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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An Interview With Roblox CEO David Baszucki About Aggregating Play
An interview with Roblox CEO David Baszucki about how AI is transforming game creation, and why that opens up huge opportunities to both enable developers and make Roblox both an Aggregator and a platform.
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An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI
An interview with Intuit CEO Sasan Goodarzi about the working for one of tech’s oldest software companies, and how Intuit is leaning into the AI paradigm shift.
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Netflix Earnings, Business or Franchise, Disney’s Deal
Netflix has a solid business, which is exactly the problem: the company increasingly seems like a business and not a franchise, at least in terms of growth.
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Netflix to Sell Streaming Services?, Streamers as Aggregators, Revisiting Roku
Netflix is considering selling other streaming services, and I think it’s a good idea; it’s also a let-down for Netflix’s original goals and potential pivots.
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Who’s Afraid of Chinese Models?
Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.
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Anthropic’s Safety Superpower
Anthropic’s belief in its own commitment to safety gives the company license to aggressively favor its business and even challenge the U.S. government.