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Exponent

Episode 071 — Pickaxe Retailers

Exponent

Ben Thompson / James Allworth

Technology

4.6832 Ratings

🗓️ 18 March 2016

⏱️ 73 minutes

🧾️ Download transcript

Summary

Ben and James discuss the connection between Amazon’s business model and organizational structure, why Dropbox shouldn’t have left AWS, and why Apple should buy Dropbox. Plus, does WeWork’s valuation make sense, and why such companies are exciting. Links Ben Thompson: The Amazon Tax — Stratechery Brad Stone: The Everything Store — Brad-Stone.com Jeff Bezos: 1997 Letter to Sharholders — Amazon FedEx Downplays Amazon Logistics Threat — The Seattle Times Ben Thompson: Dropbox Leaves AWS, Should UPS and Fedex Be Afraid? — Stratechery Dailiy Update Ben Thompson: Stripe Atlas, An Interview with Patrick Collison — Stratechery Daily Update Ben Thompson: Venture … Continue reading Episode 071 — Pickaxe Retailers

Transcript

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0:00.0

Hi, James. Ben, how are you? I'm doing good. I think the question is, how are you? Yeah, I'm a little

0:07.8

bit apprehensive. Oh, come on. I'm not going to bite. No, not apprehensive about the podcast. Why would

0:14.1

I be apprehensive about the podcast, Ben? I have no reason. I mean, first thing, first thing I call you,

0:19.0

and you were saying I'm apprehensive. It makes me apprehensive.

0:21.1

I'm sorry.

0:21.5

We have mutual apprehensiveness.

0:23.7

Well, my source of apprehension is, of course not you.

0:27.6

This conversation is one of the things I look forward to most each week.

0:31.3

Instead, it is the fact that I am going under the knife tomorrow morning.

0:35.1

Oh, thank goodness.

0:36.7

You're only going under, oh, sorry,

0:39.1

that was a little selfish of me. It's not apprehension for me. It's just a knife.

0:47.1

That's a relief. That's the first time I've got that reaction when I've told anybody that.

0:53.2

But no, I'm, I'm joking, obviously.

0:55.5

I know you're joking, of course. I am also, yeah, a little bit nervous, but the show must go on.

1:03.0

So here we are. What's going, if you don't mind me asking, what's going on? Oh, yeah, it's, it's

1:08.0

sinus issues. I've spent a lot of my life swimming.

1:11.7

And actually, a few years back, someone was swimming on the wrong side of the lane.

1:15.8

And both of us were swimming quite quickly.

1:18.1

And it broke my nose.

1:19.4

Plus, I've just had ongoing sinus issues.

1:21.3

And I've been putting off getting it fixed.

...

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