Stratechery — Aggregation Theory Revisited
by Ben Thompson
Apple
New essay revisits aggregation theory; argues distribution still beats supply in the AI era.
Gmail
Ben Thompson published an essay arguing distribution still beats supply, even with AI disrupting search and content. Premium subscribers get the full piece.
Outlook
- New Stratechery essay on aggregation theory in the AI era. - Argument: distribution still wins over supply. - Full essay behind paywall for paid subscribers.
— Strong glance. Single sentence carries the thesis. Survives Apple summarization beautifully.