Episode 160 — Zeros All the Way Down

Ben and James discuss Netflix, why it is an Aggregator, and why Disney isn’t actually a competitor

Links

  • Ben Thompson: Netflix Flexes — Stratechery
  • Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
  • Ben Thompson: Apple Should Buy Netflix — Stratechery
  • Ben Thompson: Why TV Has Resisted Disruption — Stratechery
  • Ben Thompson: Why Disney and ESPN Will Be OK — Stratechery

Hosts

Podcast Information