"Good content is still meaningful. You can still build real businesses if you have differentiation there" "You don't need to be an aggrogatory disy wants to create great content, and i think they're building a good model to great rea content" 'The directo consumer market is a great way to incentivize the creation of compelling content' "'Do you relly want to fight an efflix on their turf?' That's a pretty tall order," he says.
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