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