Making Uncommon Knowledge Common

Building and Investing in Marketplaces

Erik Torenbergeriktorenberg.substack.com
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Stratechery by Ben Thompson

Ben Thompsonstratechery.com
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The Economics of Data Businesses

Abraham Thomaspivotal.substack.com
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There's More Than One Search Business Model

Byrne Hobartthediff.co
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Netflix and the Conservation of Attractive Profits - Stratechery by Ben Thompson

stratechery.comstratechery.com
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Whoever Generates the Demand Captures the Value

Erik Torenbergeriktorenberg.substack.com
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Aligning Business Models to Markets - Kwokchain

kwokchain.comkwokchain.com
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