strategy

Understanding the rise of the most powerful companies in the Internet age – Aggregation Theory

The rise of the FANG companies is no accident. They are all connected on one common thread – The Aggregation theory. So how does this winning playbook work?….. This is from one of my favorite strategy blogs – Stratechery. Here is a summary in 5 points – The value chain for any given consumer market …

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Building Escape Velocity to move beyond the pull of the past

How do company’s build the escape velocity to move beyond the successes and pull from the past? Geoffrey Moore’s Stanford video is hands-down the best use of an hour of my weekend. We have examples of companies that failed to do so in time. Think Blackberry – from a 20% market share in 2009 to …

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