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Own the Demand
This will happen in nearly every industry: value capture will more precisely reflect value creation, and the best will make 10x+ more than they are now.
Erik Torenberg • Whoever Generates the Demand Captures the Value
This means that for aggregators, customer acquisition costs decrease over time; marginal customers are attracted to the platform by virtue of the increasing number of suppliers. This further means that aggregators enjoy winner-take-all effects: since the value of an aggregator to end users is continually increasing it is exceedingly difficult for c... See more