Sep 6, 2018 · 1 min read
Awesome read! Two thoughts I’ve had on aggregators:
- Seems like there’s typically some sort of way they tap into their suppliers unutilized capacity: Uber let drivers leveraged fixed car payments to generate revenue, Eats let restaurants leverage extra kitchen capacity; Netflix gave content houses nearly 100% margin licensing revenue; AirBnB let hosts leverage fixed mortgage or rent payments, etc.
- How does an aggregator beat an aggregator? We’ve definitely seen them duke-ing it out with Google vs FB and FB vs Snap. I’ve always questioned FB’s move into scripted content in Watch… I have trouble believing “social video” helps them beat Netflix for video time spent. It’s almost as if the only way you beat them is if they try doing something that lies outside the wheelhouse of their aggregation capabilities (ie FB is great at getting you to scroll a newsfeed, a dedicated scripted content library has very little overlap with that).
