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Defining Aggregators
12 Jun 2022
stratechery.com

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…

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Aggregation Theory
12 Jun 2022
stratechery.com

The disruption caused by the Internet in industry after industry has a common theoretical basis described by Aggregation Theory.

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Airbnb and the Internet Revolution
4 Jun 2022
stratechery.com

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&…

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Aggregation and the New Regulation
2 Jun 2022
stratechery.com

Because of the Internet realities described by Aggregation Theory a smaller number of companies hold an increasing amount of power. However, an increasing focus on market forces reduces the latitud…

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Shopify and the Power of Platforms
10 Feb 2022
stratechery.com

It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.

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Commoditizing Suppliers
23 Nov 2021
stratechery.com

Aggregators, by virtue of owning demand, gain power over suppliers which become modularized and commoditized. The Moat Map The Moat Map describes the correlation between the degree of supplier diff…

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Aggregation Theory provides a framework to understand the impact of the Internet on nearly all industries.

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It’s time to bring together recent breakthroughs in AI to help solve information overload when you need quality recommendations the most.

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The Moat Map
20 May 2018
stratechery.com

The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.