Member Brief: The TCG Timeline

What followed was probably my first clear articulation of Aggregation Theory, albeit without the name. The point about effectively infinite competition, though, is a critical one. Neither reach nor timeliness were differentiators, but rather commodities; the companies that dominated on the Internet were those — Google and Facebook in particular — t... See more

I think the New York Times is its own thing, it’s going to keep being successful, but there’s a huge swath of the rest of the publishing industry that is being disrupted and will continue to be disrupted. If you look at publishers that exist in the world, because the Internet lets you reach everything, there’s probably space for the very best publi... See more

“The era of the billion-dollar brand is over; there’s going to be lots and lots of brands that have much more specific focuses,” Davis summarized when we spoke last month.