Ben and James follow-up on Facebook versus the media, and then dive into Spectacles and what makes for a compelling product.

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Links

• Ben Thompson: Facebook Tweetstorm — Twitter
• Ben Thompson: How the Snap Spectacles Story Broke, Facebook Overestimated Video Metric — Stratechery Daily Update
• Ben Thompson: Economic Power in the Age of Abundance — Stratechery
• Warren Buffett: 1991 Letter to Shareholders — Berkshire Hathaway
• Ben Thompson: Snapchat Spectacles and the Future of Wearables — Stratechery
• Ben Thompson: Snapchat’s Ladder — Stratechery
• Ben Thompson: Facebook, Phones, and Phonebooks — Stratechery
• Seth Stevenson: Snapchat Releases First Hardware Product, Spectacles — Wall Street Journal
• Full transcript: Benchmark general partner Bill Gurley on Recode Decode — Recode
• Ben Thompson: Does Uber Have a Strategy Problem? — Stratechery
• Ben Thompson: Obsoletive — Stratechery
• Ben Thompson: Apple Watch = Health and Fitness — Stratechery

Hosts

• Ben Thompson, @benthompson, Stratechery
• James Allworth, @jamesallworth, Harvard Business Review

Podcast Information

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