Aggregation Theory
Aggregation Theory provides a framework to understand the impact of the Internet on nearly all industries.
-
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.
-
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…
-
An apolitical analysis of what is happening in U.S. politics through the lens of Aggregation Theory
-
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.
-
The disruption caused by the Internet in industry after industry has a common theoretical basis described by Aggregation Theory.
-
Platforms in an Aggregator World
Facebook Shops are good for Shopify merchants, but bad for Shopify; the answer is to push more into the real world.
-
Joe Rogan and Spotify, Luminary and Howard Stern, Apple’s Response
Joe Rogan is exclusive to Spotify, which suggests the streaming service realizes it needs to steal share to get its Aggregation flywheel spinning.
-
Uber + Grubhub?, Aggregator Acquisitions, Uber and Lime
An Uber acquisition of GrubHub makes all kinds of sense, but for the same reasons that it will be frowned upon by regulators (and for good reason). Then, Uber’s investment in Lime makes sense as well.
-
Dithering and Open Versus Free
Announcing the new Dithering podcast, and why it is important to fight for the open ecosystem that Spotify is trying to aggregate.
-
The Anti-Amazon Alliance
Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.
-
How Tech Can Build
Marc Andreessen has written (another) seminal essay: It’s Time to Build. What does that mean for tech and venture capital?
-
The NBA and Microsoft, and An Interview with Adam Silver and Satya Nadella
Microsoft and the NBA are announcing a new partnership; then, an interview NBA Commissioner Adam Silver and Microsoft CEO Satya Nadella
-
Amazon Cuts Affiliate Marketing, Google Versus French Publishers, Streaming Services and Movies
Amazon cutting affiliate fees, Google versus French publishers, and movie studios seeking to sell to Netflix are all examples of the same trend: you must own your relationship with your customers.