An Interview with Eugene Wei About Streaming and Social Media

An interview with Eugene Wei about streaming and social media, including Netflix, TikTok, Twitter, and why the first wave of social networks were a fundamental mismatch with human nature.

The AI Unbundling

AI is starting to unbundle the final part of the idea propagation value chain: idea creation and substantiation. The impacts will be far-reaching.

Big Ten Blame

The Big Ten’s recent expansion is being blamed on Fox and ESPN, but it is actually an example of content extracting maximum value through consolidation

Spotify, Netflix, and Aggregation

The original definition of Aggregation Theory emphasized the importance of commoditized supply; that makes Spotify more of an Aggregator than Netflix

An Interview With Babylist Founder and CEO Natalie Gordon

An interview with Babylist founder and CEO Natalie Gordon about Babylist’s founding, her growing ambition, and why the company is a shining example of Aggregation Theory in action.

Facebook Political Problems

Facebook’s political problems stem directly from its size and drive for growth; they are societal issues, not antitrust ones.