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Monopolies and Magnolias (Audio Edition)
Netflix and the Conservation of Attractive Profits - Stratechery by Ben Thompson
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Second, I’m reflecting on a point former Netscape CEO Jim Barksdale famously made in 1995: “There are only two ways to make money in business: bundling and unbundling.” I think we’re burnt out by the fragmentation that the D2C era brought to everything. After subscribing to tons of hyper-niche content over the years, the idea of a couple brands we ... See more
Michelle Rose Joseph • No. 13 — Reclaiming Discovery From the Algorithms
And so what you've ended up with, not surprisingly, is a few key players that happen to own the majority of the IP that is kind of a must have in this industry to have a product offering and a handful of distributors that have gotten scale on distribution of great user experiences like a Spotify, Amazon, a YouTube, whoever you might want to think a... See more
Colossus • Universal Music Group: The Gatekeepers of Music
