Net flicks have broken up the studios and channels that used to be integrated. They can now negotiate directly with producers of their own shows. This is because they are in a central place in the value chain, which allows them to drive moduliation. It's an opportunity for netfik to take advantage of fragmented markets like podcasting where you can skip over the set.
Ben and James discuss Spotify’s move into podcasts and integration and modularity in value chains.
Links
- Ben Thompson: Spotify’s Podcast Aggregation Play — Stratechery
- Ben Thompson: Lessons From Spotify — Stratechery
- Ben Thompson: Podcasts, Analytics, and Centralization — Stratechery
- Ben Thompson: The Future of Podcasting — Stratechery
- Ben Thompson: The BuzzFeed Lesson — Stratechery
Hosts
Podcast Information