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Aggregation, acquisitions, and partnerships will happen at the product layer as much or more than in web2, even given an interoperable and composable landscape. People will want fewer rather than more Prime-like memberships, so established organizations with already successful products will have an edge on building or partnering with complementary ... See more
Joey DeBruin • (Amazon) Prime time in web3
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
stratechery.com • Never-Ending Niches
Do they remain a Platform, or become an Aggregator?