Episode 066 — You Don’t Know What You Don’t Know

Exponent

Ben Thompson / James Allworth

Technology

4.6 • 832 Ratings

🗓️ 12 February 2016

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ben and James discuss winner-take-all dynamics and its implications for advertising, bubble talk, and venture capital. Plus, what Facebook and Marc Andreessen got wrong about Free Basics and India. This episode is sponsored by Wunder Capital. Make a good investment and do good at the same time through Wunder Capital’s solar investment opportunities. Create an account for free at WunderCapital.com/exponent. Links Ben Thompson: The Reality of Missing Out — Stratechery Leslie Picker and Peter Eavis: Deal Shows Investors Are Willing to Make a Blind Bet on Uber — The New York Times Mike Isaac: Delivery Start-Ups Face Road Bumps in … Continue reading Episode 066 — You Don’t Know What You Don’t Know

Transcript

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0:00.0	Hi, James. Ben, how are you? Oh, struggling, James. I'm struggling. Why are you struggling, Ben?
0:07.4	You made me wake up at 7 a.m. to record this podcast. Oh, my gosh. I made you. See, it's funny how... You're in my
0:16.2	my tone-loak voice. My friend in college used to call it.
0:26.5	It's funny how people's recollection of things changes early in the morning because last night I remember, oh my gosh, James, can we record this some other time?
0:30.4	I'm like, Ben, sure.
0:31.5	How about tomorrow?
0:32.4	He's like, tomorrow morning would be great.
0:34.0	Okay, Ben, I'll do tomorrow morning then.
0:36.2	And now I made you wake up. Oh, great. Okay, Ben, I'll do tomorrow morning then. And now I made you wake up.
0:38.1	Oh, whatever. I had game night. I had to get my day update done. Oh, yep.
0:44.9	How'd it go? It went good. I dominated it. Dominated. That's what I like to hear. Dominated.
0:51.9	We have a, we have a new sponsor today.
0:55.1	We do.
0:56.3	Yes, which is a very interesting one.
0:58.4	They are.
0:59.3	And so support for this episode of Exponent comes from Wonder Capital.
1:03.8	It's WUNDR.
1:06.0	Yeah.
1:06.2	W-O-N-D-R.
1:07.0	They are the leading online investment platform that allows individuals to invest in large-scale
1:13.0	solar projects across the US. Wonders' solar investment funds allow you to earn up to 11% annually
1:18.9	while diversifying your portfolio, curbing pollution and combating global climate change.
	...

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