	...

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