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