Aggregators

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Stratechery by Ben Thompson

Ben Thompson stratechery.com

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Spotify - Web Player: Music for everyone

spotify.com

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Spotify’s Podcast Aggregation Play

Ben Thompson stratechery.com

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Shopify’s Evolution – Stratechery by Ben Thompson

Ben Thompson stratechery.com

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Disney and Integrators Versus Aggregators

Ben Thompson stratechery.com

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Whoever Generates the Demand Captures the Value

Erik Torenberg eriktorenberg.substack.com

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GLG, the world's largest expert network, filed for IPO yesterday. It has 1 million experts on its books and facilitates calls between them and its 2,700 clients. Its S-1 highlights the power of aggregation. 👇👇

Marc Rubinstein

twitter.com

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The Myth of Decentralization and Lies about Web 2.0 · EmilyGorcenski.com

Emily Gorcenski emilygorcenski.com

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Who Disrupts the Disrupters? - Not Boring by Packy McCormick

notboring.co notboring.co

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GLG can be viewed as a "tax" on the global knowledge economy. S-1 numbers are fascinating: - 21k network members - $520k annual contract value - $290mm in recurring revs (as of 6/30/21) - 102%+ "wallet retention" (completed one project in 90 days) https://sec.gov/Archives/edgar/data/0001661123/000119312521301055/d161028ds1.htm... See more

Dave Ambrose

twitter.com

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