Episode 182 — Scale Scale Scale

Ben and James discuss the FTC’s decision to block the acquisition of Harry’s Razors, the DTC market, and the difference between being a monopoly and being too big.

Links

• Ben Thompson: Apple’s Investor Warning, Foxconn’s Investor Warning, An Interview with Dan Wang — Stratechery Daily Update | Daily Update Podcast
• Ben Thompson: Email Addresses and Razor Blades — Stratechery
• Ben Thompson: Dollar Shave Club and the Disruption of Everything — Stratechery
• Ben Thompson: First, Do No Harm — Stratechery
• Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
• Ben Thompson: The Local News Business Model — Stratechery
• Ben Thompson: Brandless Closes, The DTC Facebook Challenge, DTC Versus Softbank — Stratechery Daily Update
• Ben Thompson: Morgan Stanley Acquires E*Trade, Intuit Reportedly Acquiring Credit Karma, User Acquisition and Market Power — Stratechery Daily Update

Hosts

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

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