Aggregation Theory
Aggregation Theory provides a framework to understand the impact of the Internet on nearly all industries.
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Zillow fits the description of an aggregator, but it hasn’t transformed its industry due to a lack of integration. Now it is trying to do exactly that.
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Facebook is in trouble — again — for Russian ads about the election; figuring out how to deal with them requires first understanding that Facebook, like Google, is a Super-Aggregator. It faces zero transaction costs…
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An apolitical analysis of what is happening in U.S. politics through the lens of Aggregation Theory
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The FANG companies — Facebook, Amazon, Netflix, and Google — are far more similar than you might think. Their rise in value is no accident, and it is connected to Aggregation Theory.
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The disruption caused by the Internet in industry after industry has a common theoretical basis described by Aggregation Theory.
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Spotify’s Surprise
Spotify’s new subscription podcast offerings embrace the open ecosystem of podcasts in multiple ways.
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Podcast Subscriptions vs. the App Store
Apple’s new Podcast Subscription service is what the App Store should be: a great Apple experience competing for customers.
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The European Super League, Apple Music’s Letter to Artists
The European Super League is an interesting example of power in value chains; then, how streaming services determine artist payouts.
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Spotify Acquires Locker Room, Anchor Versus Clubhouse, Spotify’s Threat
Spotify has acquired Locker Room, the sports-centric Clubhouse competitor. Clubhouse should be very nervous.
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Stripe’s Role, Competition and Differentiation, The Local News Opportunity
Differentiation can flow from the writer, but also from the subject. That is why the Substack model could help deliver the local news business model.
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The FTC’s Google Documents, The Staff Memo, The Economists Memo
Revisiting the FTC’s decision in 2013 makes me doubtful that a case would have made much of a difference.
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More from Daniel Ek; Creation, Consumption, and Clubhouse; Facebook and Australia, Continued
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Spotify Stream On, Spotify’s Advertising Play, Additional Notes on Stream On
Spotify’s Stream On event advertised Spotify’s ambitions to become an Aggregator. The plans were impressive, but should Spotify go even further?