Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 6min
Is Low Consumer Pricing Really a Useful Lens?
05:43 • 2min
What's the Fundamental Competitive Threat to VR?
07:30 • 2min
Vertical Integration
09:05 • 5min
Is the Activision Deal a Little Bit More Unique Versus the Meta Deal?
13:40 • 5min
Amazon Buying Twitch as a Streaming Platform?
18:57 • 3min
Is There a Theory for What You Can Buy?
21:47 • 3min
Are You Not Living in Silicon Valley?
25:01 • 4min
What's the Next Wave of Anti-Commeditiveness?
29:27 • 5min
Is the FTC Trying to Buy Random Penguin Random House?
34:19 • 3min
Do You Think Amazon Is the Monopolist in E-Books?
36:59 • 2min