Episode 083 — Microsoft & LinkedIn versus Apple & WWDC

Exponent

Ben Thompson / James Allworth

Technology

4.6 • 832 Ratings

🗓️ 17 June 2016

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ben and James discuss Microsoft’s acquisition of LinkedIn and Apple’s WWDC announcements, and figure out why they feel so differently about the two of them. Links James Allworth: Who’s going to be having sleepless nights after Microsoft’s LinkedIn deal? — Medium Ben Thompson: Microsoft and Apple Double Down — Stratechery Ben Thompson: How Satya Nadella Killed Windows Phone — Stratechery Microsoft’s Nadella Manages Legacy of Ballmer-Board Split — Bloomberg Ben Thompson: The Deal That Makes No Sense — Stratechery Ben Thompson: The Curse of Culture — Stratechery Ben Thompson: Apple’s Organizational Crossroads — Stratechery James Allworth: The Blessing of Failure … Continue reading Episode 083 — Microsoft & LinkedIn versus Apple & WWDC

Transcript

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0:00.0	Hi, James. Ben, how are you? I'm good. How are you? I'm good. It's crazy that we are in
0:07.9	geographical proximity, oh, much closer geographical proximity than we usually are. I think you're
0:15.0	about 20 miles away, but yet we're still doing this recording remotely. I'm not, I'm not sure I could,
0:20.7	I'm not sure I could concentrate doing this and doing it in the same room.
0:25.4	It's like I've gotten so used to having you remote.
0:28.7	There's lots of directions I could take, I could take that.
0:31.2	Why might I distract you, James?
0:35.0	I, I, the, the, the fiery Roth, just getting it in the headphones is one thing
0:40.0	the baleful eye at the same time might be too much I do have quite the stink eye
0:44.7	the question is the question is will the stink eye be brought out today because uh
0:50.8	we both wrote this week.
0:55.0	Yours kind of came out of nowhere.
0:56.7	Suddenly, James is analyzing the finer details of Microsoft buying LinkedIn.
1:02.2	It was a little bit out of the blue,
1:04.0	but it's something that I've been thinking about for a period of time,
1:08.1	but from a very different perspective,
1:10.2	the importance of data and how it can
1:12.8	enable companies to compete orthogonally with those that may not typically be in their space.
1:19.5	It's something that I've been, I've done a lot of thinking about. We've talked about a bunch.
1:23.1	And one of the ways in which it came up was thinking about it from the perspective of CRMs.
1:29.3	And when you, I mean, there are many different angles to Microsoft LinkedIn.
1:34.3	And I just went in on one in particular.
	...

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