Ben Thompson, founder and author, Stratechery (Code Media 2017)

1

Introduction

00:00 • 3min

2

The Law of Conservation of Attractive Profits

03:11 • 3min

3

The New Hardest Problem in the Value Chain

05:58 • 2min

4

The Biggest Loser in the Market Is Facebook

08:10 • 3min

5

TV Is the Monster, Right?

11:34 • 2min

6

What's the Constraint on Storytelling?

13:13 • 3min

7

Unbundling and Unbundling, It's the Only Way to Make Money

15:53 • 3min

8

Is There a Bifurcation Between Direct to Consumer and Subscription?

19:20 • 3min

9

How Did You Create This Subscription Business?

22:09 • 2min

10

Is There a Way to Break Through?

23:42 • 4min

11

Is There a Sustainable Future for Cable?

27:24 • 2min

12

Is There a Way Out?

29:01 • 2min

13

Is Amazon Prime Really the Most Scary Competitor in Video?

30:45 • 2min

14

Video Is a Subscription Business

32:53 • 2min

15

Recode Replay Interviews

34:53 • 2min