Airbnb gets less press than Uber, but in some respects its even more radical: understanding how it works leads one to question many of the premises of modern society from hotels to regulations. It&…| Stratechery by Ben Thompson
Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.| Stratechery by Ben Thompson
Netflix has a lot more in common with Uber and Airbnb than you might think: it all comes back to the Law of Conservation of Attractive Profits, a core principle of disruption| Stratechery by Ben Thompson
Building on Aggregation Theory, this provides a precise definition of the characteristics of aggregators, and a classification system based on suppliers. Plus, how to think about aggregator regulat…| Stratechery by Ben Thompson
