Act 1: From Linear Businesses to Aggregators and Back — Packy McCormick

Stratechery by Ben Thompson

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Whoever Generates the Demand Captures the Value

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Defining Aggregators – Stratechery by Ben Thompson

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Netflix and the Conservation of Attractive Profits - Stratechery by Ben Thompson

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The Current Thing – Stratechery by Ben Thompson

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Who Disrupts the Disrupters? - Not Boring by Packy McCormick

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