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 (stratechery.com/2020/apples-investor-warning-f…) | Daily Update Podcast (stratechery.com/daily-update/podcast)

• Ben Thompson: Email Addresses and Razor Blades — Stratechery (stratechery.com/2020/email-addresses-and-razor…)

• Ben Thompson: Dollar Shave Club and the Disruption of Everything — Stratechery (stratechery.com/2016/dollar-shave-club-and-the…)

• Ben Thompson: First, Do No Harm — Stratechery (stratechery.com/2020/first-do-no-harm)

• Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery (stratechery.com/2015/netflix-and-the-conservat…)

• Ben Thompson: The Local News Business Model — Stratechery (stratechery.com/2017/the-local-news-business-m…)

• Ben Thompson: Brandless Closes, The DTC Facebook Challenge, DTC Versus Softbank — Stratechery Daily Update (stratechery.com/2020/brandless-closes-the-dtc-…)

• Ben Thompson: Morgan Stanley Acquires E*Trade, Intuit Reportedly Acquiring Credit Karma, User Acquisition and Market Power — Stratechery Daily Update (stratechery.com/2020/morgan-stanley-acquires-e…)

Hosts

• Ben Thompson, @benthompson (twitter.com/benthompson), Stratechery (stratechery.com)

• James Allworth, @jamesallworth (twitter.com/jamesallworth), Harvard Business Review (hbr.org/search?term=James+Allworth&sort=po…)

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