Episode 189 — Bundles
Ben and James discuss the state of bundles in 2020, including Netflix, Amazon, Disney, Microsoft, and Apple. Links Ben Thompson: 2020 Bundles — Stratechery Ben Thompson: The Great Unbundling — Stratechery Reed Hastings: 2018 Q4 Letter to Shareholders —...
October 6, 202049m 17s
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Show Notes
Ben and James discuss the state of bundles in 2020, including Netflix, Amazon, Disney, Microsoft, and Apple.
Links
- Ben Thompson: 2020 Bundles — Stratechery
- Ben Thompson: The Great Unbundling — Stratechery
- Reed Hastings: 2018 Q4 Letter to Shareholders — Netflix
- Growth At Any Cost: Top Facebook Executive Defended Data Collection In 2016 Memo — And Warned That Facebook Could Get People Killed — BuzzFeed News
- Ben Thompson: Manifestos and Monopolies — Stratechery
- Ben Thompson: Facebook Lenses — Stratechery
- Casey Newton: Mark in the Middle — The Verge
- Ben Thompson: Losing My Amazon Religion — Stratechery
- Ben Thompson: The Jobs TV Does — Stratechery
- Ben Thompson: The Sports Linchpin — Stratechery
- Ben Thompson: Apple’s “Time Flies” Event, Apple One, Fitness+ and Peloton — Stratechery
- Ben Thompson: PS5 and Xbox, Sony’s Console, Microsoft’s Service — Stratechery
Hosts
- Ben Thompson, @benthompson, Stratechery
- James Allworth, @jamesallworth, Harvard Business Review
Podcast Information