Episode 189 — Bundles

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 … Continue reading Episode 189 — Bundles

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