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 Feed iTunes SoundCloud Twitter Feedback
Analysis: done · source seed