Ben and James discuss how the TV industry and the companies that advertise on TV are interconnected, and how they will rise and fall together.

Links

• Ben Thompson: TV Advertising’s Surprising Strength — and Inevitable Fall — Stratechery
• Ben Thompson: The Cord Cutting Fantasy — Stratechery
• Ben Thompson: Why Disney and ESPN Will Be OK — Stratechery
• Ben Thompson: Old-Fashioned Snapchat — Stratechery
• Ben Thompson: How Technology is Changing the World (P&G Edition) — Stratechery
• Ken Doctor: The Macy’s Factor — Politico
• Ben Thompson: Cars and the Future — Stratechery
• Ben Thompson: Publishers and the Smiling Curve — Stratechery
• Ben Thompson: The Changing — and Unchanging — Structure of TV — Stratechery
• Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
• Ben Thompson: The FANG Playbook — Stratechery
• Ben Thompson: Aggregation Theory — Stratechery

Hosts

• Ben Thompson, @benthompson, Stratechery
• James Allworth, @jamesallworth, Harvard Business Review

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