By Ben Evans
Benedict Evans is a strategy consultant at Enders Analysis in London. Read his excellent blog here.
One of the recurring themes of the consumer Internet is the cycle from aggregation to disaggregation - bundling to unbundling. There is a lot of value in services that pull everything together in one place, but over time that value starts to recede, the lock-ins keeping people there weaken and the appeal of having separate, specialised products grows. And then, after a while, the appeal of aggregation starts to grow again. We saw this in the past with AOL (AOL), and now with Facebook (FB) on mobile.
A big part of the dynamic of Facebook unbundling is the different mechanics of apps versus the desktop Web. Any smartphone app can use the phone book and PSTN numbering system to access a ready-made social graph, removing a lot of the friction Facebook benefits from on the Web. A core Facebook use case is photo sharing, and a smartphone's built-in photo library offers much moreRead More »from Unbundling LinkedIn