Ben Gilbert: belief

Transcript context

…Yup. Amazon is one of the best in the world at this, and actually this is part of one of my Carve Outs coming up. Not Amazon Video. My Carve Out is not Amazon Video but you see it happening there. Netflix is a great, great company and valued very highly right now. But Amazon Video has improved so much throughout 2016 and it’s free with Prime. You have to pay 8 bucks a month or whatever it is for Netflix now. It’s a different business model. It is. It is. All right. We’ve got some things that are discussed twice and once throughout the course of the year, but we’re going to put those in the show notes. So if you’re curious about other tech themes that were prevalent in 2016, at least through our lens, those will be in the show notes and we’re going to move on to talk about some themes that we think are going to be key in 2017. So, David, do you want to start this off with one of your – Yeah, I will. I’m laughing and I’m sure long-time listeners of this show will be laughing as well. But the first one I wanted to talk about is I think Aggregation Theory is going to continue to be critically important. One of, if not the clearest lens through which to view opportunities and challenges and disruption that’s happening not only in tech going into 2017 but I think in the world broadly too and society. I mean, Ben Thompson has had some great posts, really great posts in the back half of the year here talking about how you can apply that lens, the Aggregation Theory lens looking at politics and obviously the US presidential election in 2016, the media as well. To me personally, I actually see it becoming more important in 2017 and thinking about sort of beyond just the traditional IT sector of tech, consumer technology and enterprise software technology. But what does it look like when the dynamics of Aggregation Theory and both opportunities and implications of internet dynamics get trained on all industries. We’re seeing it with driving right now which if I’m not getting the facts wrong which is entirely possible, but I could be, I believe driving jobs are either the number one or certainly top 5 category of jobs in the US.…

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