Account
Ben Thompson
About
Author of Stratechery, the most influential independent tech strategy newsletter. Developed aggregation theory — the idea that platforms that aggregate demand gain disproportionate power over suppliers. His frameworks for analyzing platform dynamics and business models are essential for anyone building digital products.
Why Follow
Aggregation theory is the clearest framework for understanding why Google, Facebook, and Amazon are as powerful as they are — and what that means for anyone building a product that touches them. His daily updates track the competitive dynamics of the tech industry in real time.
Notable Output
- Aggregation theory — how platforms aggregate users and commoditize suppliers
- "The Clayton Christensen Conundrum" — disruption theory revisited
- Analysis of Apple's services strategy, Google's advertising moat, Meta's reality bet
- Framework: the value chain and where power accrues
