When you modralize, you basically or breaking up an integration into its component pieces. But i think that's sort of the first step to commoditation. As long as you have an integrated position and value chain, you can't be commoditized. Once your pieces are broken up, then it's sort of a race to the bottom of modification.
Ben and James discuss Spotify’s move into podcasts and integration and modularity in value chains.
Links
- Ben Thompson: Spotify’s Podcast Aggregation Play — Stratechery
- Ben Thompson: Lessons From Spotify — Stratechery
- Ben Thompson: Podcasts, Analytics, and Centralization — Stratechery
- Ben Thompson: The Future of Podcasting — Stratechery
- Ben Thompson: The BuzzFeed Lesson — Stratechery
Hosts
Podcast Information