The best bundles are narrow and have very similar products so they make sense to consumers.| Coda
Netflix has a lot more in common with Uber and Airbnb than you might think: it all comes back to the Law of Conservation of Attractive Profits, a core principle of disruption| Stratechery by Ben Thompson
It’s trivial to say that the Internet changed media; what is more interesting is unpacking how different types of media were affected, and why — and what might happen to TV.| Stratechery by Ben Thompson