We've talked a lot about the idea of ormartinal cost. For example, it'sn electra tacry rate. I can send out one email and it's basically the same price for me to send it to ten people as to send to a hundred people or a thousand people. On a marginal basis, it cost zero for facebook to provide a unique page to every single person on earth. It's zero's all the way down. And so this idea of margional cost, this is the key to understanding soutwere and technology, period.
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