Act 1: From Linear Businesses to Aggregators and Back — Packy McCormick

Aggregation Theory

Ben Thompsonstratechery.com

Whoever Generates the Demand Captures the Value

Erik Torenbergeriktorenberg.substack.com
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Who Disrupts the Disrupters? - Not Boring by Packy McCormick

Packy McCormicknotboring.co
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