The Shift in Integration and Modularization in Industries

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Explores the impact of changes in distribution and customer relationships on integrated industries, highlighting the modularization of previously integrated parts of the value chain. It also examines the success of companies like BuzzFeed in providing modular content profitably while traditional entities struggle to adapt.

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