Aggregation Theory
Aggregation Theory provides a framework to understand the impact of the Internet on nearly all industries.
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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.
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Facebook is in trouble — again — for Russian ads about the election; figuring out how to deal with them requires first understanding that Facebook, like Google, is a Super-Aggregator. It faces zero transaction costs…
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An apolitical analysis of what is happening in U.S. politics through the lens of Aggregation Theory
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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.
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The disruption caused by the Internet in industry after industry has a common theoretical basis described by Aggregation Theory.
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Amazon’s New Customer
The key to understanding Amazon’s purchase of Whole Foods is to understand that Amazon didn’t buy a retailer: the company bought a customer.
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Podcasts, Analytics, and Centralization
The answer to podcast monetization is not analytics: it it true centralization, and it seems unlikely that Apple has it in them.
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Tulips, Myths, and Cryptocurrencies
Did you hear the one about the tulip bubble? It’s almost certainly a myth. It is myths, though, that explain why cryptocurrencies are here to stay.
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Amazon Shutters Quidsi, Amazon and CPG Companies, Amazon and Wal-Mart
Amazon is shutting down Quidsi, and taking the fight for CPG goods to Wal-Mart.
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Intel, Mobileye, and Smiling Curves
Intel is buying Mobileye; it’s an acquisition that makes sense once you realize how much value there is in components.
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Ben @ Code Media on The Great Unbundling
A video of Ben presenting at Code Media.
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DistroKid, The “Publisher’s Right”, Shopify Results
Distrokid is small, but it’s a powerful example of the how distribution is not a value-add, the implications of which European publishers have yet to learn. It’s a lesson that doesn’t just apply to media, either.