Commoditizing Suppliers
Aggregators, by virtue of owning demand, gain power over suppliers which become modularized and commoditized.
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The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.
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Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.
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Publishers are trying to threaten Google again, apparently unaware that because of the Internet they have no power: that flows to the platforms that control discovery.
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Friendly Google and Enemy Remedies
The DOJ brought the right kind of case against an Aggregator, which stagnates by being too nice; the goal is for companies to act like they actually have enemies.
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Apple and the OpenAI Board, Microsoft and the OpenAI Board
Both Apple and Microsoft are leaving their board observer positions with OpenAI; Apple should have never been there in the first place, while Microsoft is probably focused on escaping regulatory scrutiny.
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Perplexity and Robots.txt, Perplexity’s Defense, Google and Competition
Perplexity is accused of violating robots.txt, which isn’t even a law. It’s actions are also necessary if you ever want competition for Aggregators.
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The Apple-OpenAI “Deal”, Japan and the App Store, Apple’s AI Developer Risk
More on Apple AI, including details about its “deal” with OpenAI, new App Store regulation in Japan, and why Apple needs developers more than ever.
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An Interview with Daniel Gross and Nat Friedman About Apple and AI
An interview with Danial Gross and Nat Friedman about Apple’s impressive WWDC keynote, whether or not we are in a bubble, and the future outlook for AI.
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How Apple Intelligence Works, Apple’s AI Bear Case, The Talk Show Live
Understanding how Apple Intelligence works explains Apple’s advantageous position; then, how Apple might still fall short, and two takeaways from Apple executives speaking to John Gruber
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[FREE] WWDC, Apple Intelligence, Apple Aggregates AI
Apple’s WWDC keynote was extremely impressive: Apple Intelligence is something only Apple could build, and it enhances their platform power such that AI companies like OpenAI have to accept Apple’s terms.
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An Interview with Michael Morton About E-Commerce Winners and Losers
An interview with Michael Morton about Shopify’s enterprise business, Amazon’s long-term dominance, and host of other e-commerce topics.