Zillow, Aggregation, and Integration

Zillow fits the description of an aggregator, but it hasn’t transformed its industry due to a lack of integration. Now it is trying to do exactly that.

Could Spotify Be Netflix?, Calculating Spotify’s LTV and CAC

Spotify is in a much weaker position that Netflix was, because it could not build up a user base before negotiating with its suppliers. However, the company does seem to be acquiring customers efficiently.

Lessons From Spotify

Spotify has a marginal cost problem, but while the cause is unique to Spotify, the challenges are more applicable than it seems.