Ben and James briefly discuss Ben’s 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 – Stratechery
- The Internet Rainforest – Exponent
- Ang Lee and the Uncertainty of Success – Jeff Lin
- The Uber Problem – Stratechery Daily Update (members only)
- Uber and the Tyson Zone – Stratechery Daily Update (members only)
- Look How Uber’s Investors Have Also Funded Some Of Its Biggest Critics – Forbes
Hosts
- Ben Thompson, @monkbent, Stratechery
- James Allworth, @jamesallworth, Harvard Business Review
Podcast Information
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Fishy ending was the best.
you guys spent why too much time going back and forth on uber. Whats great with uber is the idea/concept and not the company per se, an also-ran can surely keep on executing on that idea. People thought the same thing about the stock exchanges, the winner takes all moat la la la – like why would anyone trade stocks anywhere else than deutsche bourse, with regards to the network effect of the market place and brand and so on, but look how many twists and turns there have been since then. Nasdaq for instance as a tech platform processes 1/10 of all electronic transactions globally, and is “only” a 9bn EV company. Im sure the end game is that there are multiple platforms that are aggregated etc…
I really enjoyed this episode and wrote a little something in response.