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Episode 098 — Shattered Glass

Exponent

Ben Thompson / James Allworth

Technology

4.6832 Ratings

🗓️ 16 December 2016

⏱️ 66 minutes

🧾️ Download transcript

Summary

Ben and James discuss real estate and Opendoor, and the types of startups that will succeed in the future. Presented by MailChimp Links Ben Thompson: Opendoor: A Startup Worth Emulating — Stratechery Ben Thompson: Zillow Acquires Trulia — Stratechery Daily Update Ben Thompson: Google Self-Driving Cars = Waymo — Stratechery Daily Update Ben Thompson: Google, Uber, and the Evolution of Transportation-As-A-Service — Stratechery Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery Ben Thompson: The State of Technology at the End of 2016 — Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, … Continue reading Episode 098 — Shattered Glass

Transcript

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0:00.0

Hi, James.

0:01.0

Ben, how are you?

0:03.2

Well, I'm better than I was when I was editing last week's podcast.

0:07.1

That never quite made it up under the web.

0:09.9

That happens occasionally where we do one of these things and we get to the end of it and we're like, hang on, I'm not sure if this should go see the light of day.

0:20.8

Well, so it's funny because... I'm not sure if this should go see the light of day.

0:28.2

Well, so it's funny because the problem is that we managed to devolve.

0:36.2

We're going to touch on real estate in a moment and open door and I think kind of do a two for one for the last couple weeks' worth of topics on strategy.

0:38.2

But I message you.

0:43.6

I'm like, we just spent 40 minutes getting in-depth on an industry that neither of us are remotely qualified to get this in-depth into.

0:46.2

I was really enjoying the conversation, but at the end when you messaged me, it was like,

0:51.3

Ben, come on, this is just like business school.

0:54.0

Like, in-depth analysis of an

0:55.6

industry that we know nothing about. What could possibly go wrong? I know. That's the problem,

1:00.3

because we're actually very, we're very skilled at the, at the long-running BS. But I think we took it

1:07.4

just a bit too far, honestly. And everyone, all the long-term listeners are like, really?

1:11.3

You could do more?

1:12.3

But no, it's true.

1:13.3

We can take it to the extreme.

1:15.0

And we did.

1:16.5

I think we should stop divulging the fact that we might be bullshitting on a regular

1:22.1

basis to everybody who's listening right now, or they might cotton on and stop listening.

...

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