Episode 160 — Zeros All the Way Down

Ben and James discuss Netflix, why it is an Aggregator, and why Disney isn’t actually a competitor

Links

• Ben Thompson: Netflix Flexes — Stratechery
• Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
• Ben Thompson: Apple Should Buy Netflix — Stratechery
• Ben Thompson: Why TV Has Resisted Disruption — Stratechery
• Ben Thompson: Why Disney and ESPN Will Be OK — Stratechery

Hosts

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

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