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The Battle for the Home – Stratechery by Ben Thompson
If the first stage of competition in consumer technology was the race to be the computer users went to (won by Microsoft and the PC), and the second was to be the computer users carried with them (won by Apple in terms of profits, and Google in terms of marketshare), the outlines of the current battle came sharply into focus over the last month: what company will win the race to be the computer within which users live?
stratechery  home  alexa 
5 days ago by lendamico
Instagram’s CEO – Stratechery by Ben Thompson
On how great product design decreases in importance relative to business model and monetization as a company ages.
product_design  business_strategy  stratechery 
17 days ago by acompa
The Social Conglomerate – Stratechery by Ben Thompson
This idea of conglomeration – ever larger companies, delivering ever more specialized and segmented products – isn’t limited to just Facebook. Google is arguably a machine-learning conglomerate with multiple products; Amazon a logistics conglomerate with multiple services; even Apple a personal computer conglomerate offering multiple products with different form factors and interaction models.
facebook  stratechery 
17 days ago by elrob
Instagram’s CEO
“That is why I mark April 9, 2012, as the day yesterday became inevitable. Letting Facebook build the business may have made Systrom and Krieger rich and freed them to focus on product, but it made Zuckerberg the true CEO, and always, inevitably, CEOs call the shots.”
stratechery  instagram 
20 days ago by jasdev
San Francisco and Scooters, Skip’s Strategic Moat, Santa Monica and Scooters – Stratechery by Ben Thompson
That, perhaps, gets at the biggest takeaway of all: it is natural to immediately compare scooter to ride-sharing, but the reality is that they are have all kinds of differences that make it difficult to compare one to the other. To put it another way, the more costs and supply are located on the network’s balance sheet, the more that government regulation matters on one hand, and the more quickly that winners — or losers — can be identified.
scooters  stratechery  business_strategy  business_growth 
4 weeks ago by acompa
Xbox All Access Pass, The Eighth-Generation of Consoles, Console Subscriptions: Now and the Future – Stratechery by Ben Thompson
"I suspect that point can be generalized far beyond consoles: transaction-based business models have always been sub-optimal for niche audiences that care about having the best; from a producer perspective, they didn’t gain nearly as much of the surplus they were generating, while from a consumer perspective producers were not sufficiently focused on serving their needs. Subscriptions fix that: producers can, over the long run, capture more of the surplus they are generating for their best customers, and are thus incentivized to serve the needs of those most-willing to pay."
stratechery  pricing  business_models 
4 weeks ago by acompa
Uber’s Bundles – Stratechery by Ben Thompson
On leveraging network effects to create revenue-increasing bundles...*outside* of cable channels.
stratechery  business_strategy  transportation  business_models 
5 weeks ago by acompa
Uber’s Bundles – Stratechery by Ben Thompson
Here’s the thing though: Uber is better equipped than anyone else to deal with Waymo’s potential ability to extract margin for superior self-driving technology. After all, the company is already paying for driving technology — the technology just happens to be a human!
uber  stratechery 
5 weeks ago by elrob
Uber’s Bundles – Stratechery by Ben Thompson
"... this is a classic aggregation play, where owning consumer demand gives Uber the ability to attract suppliers, increasing consumer demand in a virtuous cycle."

I have always been confident in aggregation theory, but one thing that now becomes a hold up in my mind: does aggregation theory assume that there will be demand for a certain product or service? How does it take into account of economic factors that take away the ability for demand - when once-aggregated consumers can't afford to be part of the scale anymore?

Perhaps it is good to structure business theory around only growth, but it seems like a heavy presupposition that all needs for growing demand are already being met - as a knock to the scale of these businesses can make them crash.
economics  stratechery  article_response  business  technology  society 
6 weeks ago by aleksandrxyz

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