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One big idea links Netflix, Facebook, Uber and Airbnb — and creates real problems for TV

Stratechery’s Ben Thompson explains it all.

Peter Kafka covers media and technology, and their intersection, at Vox. Many of his stories can be found in his Kafka on Media newsletter, and he also hosts the Recode Media podcast.

Quiz time: What do Netflix, Google, Facebook, Uber and Airbnb all have in common?

Wait! Before you answer, let’s make it more complicated — and what does the success of those companies mean for the future of TV?

Ah. Harder now, right?

Here, we’ll let you cheat: Ben Thompson will explain everything to you in a 15-minute presentation he unveiled at Code Media last week. And if you want more after that, we can oblige: I chatted with Thompson about his ideas and his business, and then the audience chimed in as well. And it’s all on one video.

Normally, if you want to get inside Thompson’s big brain you need to pay him for access to Stratechery, his very successful one-man publishing business. That’s why we were delighted to get him on our stage last week — he doesn’t do many of these.

And now you can see the whole thing here. Enjoy.

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