Platforms vs Aggregators
Understanding the differences between Aggregators and Platforms is essential for knowing how to compete, partner with, and regulate large companies.
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It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.
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Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.
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Shopify Follow-up, Defining Definitions, OpenDoor Partners with Redfin
More on Shopify, including why I was reluctant to cover the previously, but now see the promise of the Internet in their model. Then, why I’m excited about being uncertain, and how Redfin and Opendoor’s partnership helps define the market in home-buying.
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Shopify and the Power of Platforms
It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.
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Morris Chang Retires; Apple, Microsoft, Facebook Follow-Up; Who Gets to Be on the Steam Store?
Morris Change, the founder of TSMC, is one of the most important tech figures in history. Then, follow-up on Microsoft-GitHub, Apple and the App Store, and Facebook and the New York Times. Plus, why Valve is getting platform control right.
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The Cost of Developers
Microsoft paid a lot for GitHub, because it had to pay directly for access to developers. It doesn’t have the leverage of users the way that Apple does on the App Store.
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The Bill Gates Line
Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.
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The Moat Map Follow-up; Uber, YouTube, and Spotify; The Public Cloud and Scale
More on The Moat Map, and how it applies to Uber, YouTube, Spotify and the public cloud.
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Platforms Versus Aggregators, What About Amazon?, Walmart Buys Flipkart
Tech’s two philosophies are also about the difference between platforms and aggregators, but even that has its own divisions. Amazon falls on both sides of the divide. Plus, why Walmart’s Flipkart purchase makes no sense.



