Integration vs. Modularity in Technology Markets

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This chapter explores the concept of integration versus modularity in technology markets, discussing the advantages and disadvantages of each approach. It examines notable examples such as Intel and Microsoft, highlighting the effects of integration on industry domination and profit attraction. The chapter also delves into the shift in requirements for computing devices in the mobile era and the implications for integration with operating systems.

Ben and James discuss the Theory of the Conservation of Attractive Profits, Intel, Netflix, and how it all applies to Disney.

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Links

Ben Thompson: Disney’s Choice — Stratechery
Ben Thompson: Disney Follow-up — Stratechery Daily Update
Ben Thompson: Aggregation Theory — Stratechery
Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
Ben Thompson: The Truth about Windows Versus the Mac — Stratechery
Ben Thompson: ESPN: From Franchise to Business — Stratechery Daily Update
Warren Buffett: 1991 Letter to Shareholders — Berkshire Hathaway
Ben Thompson: Netflix Goes Global — Stratechery Daily Update
Ben Thompson: Correction the Netflix Story — Stratechery Daily Update
Ben Thompson: Disney Shifts to Streaming, Disney Versus Netflix, ESPN — Stratechery Daily Update
Ben Thompson: Apple’s Organizational Crossroads — Stratechery
Ben Thompson: TV Advertisings Surprising Strength — and Inevitable Fall — Stratechery