The Moat Map – Stratechery by Ben Thompson


39 bookmarks. First posted by aebraddy may 2018.


A subtext to last week’s article, Tech’s Two Philosophies , was the idea that there is a difference between Aggregators and Platforms; this was the key section:…
from instapaper
11 weeks ago by mleduc
The Moat Map describes how tech giants build their moats along two axes: network effects and supplier differentiation. Interesting theory, although I’m not fully sold on the axes.

“This relationship between the differentiation of the supplier base and the degree of externalization of the network effect forms a map of effective moats; to again take these six companies in order.”

Ben’s reminder on network effects suggests Spotify also experiences network effects through improvement of personalization algorithms.

“Another way to consider this spectrum is in terms of user-related network effects. The idea of a network effect is that an additional user increases the value of a good or service, and indeed all of these companies depend on network effects.”
stratechery  business  business_strategy 
may 2018 by acompa
A subtext to last week’s article, Tech’s Two Philosophies , was the idea that there is a difference between Aggregators and Platforms; this was the key section:…
from instapaper
may 2018 by kohlmannj
describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.
technology 
may 2018 by marcosmesser
The Moat Map – Stratechery by Ben Thompson via Instapaper https://ift.tt/2IGbMy6
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may 2018 by sshappell
A subtext to last week’s article, Tech’s Two Philosophies, was the idea that there is a difference between Aggregators and Platforms; this was the key section:
webtech  bffr 
may 2018 by paulgreer
via Stratechery by Ben Thompson Member Feed https://stratechery.com
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may 2018 by sbmandal
Competing tech strategies: moat maps
in  from twitter
may 2018 by iWarwick
The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.
may 2018 by cwilkes
The Moat Map – Stratechery by Ben Thompson
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may 2018 by kevinmarks
via Starred items from BazQux Reader https://ift.tt/1cAKc9M and IFTTT
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may 2018 by stinkingpig
via Feed: stratēchery by Ben Thompson https://stratechery.com
may 2018 by radii0
A subtext to last week’s article, Tech’s Two Philosophies , was the idea that there is a difference between Aggregators and Platforms; this was the key section:…
from instapaper
may 2018 by AramZS
A subtext to last week’s article, Tech’s Two Philosophies, was the idea that there is a difference between Aggregators and Platforms; this was the key section: It is no accident that Apple and Microsoft, the two “bicycle of the mind” companies, were founded only a year apart, and for decad via Pocket
Pocket 
may 2018 by slightlywinded
A subtext to last week’s article, Tech’s Two Philosophies , was the idea that there is a difference between Aggregators and Platforms; this was the key section:…
from instapaper
may 2018 by hiroprot
A subtext to last week’s article, Tech’s Two Philosophies, was the idea that there is a difference between Aggregators and Platforms; this was the key section: It is no accident that Apple and Microsoft, the two “bicycle of the mind” companies, were founded only a year apart, and for decad via Pocket
Pocket 
may 2018 by LaptopHeaven
A subtext to last week’s article, Tech’s Two Philosophies , was the idea that there is a difference between Aggregators and Platforms; this was the key section:…
from instapaper
may 2018 by tgecho
A subtext to last week’s article, Tech’s Two Philosophies , was the idea that there is a difference between Aggregators and Platforms; this was the key section:…
from instapaper
may 2018 by adamparnes
The Moat Map

There is a correlation between the degree of supplier differentiation and th…
from twitter_favs
may 2018 by girma