Is There a Correlation Between Facebook and Snapchat?

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Facebook is limiting the number of ad units per user, which has led to higher prices for advertisers. The company says it's doing this so that an advertiser won't be motivated to explore other platforms such as Snapchat or Instagram. Zuckerberg: "All your traditional thinking on antitrust and price fixing and restricting supply don't apply on the internet"

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

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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
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