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Differentiation and Value Capture in the Internet Age
In fact, the general model for successful tech companies, contrary to myth and legend, is that they become distribution-centric rather than product-centric.
Elad Gil • High Growth Handbook: Scaling Startups From 10 to 10,000 People
Everyone’s software is good enough. Software used to be the weapon, now it’s just a tool.
In a world of scarcity, we treasure tools. In a world of abundance, we treasure taste. The barriers to entry are low, competition is fierce, and so much of the focus has shifted — from tech to distribution, and now, to something else too: taste. [2]
Taste is
... See moreAnu Atluru • Taste Is Eating Silicon Valley.
Long-time readers know that I already summed up this phenomenon in Aggregation Theory, but in some respects I think my chosen name does this idea injustice: the word “theory” sounds abstract and disconnected from the real world, when in fact the elements of Aggregation Theory are not only very much real phenomena but also the connective tissue tyin... See more
Stratechery • The FANG Playbook
The democratization of distribution has fattened all the tails. Products have gotten cheaper to make and markets have gotten easier to reach, but are there enough markets to support this shift?