Google’s Go-to-Market Gap

Google is unique in that their business was built on being the best. The company, though, benefited from the open web. That is not the case in mobile.

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.

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 Reality of Missing Out

Tech is entering a period of inequality where the big winners lift the sector as a whole even as smaller companies suffer. The best example is Facebook, Google, and digital advertising.

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.

Netflix Goes Global, iPhone Worry

Netflix’s surprising announcement that the company was extending its service to nearly every country on earth was impressive in its execution, what it said about the company’s strategy, and it raised interesting points about Aggregation Theory and Netflix’s future opportunities. Plus, there is a lot of smoke when it comes to worries about the iPhone.