What Is the Value of Credit Karma?

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I think all this talk about antitrust is totally in the wrong direction. These issues are only going to be solved through the legislative process, because what we have on the books is just not suited to this environment. It's problematic as a member of society that these companies are so powerful and can end up causing far more problems than there are actually an issue with them. The real action, what actually matters,. what is actually meaningful in the market is owning demand, not controlling supply.

Ben and James discuss the FTC’s decision to block the acquisition of Harry’s Razors, the DTC market, and the difference between being a monopoly and being too big.

Links

Ben Thompson: Apple’s Investor Warning, Foxconn’s Investor Warning, An Interview with Dan Wang — Stratechery Daily Update | Daily Update Podcast
Ben Thompson: Email Addresses and Razor Blades — Stratechery
Ben Thompson: Dollar Shave Club and the Disruption of Everything — Stratechery
Ben Thompson: First, Do No Harm — Stratechery
Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
Ben Thompson: The Local News Business Model — Stratechery
Ben Thompson: Brandless Closes, The DTC Facebook Challenge, DTC Versus Softbank — Stratechery Daily Update
Ben Thompson: Morgan Stanley Acquires E*Trade, Intuit Reportedly Acquiring Credit Karma, User Acquisition and Market Power — Stratechery Daily Update