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Exponent 162 — Why Exponent Isn’t on Spotify

Exponent

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Is Netflixon Aggregate, Disney Not?

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"

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