American technology analyst — author of Stratechery newsletter — who created the 'Aggregation Theory' framework for understanding how internet platforms aggregate value — the most widely read independent technology analyst.
Creates Aggregation Theory — Thompson's framework (that internet companies create value by aggregating customers, then use customer relationships to attract suppliers rather than vice versa) is the most influential single analytical framework for understanding why Google, Facebook, Netflix, and Amazon have the market positions they do.
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