Ben Thompson does an overview of the current state of bundles in 2020, Microsoft, Disney, Apple, Amazon and Netflix - I haven’t read this through yet because my head is in a low level javascript space with very different abstractions right now, plus noisey cafe, and I’m not able to parse his analysis well enough, but Ben always has good analysis in both his audio and written content, so I’m hoping to read this later, it’s got a good opening and it’s a topic I’m very interested instratechery.com #