Stratechery: Concepts
Aggregation Theory
Defining Aggregation Theory
Smiling Curve
Distribution and Transaction Costs
Commoditizing Suppliers
Owning Customer Relationship
Platforms vs Aggregators
Disruption Theory
The Innovator’s Dilemma
Disruption
Modular versus Integrated
The User Experience
Incentives
Making Money
Company Culture
Strengths=Weaknesses
Company Structure
Facing Change
Technology and Society
Antitrust
Privacy
Politics
Ethics and Mores
The Post-War Order
Unintended Consequences
Evolution of Technology
History
The Future
The Social Epoch
The Mobile Epoch
Media
Obsolete Business Models
New Media
Future Media Business Models
The Internet and Media
Strategy and Product Management
Premium Strategy
Using Leverage
Customer Acquisition
Platforms and Ecosystems
Horizontal versus Vertical
Advertising
Software-as-a-Service