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Episode 160 β€” Zeros All the Way Down

Exponent

Ben Thompson / James Allworth

Technology

4.6 β€’ 832 Ratings

πŸ—“οΈ 25 January 2019

⏱️ 47 minutes

🧾️ Download transcript

Summary

Ben and James discuss Netflix, why it is an Aggregator, and why Disney isn’t actually a competitor Links Ben Thompson: Netflix Flexes β€” Stratechery Ben Thompson: Netflix and the Conservation of Attractive Profits β€” Stratechery Ben Thompson: Apple Should Buy Netflix β€” Stratechery Ben Thompson: Why TV Has Resisted Disruption β€” Stratechery Ben Thompson: Why Disney and ESPN Will Be OK β€” Stratechery Hosts Ben Thompson, @benthompson, Stratechery James Allworth, @jamesallworth, Harvard Business Review Podcast Information Feed iTunes SoundCloud Twitter Feedback

Transcript

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0:00.0

Hi James. Ben, how are you? I'm doing okay. How are you? I must confess to have been feeling a little

0:06.9

under the weather this week. I've got some tummy bug or something that's been giving me a little bit of

0:11.8

consternation. And it's one of these things that's always in the background and it just puts a dampener on

0:16.2

things. But the show must go on. So I will do my utmost to buck up and pay attention for the next 60 minutes.

0:22.9

Yes, salute to you because neither us are traveling this week,

0:25.6

but we were able to keep up the narrative of us powering through to get the podcast done.

0:30.0

So I really appreciate you getting sick this week.

0:32.6

I haven't figured out my melody for next week, but I'll let you know when we get there.

0:36.8

This is just turning into like a sad story at the start.

0:40.1

Feel sorry for us.

0:41.1

Boo-hoo.

0:42.3

So, well, you can sit on the couch and maybe take a day off and watch some Netflix.

0:45.8

Yeah, well, I would, except for the fact that I think I might be like the last person left in the United States not to have a Netflix account.

0:53.5

Interesting.

0:54.0

You are not actually

0:54.6

alone, in fact. Actually, only about half of households in the United States have a Netflix account,

0:58.4

which given the sort of pervasiveness of Netflix generally and particularly some of the

1:03.6

memes that have arisen in the last month in particular, may be shocking, but you are not alone.

1:08.2

I think it's true. I may be alone in just being a mildly

1:12.4

nervous about subscribing to something that's so devastatingly effective in creating content

1:17.8

that will have you sitting in front of the television, though. And that's my main reason for not

1:22.1

giving them my money. I'm curious about the content, but I just don't want to watch TV. And I feel

...

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