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2020 Bundles

Resources from Stratechery by Ben Thompson

The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.

If the famous Jim Barksdale quote is to be believed — the one about there only being two ways to make money in business, bundling and unbundling — then I am long past due for a follow-up to 2017’s The Great Unbundling. I wrote in the introduction:...

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