Vertical Integrators - Not Boring by Packy McCormick
Part I| www.notboring.co
First Principles Reasoning Series| phronesisfund.substack.com
Apple has long defeated disruption by focusing on the user experience; Jeff Bezos and Amazon, though, show that user expectations for their experience are ever-changing.| Stratechery by Ben Thompson
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
An apolitical analysis of what is happening in U.S. politics through the lens of Aggregation Theory| Stratechery by Ben Thompson
A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI| Stratechery by Ben Thompson
Leveraging Technology for Higher Margins in Big Industries| www.notboring.co
Aggregators and Integrators have fundamentally different approaches to Growth. Learn what they are and how to leverage them in this post!| www.growth-memo.com
The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.| Stratechery by Ben Thompson
The Internet removed constraints from the analog world, and AI is finishing the job. That this may be the final blow for the Internet as a source for truth may ultimately be for the best.| Stratechery by Ben Thompson
Uber has a new CEO, and the reason he is a great choice explain why the Uber job is still an attractive one.| Stratechery by Ben Thompson
Carlota Perez documents technological revolutions, and thinks we’re in the middle of the current one; what, though, if we are nearing its maturation? Is crypto next?| Stratechery by Ben Thompson
Earlier this year, when Spotify announced that “The Joe Rogan Experience” would stream exclusively on Spotify, it sent shockwaves throughout the podcast ecosystem. This deal – reportedly worth over $100 million – is one of the most lucrative podcast deals. The presence of this deal, let alone the magnitude, is rare for the podcast ecosystem, which is built on open principles i.e. all podcasts are available everywhere. Therefore, the concept of exclusivity does not exist in the vocabul...| Kay's Blog
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
It’s trivial to say that the Internet changed media; what is more interesting is unpacking how different types of media were affected, and why — and what might happen to TV.| Stratechery by Ben Thompson
Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.| Stratechery by Ben Thompson
AI is starting to unbundle the final part of the idea propagation value chain: idea creation and substantiation. The impacts will be far-reaching.| Stratechery by Ben Thompson
sipping Cathie's inflation kool aid| startupsandecon.substack.com
OpenAI's ChatGPT Plugins and the emergence of an Apex Aggregator| www.notboring.co
