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 Feed iTunes SoundCloud Twitter Feedback
Analysis: done · source seed