Integration vs. Modularity in Different Industries

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The speakers discuss the concept of integration versus modularity in different industries, using pharmaceutical companies as an example. They explore the profitability of being fully integrated and the challenges it poses when generics can replicate the product.

Ben and James discuss the Theory of the Conservation of Attractive Profits, Intel, Netflix, and how it all applies to Disney.

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Links

Ben Thompson: Disney’s Choice — Stratechery
Ben Thompson: Disney Follow-up — Stratechery Daily Update
Ben Thompson: Aggregation Theory — Stratechery
Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
Ben Thompson: The Truth about Windows Versus the Mac — Stratechery
Ben Thompson: ESPN: From Franchise to Business — Stratechery Daily Update
Warren Buffett: 1991 Letter to Shareholders — Berkshire Hathaway
Ben Thompson: Netflix Goes Global — Stratechery Daily Update
Ben Thompson: Correction the Netflix Story — Stratechery Daily Update
Ben Thompson: Disney Shifts to Streaming, Disney Versus Netflix, ESPN — Stratechery Daily Update
Ben Thompson: Apple’s Organizational Crossroads — Stratechery
Ben Thompson: TV Advertisings Surprising Strength — and Inevitable Fall — Stratechery