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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Daily Update: The Content Creator Opportunity, Firefox’s “Strategic Choice”, Qualcomm to Build ARM Server Chips
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Differentiation and Value Capture in the Internet Age
The implication of the Smiling Curve is not only that aggregators have increased economic power, but that differentiated suppliers do as well; Omni Software is an example.
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Daily Update: Taylor Swift v Daniel Ek, What Swift Gets Right, The Problem with Spotify
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How Apple Creates Leverage, and the Future of Apple Pay
Apple attracts loyal customers through a superior user experience and leverages those customers against its partners.
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Publishers and the Smiling Curve
Publishers used to live at the point of integration. The value of that integration, though, is gone with the Internet, which means value flows to suppliers and aggregators.
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How Technology is Changing the World (P&G Edition)
P&G is cutting product lines, the plethora of which made far more sense in the retail world than online. More change is coming.
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Economic Power in the Age of Abundance
Publishers are trying to threaten Google again, apparently unaware that because of the Internet they have no power: that flows to the platforms that control discovery.
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Publishers’ Deal with the Devil
Ay, we must die an everlasting death. What doctrine call you this, Che sera, sera, What will be, shall be? Divinity, adieu! – The Tragical History of Doctor Faustus, Christopher Marlowe To evoke Faust as allegory for the ongoing dispute between Amazon and book publishers is appropriate on two levels, the first being the nature of…