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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Spotify Earnings, Individualized Networks, AI and Aggregation
Spotify’s nature as a content network means that AI is a sustaining technology, particularly because they have the right business model in place.
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Microsoft and Software Survival
Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.
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Apple and Gemini, Foundation vs. Aggregation, Universal Commerce Protocol
The deal to put Gemini at the heart of Siri is official, and it makes sense for both sides; then Google runs its classic playbook with Universal Commerce Protocol.
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AI and the Human Condition
AI might replace all of the jobs; that’s only a problem if you think that humans will care, but if they care, they will create new jobs.
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An Interview with Rivian CEO RJ Scaringe About Building a Car Company and Autonomy
An interview with Rivian founder and CEO RJ Scaringe about starting a car company, scaling, and building for an autonomous future.
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Netflix and the Hollywood End Game
Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube.
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Google, Nvidia, and OpenAI
OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat Google as an Aggregator.
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Robotaxis and Suburbia
Robotaxis are poised to further close the delta between suburbs and the city; the city (and Uber) might never recover.