Episode 135 — Two Is Better Than One

Ben and James discuss Disney’s recent history, its acquisition of Fox, Netflix’s power, and why more and more policy decisions are about choosing the worst of two options.

Note: This episode was recorded on Monday, December 18, 2017.

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Links

• Ben Thompson: Disney and Fox — Stratechery
• From Intel to Disney — Exponent
• Ben Thompson: Why Disney and ESPN Will Be OK — Stratechery
• Ben Thompson: Aggregation Theory — Stratechery
• Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
• The Netflix Backlash: Why Hollywood Fears a Content Monopoly — Hollywood Reporter
• Ben Thompson: The Department of Justice Sues to Block the AT&T-Time Warner Acquisition, The DOJ’s Case, AT&T’s Objections — Stratechery Daily Update

Hosts

• Ben Thompson, @benthompson, Stratechery
• James Allworth, @jamesallworth, Harvard Business Review

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