Stratechery: Concepts December 16, 2019 by timlangeman 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 Filed Under: links Tagged With: content-goldmine, read-later, stratechery, strategy