Facebook Doesn't Control the Price, but the Lever Is Supply

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

Hosts

• Ben Thompson, @benthompson, Stratechery
• James Allworth, @jamesallworth, Harvard Business Review

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