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Modern Suppliers
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The Great Bifurcation: Artisans vs. Scaled Asset Managers
In many industries, we’ve seen a bifurcation into niche and sprawl. Into depth and breadth.
Take the news industry. If you’re thriving in news, you’re likely either (1) narrow, nimble, and focused, like a successful Substack publication with a single journalist, or (2) you’re a multi-product b
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This has fundamentally changed the plane of competition: no longer do distributors compete based upon exclusive supplier relationships, with consumers/users an afterthought. Instead, suppliers can be commoditized leaving consumers/users as a first order priority. By extension, this means that the most important factor determining success is the use... See more
stratechery.com • Stratechery by Ben Thompson
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