aggregation

10 bookmarks
2022-06-12 · stratechery.com

Defining Aggregators

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…

2022-06-12 · stratechery.com

Aggregation Theory

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

2021-11-23 · stratechery.com

Commoditizing Suppliers

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…

2018-05-20 · stratechery.com

The Moat Map

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