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Seasonality

by M.G. Siegler

 

Don’t Look Now, but the Great Unbundling Has Spun Into Reverse

www.nytimes.com

Thought-provoking post from Jeremy Philips (who happens to be a partner at Spark Capital alongside my wife):

For many firms, the bundle is not a decaying symbol of legacy distribution. Rather, it is the new network effect: a critical strategy to amplify scale in the hope of building or deepening a moat to protect against foes everywhere.

Bundles unbundle only to bundle again... Also interesting to think about the net neutrality side of this equation...

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