Ben Thompson explains the great unbundling | Code Media 2017

Great video.

Maybe it's just me, but when I'm reading Ben's articles or listening to the podcast, often times I can't quite put together the big picture when terms like "modularization" & "commoditize your compliments" are being tossed around casually..

But watching the video of slide drawings + Ben's descriptions made the big picture much more clear.

So Ben... please consider a weekly screencast:)

I've listening/watched all of Recode Media's talks this is the best one.

Ben's brilliant! A real deep-thinker! Love his podcast. A little too gung-ho on Snap, though. - The recode conference is lame ever since they sold out to Vox. Good to see a good guest. Kafka is great interviewer but Kara is unbearable.

This is common knowledge put into a 30-minutes presentation. Unnecessary I find.

The unbundling creates a winner take all economy in each sector

excellent as usual Ben :)

A video, after years of reading Stratechery and listening to Exponent 🙌🏼

his talk was so much more incoherent than it had to be.

Never bet against Disney. Disney+ is growing fast and they just started to create content. It also helps that they can buy others and their back catalogues.

The sports is finally starting this year going more on streaming vs tv media. Crazy how 5 years ago he predicted this

Truly brilliant application of Clayton Christensen’s frameworks (I worked at his company previously).

One of the most underrated videos I have come across on Tech x Strategy x Business Models.