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.
An interview with Instacart CEO Fidji Simo about Instacart and why she believes it is a generational company.
AI is starting to unbundle the final part of the idea propagation value chain: idea creation and substantiation. The impacts will be far-reaching.
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
Follow-up to Spotify, Netflix, and Aggregation, and why brand advertising makes sense for Netflix.
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 about Babylist’s founding, her growing ambition, and why the company is a shining example of Aggregation Theory in action.
Substack launched an app, which isn’t a surprise given their VC model, but which portends change all the same.
Facebook’s political problems stem directly from its size and drive for growth; they are societal issues, not antitrust ones.
Snap’s Partner Summits continue to provide compelling looks into what Snap is building today, and how it connects to the future.