Episode 182 — Scale Scale Scale
Ben and James discuss the FTC’s decision to block the acquisition of Harry’s Razors, the DTC market, and the difference between being a monopoly and being too big. Links Ben Thompson: Apple’s Investor Warning, Foxconn’s Investor Warning,
February 28, 20201h 5m
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Show Notes
Ben and James discuss the FTC’s decision to block the acquisition of Harry’s Razors, the DTC market, and the difference between being a monopoly and being too big.
Links
- Ben Thompson: Apple’s Investor Warning, Foxconn’s Investor Warning, An Interview with Dan Wang — Stratechery Daily Update | Daily Update Podcast
- Ben Thompson: Email Addresses and Razor Blades — Stratechery
- Ben Thompson: Dollar Shave Club and the Disruption of Everything — Stratechery
- Ben Thompson: First, Do No Harm — Stratechery
- Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
- Ben Thompson: The Local News Business Model — Stratechery
- Ben Thompson: Brandless Closes, The DTC Facebook Challenge, DTC Versus Softbank — Stratechery Daily Update
- Ben Thompson: Morgan Stanley Acquires E*Trade, Intuit Reportedly Acquiring Credit Karma, User Acquisition and Market Power — Stratechery Daily Update
Hosts
- Ben Thompson, @benthompson, Stratechery
- James Allworth, @jamesallworth, Harvard Business Review
Podcast Information