I have the same meta-question, and would love to hear what other folks think – I enjoy Exponent a lot, but feel like it veers into just-so stories [1], and the theories / models could be interpreted to argue for any particular outcome
In particular, Episode 101 left me feeling skeptical [2]. Aggregation theory / unbundling somehow predicts both Netflix winning and Spotify losing, but I was left with the impression that – had things gone the other way – an equally persuasive argument could have been made.
In particular, Episode 101 left me feeling skeptical [2]. Aggregation theory / unbundling somehow predicts both Netflix winning and Spotify losing, but I was left with the impression that – had things gone the other way – an equally persuasive argument could have been made.
[1] https://en.wikipedia.org/wiki/Just-so_story [2] http://exponent.fm/episode-101-tv-is-the-oak-tree/