The history of technology is of two distinct eras: information technology enhanced existing business. The Internet revolution is destroying them.
Does Uber Have a Strategy Problem?, Netflix and Aggregation Theory, Google Trips
Is Uber bad at strategy? It would be understandable if they were. Then, Hollywood is finally realizing that Netflix is a textbook aggregator. Plus, why Google Trips exists
Dollar Shave Club and the Disruption of Everything
Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.
Trouble at Lending Club, Lending Club and Aggregation Theory, What Went Wrong
FinTech seems like the perfect application of Aggregation Theory, but over this past week it has blown up in the face of serious issues at Lending Club. The mistakes that were made in do to a degree validate why I haven’t covered the space to date.
Amazon Private Label, Facebook Audience Network Adds Video Ads
The idea of private labels aren’t new, but Amazon is uniquely positioned to profit from them. Then, the Facebook Audience Network is getting some deserved attention
Everything as a Service
We have likely reached Peak iPhone, and if not, it’s only a matter of time; physical goods can only scale so far. The future, thanks to the Internet, is everything-as-a-service
Antitrust and Aggregation
The European Commission’s antitrust case against Google is likely to be the first of many against aggregators, because the end game of Aggregation Theory is monopoly.
The Voters Decide
An apolitical analysis of what is happening in U.S. politics through the lens of Aggregation Theory
The FANG Playbook
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.
The Anti-Uber Alliance, WeChat Blocks Uber, Tiger Capital Invests in Uber
Didi Kuaidi, Ola, GrabTaxi, and Lyft are teaming up against Uber. Most are focused on Lyft, but they’re the least interesting part of this deal. Meanwhile, why is anyone surprised that Tencent would compete “unfairly”, plus, Tiger Capital hedges its bets.