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b'My guest today is Ben Thompson. Ben is the author of my favorite business strategy newsletter called Stratechery. He\\u2019s also the host of the exponent podcast, and now the Dithering, a podcast he recently launched with John Gruber. I think Ben is among the most interesting business analysts in the world, and I\\u2019ve learned from and directly applied many of his ideas. We cover many of the major concepts he\\u2019s introduced over the years, including his well know aggregation theory. I think that to understand how the internet has changed the business world for good, you must read Ben and follow his thinking. I\\u2019m excited to finally have him as a guest on the show. Please enjoy our conversation.\\n For more episodes go to InvestorFieldGuide.com/podcast.\\n Sign up for the book club, where you\\u2019ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.\\n Follow Patrick on Twitter at @patrick_oshag\\n \\xa0\\n Show Notes\\n (01:26) \\u2013 (First question) \\u2013 Companies that are built for the next disruption\\n \\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 (1:32) \\u2013 The End of the Beginning\\n (9:58) \\u2013 Aggregation Theory and the Smiling Curve\\n (13:18) \\u2013 Steps to creating an aggregator\\n (19:46) \\u2013 Pattern of successful aggregators or luck?\\n (24:34) \\u2013 How aggregators interact with suppliers and consumers\\n (30:49) \\u2013 Taking on other aggregators\\n (34:09) \\u2013 Platform vs aggregator in the scope of Shopify vs Amazon/Walmart\\n (40:55) \\u2013 The Moat Map\\n (46:16) \\u2013 Value chain thinking and profitable business models\\n (51:58) \\u2013 Future of media and independent content creator\\u2019s vs bundles\\n (56:07) \\u2013 Bundling independent creators\\n (1:00:37) \\u2013 The infrastructure layer of technology and software companies\\n (1:02:35) \\u2013 His thoughts on gaming platforms\\n (1:06:13) \\u2013 The atoms vs the bits in the tech world\\n (1:12:18) \\u2013 What he\\u2019s learned from covering Netflix\\n (1:13:46) \\u2013 Kindest thing anyone has done for Ben\\n \\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 (1:15:56) \\u2013 Stratechery Podcast\\n \\xa0\\n Learn More\\n For more episodes go to InvestorFieldGuide.com/podcast.\\xa0\\n Sign up for the book club, where you\\u2019ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub\\n Follow Patrick on Twitter at @patrick_oshag'