Disney is a digital channel, like what we mistakenly categorize neflex as. What disney is building is a direct to consumer way that they can monetize their content sort of more efficiently. The newyork times is not an aggregator. Just because they have a conection with the users like that's only one small piece of what anargury you need, this fly weel effect. And it's the same thing here. Disney is the new york times, dering the wall street journal. Net flix is facebook and goul it's so interesting.
Ben and James discuss Netflix, why it is an Aggregator, and why Disney isn’t actually a competitor
Links
- Ben Thompson: Netflix Flexes — Stratechery
- Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
- Ben Thompson: Apple Should Buy Netflix — Stratechery
- Ben Thompson: Why TV Has Resisted Disruption — Stratechery
- Ben Thompson: Why Disney and ESPN Will Be OK — Stratechery
Hosts
Podcast Information