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Exponent

Episode 119 — Amazon and Avocados

Exponent

Ben Thompson / James Allworth

Technology

4.6832 Ratings

🗓️ 23 June 2017

⏱️ 60 minutes

🧾️ Download transcript

Summary

Ben and James discuss Amazon’s acquisition of Whole Foods, when acquisitions make sense, and the potential future of antitrust law. Presented by MailChimp Links Ben Thompson: Amazon’s New Customer — Stratechery Ben Thompson: Acquisitions and Network Effects, Antitrust and Network Effects, The Saga of Whole Foods — Stratechery Daily Update Ben Thompson: The Amazon Tax — Stratechery Tom Foster: The Shelf Life of John Mackey — Texas Monthly Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback Presented by MailChimp

Transcript

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0:00.0

Hi, James. Ben, how are you? I'm good. How are you? Yeah, not too bad. San Francisco,

0:05.7

it's starting to get a little warm and any time a little bit of heat hits this city,

0:10.7

everybody kind of doesn't know what to do. It's crazy. I'm used to Australia and it gets very

0:18.4

hot there, but it's funny. Like, you get used to the cool, temperate, call the fog all the time,

0:23.7

and then a little bit of heat, and everybody's just, like, sweltering.

0:26.5

It's kind of funny.

0:28.5

Everyone feels so bad for you.

0:30.4

I'm kind of enjoying it, actually,

0:32.4

but everyone around me is wilting a little bit.

0:36.2

It's kind of funny to watch.

0:39.1

Speaking of heat, there have been a lot of hot takes over over the last week about what of the probably more shocking acquisitions

0:45.4

which is amazon whole foods but before we get to that are thanks to melchimp for sponsoring

0:50.7

exponent as they do every week melchimp you can build your brand and sell more stuff.

0:55.6

You can use Melchip to send better email. Whether you need to sell your product, share some big news,

0:59.1

or tell a story, Melchimp's campaign builder makes it easy for you to create email campaigns that

1:03.7

best suits your message. Our thanks to Melchimp for sponsoring exponent. That's a new one.

1:08.8

You segue before the raid. I'm impressed. We got a new read. We got new reads.

1:13.8

We have hot takes. We have everything. It's going to be a packed episode. I am really looking forward to

1:18.9

this episode, actually. I mean, I normally look forward to talking to you, but the article this week

1:24.2

you outdid yourself with. It was particularly, it was particularly good. It was

1:30.6

kind of crazy to see the internet aflutter with the news of Amazon's acquisition of Whole Foods.

1:38.0

And the take that you came with was so unique to you and so different from everybody else and so much explanatory

...

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