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Exponent

Episode 189 β€” Bundles

Exponent

Ben Thompson / James Allworth

Technology

4.6 β€’ 832 Ratings

πŸ—“οΈ 6 October 2020

⏱️ 49 minutes

🧾️ Download transcript

Summary

Ben and James discuss the state of bundles in 2020, including Netflix, Amazon, Disney, Microsoft, and Apple. Links Ben Thompson: 2020 Bundles β€” Stratechery Ben Thompson: The Great Unbundling β€” Stratechery Reed Hastings: 2018 Q4 Letter to Shareholders β€” Netflix Growth At Any Cost: Top Facebook Executive Defended Data Collection In 2016 Memo β€” And Warned That Facebook Could Get People Killed β€” BuzzFeed News Ben Thompson: Manifestos and Monopolies β€” Stratechery Ben Thompson: Facebook Lenses β€” Stratechery Casey Newton: Mark in the Middle β€” The Verge Ben Thompson: Losing My Amazon Religion β€” Stratechery Ben Thompson: The Jobs TV … Continue reading Episode 189 β€” Bundles

Transcript

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0:00.0

We messed up, James.

0:01.5

We've kind of devolved into more of a monthly podcast, and then we did not get a podcast

0:07.1

for September, and it was 100% for the record, your fault.

0:11.1

That might be true, but in terms of messing up, you have literally forgotten the trademark

0:16.9

opening.

0:17.7

That speaks to how long it has been since we last recorded. Hi, James. Ben,

0:22.9

how are you? I do like that the problem that you had, and I'm going to share it with the masses.

0:32.3

Yeah, please. You had the wrong USB cable for your mic, which is hilarious because I made the exact same

0:38.6

mistake like two months ago because you need, what is it, USB good to go or something like that?

0:44.2

Yeah.

0:45.1

What a mess.

0:45.9

How are you doing?

0:47.1

I'm good.

0:47.8

I mean, I feel like my run of bad luck with microphones in Austin continued because you're

0:53.3

right.

0:53.8

That's right. This is the second time.

0:55.6

It was the second time. And this time, unfortunately, because of time zones and daylight saving

1:01.3

versus not, Best Buy was not open for me to do a mad dash to go pick up another microphone. So we just

1:06.8

had to delay a week. We are going to talk about an article I did write September.

1:11.2

So we'll pretend this is September podcast, which was 2020 bundles.

1:14.6

And it's interesting because we've talked about bundles and unbundling and unbundling at multiple times throughout sort of the run here.

1:22.3

And I think the queer bookend here was, I think it was in 2017, I wrote The Great Unbundling, which was mostly focused on TV sort of stuff. But I think what's interesting about this post, which was not

...

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