Episode 065 — Competing Against Non-Consumption

Exponent

Ben Thompson / James Allworth

Technology

4.6 • 832 Ratings

🗓️ 29 January 2016

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ben and James discuss Apple earnings, Twitter’s troubles, and whether or not the Internet is over-rated. This episode is sponsored by Wealthfront. See recommended portfolios and get up to $15,000 managed for free by visiting Wealthfront.com/exponent. Links Ben Thompson: Apple’s Good Earnings, Apple is Not a Services Company — Stratechery Daily Update Paul Carsten: China Smartphone Glory Days Are Over as Apple, Xiaomi Face Tough Times — Reuters Ben Thompson: How Facebook Squashed Twitter — Stratechery Ben Thompson: Twitter Follow-up — Stratechery Daily Update Ben Thompson: Twitter’s Marketing Problem — Stratechery James Allworth and Ben Thompson: Check Facebook Time — … Continue reading Episode 065 — Competing Against Non-Consumption

Transcript

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0:00.0	Hi, James.
0:01.0	Ben, how are you?
0:02.0	I'm okay, but you sound a little sleepy.
0:05.0	Yeah, I am a little sleepy.
0:06.0	You're right.
0:07.0	You got me.
0:08.0	I am actually back in Australia.
0:10.0	We mentioned it last week that I got back.
0:13.0	I think I was still running on adrenaline when I spoke to you, but this time it's like,
0:18.0	it's still, I still haven't entirely gotten over it, but it's kind of surreal doing this.
0:22.9	I'm sitting in my childhood bedroom talking to you.
0:26.5	Don't often have...
0:27.6	What you always dreamed of, I'm sure.
0:29.9	You got it in one.
0:33.3	Well, I mean, you are learning, you are learning, James, that as you get older, your body doesn't adjust to things like before we did.
0:43.4	La, la, la, la, don't want to hear. Don't want to know about it. I'm like, I remember this one time when I was in consulting where I managed to go from Bangkok to Hong Kong, Hong Kong, L.A., blah, blah,
0:55.5	like all around the East Coast of the U.S., back to the West Coast, down to Australia, and back
1:00.2	to Bangkok in a week. And I remember on the last leg telling the flight attendants about it,
1:06.9	and they were looking at me like, you're crazy, you're flying more than we are and I was like
1:11.8	yeah this it's fine it's no big deal and now it's just like one long haul flight and my body is
1:17.4	not not interested I'm going to take a week to think about recovering the goal James is to as
1:25.5	you get older and increasingly unable to handle the jet leg,
	...

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