The Internet's Changing That

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The media was a leading indicator of all these sorts of things happening. Your newspaper, local newspaper, integrated their publisher and delivery trucks with the actual editorial. The internet's changed that. And it's weird because this is why it's so important to understand your business.

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