Michael Hutchens on LinkedIn: On the weekend I ordered an Uber and realised that what used to be the… | 957 comments

Every additional customer accrued a cost, whether that be the marginal cost of serving them or the opportunity cost of not serving a different customer. Given that, it was, as Christensen noted, perfectly rational to focus on the most profitable ones.However, something else momentous happened around 20 years ago: the emergence of the Internet. As I... See more

The shift away from traditional subscriptions will quicken pace, driven by the proliferation of on-demand solutions across all areas of modern life. Categories like content consumption (Netflix, Spotify), Travel (Uber, Lime), and food delivery (Deliveroo, DoorDash) are creating an atmosphere on everything on our terms, at all times. These category-... See more

Customers win slightly - they have more choice on the surface, but we’re all offering the same thing, and because we’re paying so much to acquire them, we don’t have room for major discounts now that venture capital isn’t bankrolling us as heavily.

The lines between consumer and enterprise have blurred even further as some of the most prominent technology companies in the world have grown and launched new businesses.