On Exponent, the weekly podcast I host with James Allworth, we discuss Defining Aggregators. Listen to it here.
Roku’s IPO and Origin Story, Netflix Versus Roku and the Conservation of Attractive Profits, “Weak” Aggregators
Roku’s origin story explain Netflix’s strategic acumen — which, by extension, explains why Roku is a risky bet. Then, Roku explains “weak” aggregators, that aren’t really aggregators at all.
Uber in London: A Correction, Books and Blogs Revisited, More Aggregators
A comment on Twitter 280, and a correction on Uber in London. Then, why blogs are better than books (in some cases), and a whole list of aggregators not covered in Defining Aggregators.
Building on Aggregation Theory, this provides a precise definition of the characteristics of aggregators, and a classification system based on suppliers. Plus, how to think about aggregator regulation.
Books and Blogs
Blogs are no longer a writing platform for new entrants; they are better than books for the ongoing development of ideas.
Uber Loses London License (Pending Appeal), The Idea of Uber, Uber’s Existential Test
Uber is losing its London license, pending appeal: whether or not the company gets it back is a test of the company’s long-term viability. Plus, why Facebook has to realize that facts are not enough.
Exponent Podcast: The Super-Aggregators
On Exponent, the weekly podcast I host with James Allworth, we discuss The Super-Aggregators and the Russians. Listen to it here.
Google’s HTC Deal, HTC — and Google’s — Motivations, Apple Watch and Apple Memory
Google has made a rather odd deal with HTC — basically an acquihire. What are the two company’s motivations? Then, Apple Watch news and reviews, and a smartphone-related acquisition that is actually more important than Google’s.
Toys ‘R’ Us Goes Bankrupt; Debt, the Internet, Forests and Trees; Twitter: The Good and the Bad
Toys ‘R’ Us went bankrupt because of debt, not e-commerce; that said, debt was a problem because private equity didn’t consider e-commerce. Then, Twitter gives good news and bad news.
The GDPR and Facebook and Google, Intelligent Tracking Prevention, Data Portability and Social Graphs
The GDPR will hurt Google and Facebook; it will hurt their competitors far more, which means the position of the two biggest digital ad companies will actually be strengthened. Then, why data portability won’t help build the next social network.