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Concepts

Aggregation Theory

Aggregation Theory provides a framework to understand the impact of the Internet on nearly all industries.

  • Where Warren’s Wrong

    Senator Warren’s proposal about how to regulate tech is wrong about history, the source of tech giant’s power, and the fundamental nature of technology itself. That doesn’t mean there aren’t real problems — and potential solutions — though.

  • Zillow Changes CEOs, An Interview with Zillow CEO Rich Barton

    Zillow has changed CEOs, which makes sense given the change in the company’s business model. Then, an interview with new CEO and Zillow co-founder Rich Barton.

  • The Value Chain Constraint

    Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.

  • Apple News Follow-up, What Direct-to-Consumer Publishers are Selling, More on Podcasts: Supporting Cast and Kimberlite

    More on why Apple News is both different than Facebook, and yet similar from a publisher perspective. Then, how publishers should think about their business — and Apple News — plus two new entrants in the podcast space.

  • The Cost of Apple News

    Apple News is primed to offer a subscription bundle, but publishers should be wary of being Aggregated.

  • Spotify’s Podcast Aggregation Play

    Spotify is making a major move into podcasts, where it appears to have clear designs to be the sort of Aggregator it cannot be when it comes to music.

  • BuzzFeed Followup, The Future is Niche, Atlassian and Bing

    BuzzFeed’s relative scale problem, and why venture capital doesn’t make sense for content, because the future is niche. Plus, important follow-up on Bing and Atlassian.

  • The BuzzFeed Lesson

    The lesson of BuzzFeed is that dominant Aggregators like Facebook have no incentive to act against their self interest and support suppliers.

  • Netflix Follow-up, Bill Simmons Interviews Jack Dorsey, Twitter and the Pollyannish Assumption

    Why there is room for multiple winners in streaming, then Bill Simmons interviews Jack Dorsey. My takeaway is that Twitter is suffering from the Pollyannish Assumption.

  • Netflix Flexes

    Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.