Encryption and the Uneasy Compromise, Netflix Earnings, The Aggregator’s Compounding Advantage

2025-02-19 作者: Ben Thompson 原文 #Stratechery 的其它文章

Encryption and the Uneasy Compromise, Netflix Earnings, The Aggregator’s Compounding Advantage ——

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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