Ben and James discuss the state of bundles in 2020, including Netflix, Amazon, Disney, Microsoft, and Apple.
Ben Thompson: 2020 Bundles — Stratechery
Ben Thompson: The Great Unbundling — Stratechery
Reed Hastings: 2018 Q4 Letter to Shareholders — Netflix
Growth At Any Cost: Top Facebook… Read more
Ben and James discuss Apple’s new chip announcement and what it means for both Apple and Intel.
James Allworth: Intel’s Disruption is Now Complete — Medium
Ben Thompson: Apple’s Shifting Differentiation — Stratechery
Ben Thompson: The Intel Opportunity — Stratechery
Ben Thompson: Apple, ARM,… Read more