Ben and James discuss the state of bundles in 2020, including Netflix, Amazon, Disney, Microsoft, and Apple.

Links

• 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 Executive Defended Data Collection In 2016 Memo — And Warned That Facebook Could Get People Killed — BuzzFeed News


• Ben Thompson: Manifestos and Monopolies — Stratechery


• Ben Thompson: Facebook Lenses — Stratechery


• Casey Newton: Mark in the Middle — The Verge


• Ben Thompson: Losing My Amazon Religion — Stratechery


• Ben Thompson: The Jobs TV Does — Stratechery


• Ben Thompson: The Sports Linchpin — Stratechery


• Ben Thompson: Apple’s “Time Flies” Event, Apple One, Fitness+ and Peloton — Stratechery


• Ben Thompson: PS5 and Xbox, Sony’s Console, Microsoft’s Service — Stratechery

Hosts

• Ben Thompson, @benthompson, Stratechery


• James Allworth, @jamesallworth, Harvard Business Review

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