Podcast Episodes
Back to SearchShein, TikTok and Netflix - thinking about limits
Season 3 Episode 11
Shein added 60k new products in the last week - double Zara and H&M's total combined stock. Netflix made more shows last year than the entire US TV i…
3 years, 9 months ago
Metaverse - how to be wrong in the right way
Season 3 Episode 10
What do we mean when we say 'the metaverse'? And what do we mean by interoperability?
It's far more useful to get specific about how we think about th…
3 years, 9 months ago
Stories in the noise
Season 3 Episode 9
Elon made a lot of noise this week, but what else was going on? We chat about half a dozen things that happened in tech this week, all of them more i…
3 years, 9 months ago
Netflix isn't a tech company
Season 3 Episode 8
Netflix missed its numbers, but what's really going on in streaming? Is this a tech company, and does it have winner-takes-all effects? Or are all th…
3 years, 10 months ago
The future of Twitter
Season 3 Episode 7
Elon is on manoeuvres, but what are the problems? Has he thought about this at all? Why has Twitter always been such a mess, and why is it such a tin…
3 years, 10 months ago
Are you a seal?
Season 3 Episode 6
‘Big tech’ is big and scary, but do they care about your market? They could come in, yes, and make a mess, but would that make any sense for them? An…
3 years, 10 months ago
The Evolution of networks
Season 3 Episode 5
Web3 will remake networks, content and online publishing - apparently. But how many cycles have we been through, how much do the forms, networks and …
3 years, 11 months ago
Ukraine
Season 3 Episode 4
A chat about Ukraine without pretending we know about Russia, geopolitics and Ukraine. Rather we will focus on some of the things happening in and ar…
3 years, 11 months ago
Talking about crypto
Season 3 Episode 3
Crypto is so big and yet so unclear that we can’t even agree what to call it. What does ‘web3’ mean, what might it mean, how do we ignore the noise, …
4 years ago
The retail reset
Season 3 Episode 2
Everything comes out of Covid (we hope), especially retail. US ecommerce penetration jumped forward a little and the UK a lot, but what kinds of comp…
4 years ago