Episode 122 — From Intel to Disney

Ben and James discuss the Theory of the Conservation of Attractive Profits, Intel, Netflix, and how it all applies to Disney. Presented by MailChimp Links Ben Thompson: Disney’s Choice — Stratechery Ben Thompson: Disney Follow-up — Stratechery Daily Update Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery Ben Thompson: The Truth about Windows Versus the Mac — Stratechery Ben Thompson: ESPN: From Franchise to Business — Stratechery Daily Update Warren Buffett: 1991 Letter to Shareholders — Berkshire Hathaway Ben Thompson: Netflix Goes Global — Stratechery Daily Update Ben Thompson: Correction the Netflix … Continue reading Episode 122 — From Intel to Disney

Om Podcasten

Exponent, a production of Stratechery.com, is hosted by Ben Thompson and James Allworth. In this program we seek to explore the massive effect technology is having not just on technology companies, but also on society as a whole. Ben Thompson is the author of Stratechery, a blog about the business and strategy of technology. James Allworth is the co-author with Clay Christensen of "How Will You Measure Your Life" and a writer for the Harvard Business Review. Visit the website at https://exponent.fm for show notes and to subscribe. To see old Stratechery.FM episodes, please visit http://stratechery.fm