Stratechery 2020 Bundles
Sep 22, 2020
The podcast dives into the fascinating world of bundling and unbundling in the media industry, showcasing how the internet reshapes business models. Companies like Netflix and Disney are revolutionizing content access and consumer interaction. It further explores the strategies of giants like Disney, Amazon, Microsoft, and Apple in adapting their subscription models to boost revenue. Plus, it discusses Apple's unique bundling tactics versus Microsoft's innovative approaches, highlighting the challenges faced by content-only subscriptions.
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Bundling and Unbundling Dynamics
- Bundling and unbundling occur across various dimensions and value chain points, driven by technological advancements.
- For example, Netflix unbundled traditional TV by removing time constraints but created its own content bundle.
Netflix vs. Fortnite
- Netflix CEO Reed Hastings highlighted the competition for screen time, citing Fortnite as a bigger rival than HBO.
- This emphasizes the broad entertainment landscape and the fight for user engagement across different platforms.
Bundles Beyond Content
- Recent bundles span various media types with different business goals, not just content aggregation.
- Netflix's model is straightforward: bundling shows and selling subscriptions.