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Episode 084 — The Old World Order

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Ben Thompson / James Allworth

Technology

4.6832 Ratings

🗓️ 24 June 2016

⏱️ 64 minutes

🧾️ Download transcript

Summary

Ben and James discuss how the TV industry and the companies that advertise on TV are interconnected, and how they will rise and fall together. Links Ben Thompson: TV Advertising’s Surprising Strength — and Inevitable Fall — Stratechery Ben Thompson: The Cord Cutting Fantasy — Stratechery Ben Thompson: Why Disney and ESPN Will Be OK — Stratechery Ben Thompson: Old-Fashioned Snapchat — Stratechery Ben Thompson: How Technology is Changing the World (P&G Edition) — Stratechery Ken Doctor: The Macy’s Factor — Politico Ben Thompson: Cars and the Future — Stratechery Ben Thompson: Publishers and the Smiling Curve — Stratechery Ben … Continue reading Episode 084 — The Old World Order

Transcript

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0:00.0

Hi, James.

0:00.7

Ben, how are you?

0:02.7

I'm a little groggy.

0:04.0

I slept in a little bit of accident.

0:06.9

So I have coffee in my hands.

0:08.8

It will start doing its work.

0:12.5

And I actually get pretty fired up about 20 minutes in this podcast.

0:15.9

So I got to carry you for the first 20 minutes.

0:18.2

Apparently.

0:18.8

I have a suspicion you're going to be okay. I

0:23.7

really, really enjoyed your article this week, linking together, um, linking together TV advertising

0:32.3

and tracing back into who the advertisers are, like tracing back what industries they are and connecting them.

0:40.7

And I came away with a feeling that was something we talked about this topic on an unrelated

0:50.4

note that we won't get into right now, but earlier in the week about how everything is interconnected. And that was very much my sense having finished what you wrote this week.

1:00.6

And I thought you did a really good job of it. Thanks. It's interesting. I almost feel I was a little

1:06.4

too ambitious in this article. And based on some of the responses I got, I think I didn't convey

1:14.7

my point well enough. And I guess, you know, historically going back and over the course of

1:21.3

trajectory in particular, even before we started this podcast, I think we've talked about here

1:25.3

as well. I've actually been relatively conservative

1:28.5

about the downfall of TV.

1:30.2

Like,

1:30.6

I think that the cable bundle is a good deal.

...

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