David Bianculli: Netflix is more aggregated on the side between distribution and the uses, and therefore have commoditized supplies. He says disney is more integrated around the content. The ones that really tend to win in that ap environment are ones that then use the ap to integrate in somewhere else," he says. "It's not valuable to be a disney or new york times"
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