The European Commission’s antitrust case against Google is likely to be the first of many against aggregators, because the end game of Aggregation Theory is monopoly.| Stratechery by Ben Thompson
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
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
The disruption caused by the Internet in industry after industry has a common theoretical basis described by Aggregation Theory.| Stratechery by Ben Thompson