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Encryption and the Uneasy Compromise, Netflix Earnings, The Aggregator’s Compounding Advantage - Stratechery by Ben Thompson

More on the U.K. vs. Apple, and then Netflix’s earnings demonstrate how an Aggregator’s advantage compounds via pricing power.

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Encryption and the Uneasy Compromise, Netflix Earnings, The Aggregator’s Compounding Advantage - Stratechery by Ben Thompson
With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. … [+3174 chars]

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