Clayton Christensen claims that Uber is not disruptive, and he’s exactly right. In fact, disruption theory often doesn’t make sense when it comes to understanding how companies succeed in the age of the Internet.
Marriott Acquires Starwood, Online Travel Agents and Aggregation, Surviving as an Incumbent
The impact of the Internet continues to reverberate: in this case, there is a clear link between Aggregation Theory and the tie-up between Marriott and Starwood.
Chase Pay and the Payments Stack, Apple Pay and Opportunity Cost, Applying Aggregation Theory
There’s another new payments solution coming — Chase Pay. The punchline is easy: it will fail. Why it will fail, though, is interesting, and it shows the opportunities and challenges for Apple Pay specifically and the usefulness of Aggregation Theory.
Twitter’s Moment
Twitter has had a rough stretch, and most are pessimistic about its chances. I was previously, but I think the upside is looking much brighter than it did before this week.
Disconfirming Ebooks
Aggregation Theory would seem to argue that ebooks are destined to dominate the publishing industry. However, that is decidedly not happening; understanding why is a powerful tool to make the theory better.
Aggregation and the New Regulation
Because of the Internet realities described by Aggregation Theory a smaller number of companies hold an increasing amount of power. However, an increasing focus on market forces reduces the latitude for bad behavior, and the incentives — and means — to hold those companies to account are greater than ever.
Aggregation Theory
The disruption caused by the Internet in industry after industry has a common theoretical basis described by Aggregation Theory.
Daily Update: Facebook to Host Media Content, Vox’s Facebook Strategy and Keywee, Bill Simmons’s Next Move
Good morning, I apologize that this Daily Update is a bit tardy: first, it’s late temporally (sorry east coasters!), second, it’s a Media Monday on Tuesday! On to the update: Facebook to Host Media Content From the New York Times: With 1.4 billion users, the social media site has become a vital source of trafficSubscribe […]
Daily Update: It’s Great to be Small, Niche Business Models, YouTube Seeking to Retain Stars
Good morning, I received multiple reports that Friday’s Daily Update was marked as containing phishing links. I can absolutely confirm this is not the case, so if you missed it, please take a look in your spam folder. For the third Monday in a row I’m writing about media – Media Mondays if you will.Subscribe […]
Daily Update: The Content Creator Opportunity, Firefox’s “Strategic Choice”, Qualcomm to Build ARM Server Chips
Good morning, I wrote a new piece on Stratechery yesterday that will arrive in your mailboxes soon. In short, I heard from many, many readers that they preferred to receive posts in their email along with the Daily Updates. If you would prefer to not receive emails about posts on the main blog, please holdSubscribe […]