
Stratechery by Ben Thompson
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stratechery.com
Distribution and Demand
Felix Salmon had a question on Twitter: While Salmon’s question was driven by the news that AT&T would spin out WarnerMedia and merge it with Discovery, under Discovery’s management, it was also prescient given a report in The Information a few hours later that Amazon is considering buying MGM. It remains to be seen if Amazon will actually follow through with a purchase, and even longer to know