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The podcast discusses the Theory of the Conservation of Attractive Profits, Intel, Netflix, and how it applies to Disney. They explore the concept of integration versus modularity in technology markets and different industries. They also examine the challenges faced by Disney in the changing media landscape and the importance of strategic decision-making. The podcast touches on various topics including the impact of the internet on business analysis and the shift towards streaming services.
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- The Law of Conservation of Attractive Profits explains the shift in integration within a value chain and how it determines where profits accrue.
- Disney faces the challenge of deciding between a direct-to-consumer model and a traditional distribution model, and must find a balance between differentiation and scale.
Deep dives
The Frustration with a Faulty Door
The podcast starts with a discussion about the frustration caused by a faulty electronic door lock, which led to delays in recording the episode.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode