Ben Thompson
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Daily Update: On the Occasion of Thanksgiving; Lyft Driver Destination; Apple’s Cloud Problem, Revisited
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Daily Update: The Long-term Prospects of AWS, Wanelo Launches In-App E-commerce
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Why Uber Fights
Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.
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Podcast: Exponent 026 – GROW GROW GROW FIGHT FIGHT FIGHT
On the newest episode of Exponent, the podcast I co-host with James Allworth: We briefly discuss my belief in the Internet opportunity for content creators, and then dive in to the recent Uber controversy. Links Publishers and the Smiling Curve: Ben Thompson – Stratechery Differentiation and Value Capture in the Internet Age: Ben Thompson – […]
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Daily Update: The Content Creator Opportunity, Firefox’s “Strategic Choice”, Qualcomm to Build ARM Server Chips
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Differentiation and Value Capture in the Internet Age
The implication of the Smiling Curve is not only that aggregators have increased economic power, but that differentiated suppliers do as well; Omni Software is an example.
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Daily Update: A Positive Sign for Intel, and a Bad One; Apple WatchKit