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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Is the Internet Different?
A response to a critique of Aggregation Theory, and a defense of debate on an Internet devoid of gatekeepers.
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United States v. Google
The Justice Department’s lawsuit against Google is appropriately narrow, and if it fails it gives a template for Congressional action.
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Disney and Integrators Versus Aggregators
Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
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Anti-Monopoly vs. Antitrust
What matters about the Congressional report on tech and antitrust is that it exists, not the specific details.
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2020 Bundles
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
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Antitrust Politics
Analyzing the politics of the antitrust hearing featuring the CEOs of Apple, Amazon, Google, and Facebook.
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India, Jio, and the Four Internets
There are four Internets: China versus the U.S., and the E.U. and India. India’s potential new model rests on Jio.