Is There a Monopoly in Advertising?

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"I feel like you just made the perfect articulation for the point I was trying to make at the end of last episode, which is effectively, we've got all this innovation happening in direct to consumer space," he said. "It's so hostile for these online brands that they would rather go offline and compete in a brick and mortar world against the old giants."

Ben and James discuss the FTC’s decision to block the acquisition of Harry’s Razors, the DTC market, and the difference between being a monopoly and being too big.

Links

Ben Thompson: Apple’s Investor Warning, Foxconn’s Investor Warning, An Interview with Dan Wang — Stratechery Daily Update | Daily Update Podcast
Ben Thompson: Email Addresses and Razor Blades — Stratechery
Ben Thompson: Dollar Shave Club and the Disruption of Everything — Stratechery
Ben Thompson: First, Do No Harm — Stratechery
Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
Ben Thompson: The Local News Business Model — Stratechery
Ben Thompson: Brandless Closes, The DTC Facebook Challenge, DTC Versus Softbank — Stratechery Daily Update
Ben Thompson: Morgan Stanley Acquires E*Trade, Intuit Reportedly Acquiring Credit Karma, User Acquisition and Market Power — Stratechery Daily Update