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Podcast: Borja Rojano
Episode:

The Next Unicorn
Category: Fashion & Beauty
Duration:
Publish Date: 2016-04-25 09:26:50
Description:

I use aggregation theory to discuss why food delivery apps will fail and why whoever cracks the "Airbnb for your kitchen" will create the next Unicorn.

  • 00:00
    Image: View Image
  • 01:37

    Find out more about aggregation theory here. 


    Uber

    • Previously, taxi companies integrated dispatch and fleet management. Uber modularized fleet management by working with independent drivers
    • Uber is integrating dispatch with customer management, enabling it to scale worldwide


  • 03:49

    Facebook (and Ad Networks)

    • Previously, publishers integrated content and advertisements. Facebook modularized advertisements by allowing advertisers to target customers directly, not via proxy
    • Facebook integrated News feed ad inventory and profile data, enabling it to sell highly effective advertising
  • 06:11

    Airbnb

    • Previously, hotels integrated vacant rooms and trust (via brand). Airbnb modularized vacant properties by building a reputation system for trust between hosts and guests
    • Airbnb is integrating property management and customer management, enabling it to scale worldwide
  • 07:10

    Why is the "Uber for handymen" failing? 

    They are integrating demand, but there is nothing in the supply chain to unbundle. Supply is already modular! This business model is a marketplace, and as such it is subject to competition.

  • 09:23

    With integration theory in mind I explain why Deliveroo is not a platform and it will probably fail, and why whoever cracks "Airbnb for your kitchen" can create the next unicorn.


    This show is not sponsored by Audible. Or Mailkimp.
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