Episode Summary
Ben and James discuss the FTC’s decision to block the acquisition of Harry’s Razors, the DTC market, and the difference between being a monopoly and being too big.
Links
Ben Thompson: Apple’s Investor Warning, Foxconn’s Investor Warning, An Interview with Dan Wang — Stratechery Daily Update | Daily Update Podcast
Ben Thompson: Email Addresses and Razor Blades — Stratechery
Ben Thompson: Dollar Shave Club and the Disruption of Everything — Stratechery
Ben Thompson: First, Do No Harm — Stratechery
Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
Ben Thompson: The Local News Business Model — Stratechery
Ben Thompson: Brandless Closes, The DTC Facebook Challenge, DTC Versus Softbank — Stratechery Daily Update
Ben Thompson: Morgan Stanley Acquires E*Trade, Intuit Reportedly Acquiring Credit Karma, User Acquisition and Market Power — Stratechery Daily Update
Hosts
Ben Thompson, @benthompson, Stratechery
James Allworth, @jamesallworth, Harvard Business Review
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