Hello Egmont Grow Retreat attendees.

Here are a selection of articles from Stratechery that touch on the issues addressed in my first talk:

• Aggregation Theory is the first article where I articulated the theory specifically
• TV Advertising’s Strength — and Inevitable Fall describes how advertising, television, and major industries are all intertwined
• The Sports Linchpin focuses on the importance of sports in supporting post World War II business models
• Popping the Publishing Bubble is about what is happening to publishing, and strategies going forward
• The Facebook Epoch explains why Facebook is even more important than you think

And here are a selection of articles about the companies addressed in my second talk:

• The FANG Playbook describes how all of these companies have similar business models
• Google: Peak Google, Google’s Go-To-Market Gap
• Facebook: Facebook, Phones, and Phonebooks, The Reality of Missing Out
• Snapchat: Snapchat’s Ladder, Old-Fashioned Snapchat
• Netflix: Netflix and the Conservation of Attractive Profits
• Amazon: The Amazon Tax
• Apple: Beyond the iPhone

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