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 (stratechery.com/2020/2020-bundles)

• Ben Thompson: The Great Unbundling — Stratechery (stratechery.com/2017/the-great-unbundling)

• Reed Hastings: 2018 Q4 Letter to Shareholders — Netflix (q4live.s22.clientfiles.s3-website-us-east-1.am…)

• Growth At Any Cost: Top Facebook Executive Defended Data Collection In 2016 Memo — And Warned That Facebook Could Get People Killed — BuzzFeed News (buzzfeednews.com/article/ryanmac/growth-at-any…)

• Ben Thompson: Manifestos and Monopolies — Stratechery (stratechery.com/2017/manifestos-and-monopolies)

• Ben Thompson: Facebook Lenses — Stratechery (stratechery.com/2018/facebook-lenses)

• Casey Newton: Mark in the Middle — The Verge (theverge.com/21444203/facebook-leaked-audio-zu…)

• Ben Thompson: Losing My Amazon Religion — Stratechery (stratechery.com/2014/losing-amazon-religion)

• Ben Thompson: The Jobs TV Does — Stratechery (stratechery.com/2013/the-jobs-tv-does)

• Ben Thompson: The Sports Linchpin — Stratechery (stratechery.com/2016/the-sports-linchpin)

• Ben Thompson: Apple’s “Time Flies” Event, Apple One, Fitness+ and Peloton — Stratechery (stratechery.com/2020/apples-time-flies-event-a…)

• Ben Thompson: PS5 and Xbox, Sony’s Console, Microsoft’s Service — Stratechery (stratechery.com/2020/ps5-and-xbox-sonys-consol…)

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…)

Podcast Information

• Feed (exponent.fm/feed)

• iTunes (itunes.apple.com/us/podcast/exponent/id826420969)

• SoundCloud (soundcloud.com/exponentfm)

• Twitter (twitter.com/exponentfm)

• Feedback (stratechery.com/exponent-feedback)