Net flix has two very different organize tions doing this. Like hollywood does creative silicum valley does the tech. But as is always the case, like when you integrate, or you could also think about it when you do purchase,. i want to think about the ways in which the sum of the parts is greater than the whole. The truly influential companies the ones that re shape value chains, it comes from integration.
Ben and James discuss Netflix, why it is an Aggregator, and why Disney isn’t actually a competitor
Links
- Ben Thompson: Netflix Flexes — Stratechery
- Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
- Ben Thompson: Apple Should Buy Netflix — Stratechery
- Ben Thompson: Why TV Has Resisted Disruption — Stratechery
- Ben Thompson: Why Disney and ESPN Will Be OK — Stratechery
Hosts
Podcast Information