Commoditizing Suppliers
Aggregators, by virtue of owning demand, gain power over suppliers which become modularized and commoditized.
-
The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.
-
Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.
-
Publishers are trying to threaten Google again, apparently unaware that because of the Internet they have no power: that flows to the platforms that control discovery.
-
An Interview with Michael Morton About E-Commerce Winners and Losers
An interview with Michael Morton about Shopify’s enterprise business, Amazon’s long-term dominance, and host of other e-commerce topics.
-
Realtors Lose in Court, Zillow and Real Estate Aggregation, From Franchises to Businesses
The real estate industry is poised for major changes after a momentous court decision, and Zillow is poised to finally reach its potential as an Aggregator.
-
Podcast Grifting; Aggregator Lessons; Ostroff, Simmons, and Harry
Bill Simmons calls Harry and Meghan grifters; he seems to have a case, but the larger issue is why Spotify mistakenly thought they would be valuable in the first place.
-
Shopify Exits Logistics, The Shopify Logistics Side Quest, Whither Buy with Prime
Shopify is getting out of logistics, after a confusing four year journey for both the company and myself; now it has to figure out how to respond to Buy with Prime.