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Unbundling Journalism | Chris Best on Venture Stories
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A decade ago, I was only a couple of years into my venture career. I believed that growth and progress were synonymous – in an industry where scale was the ultimate target, platforms that achieved it were glorified. A decade later, I have learned that success is more nuanced, and we have to take accountability for the outcomes we encourage. New dom... See more
Mario Gabriele • Modern Meditations: Rebecca Kaden (Union Square Ventures)
"All parts of our economy were previously based on scarcity. In almost every case, that scarcity has disappeared. The way you win on the internet is to be the starting place where people go - Google, Facebook, these aggregators - or you're highly differentiated and you leverage the fact that you have zero distribution to reach anyone."
Ben Thompson • Platforms, Ecosystems, and Aggregators
Apple realized that it owns some of the most valuable pixel real estate in tech: The home screen. And the best way to monetize that real estate is by occupying as much as possible of it yourself.
Julian Lehr • The Power of Defaults
Trae argues that a lot of high-margin software businesses have no impact on society, and sometimes even a negative impact on society
- There are high-margin software companies that do important things, but many are related to advertising, capturing human attention, or creating obscure developer tools for enterprises
- These software compani
Patrick O'Shaughnessy • Invest Like the Best with Patrick O'Shaughnessy on Apple Podcasts
In other words, when there’s a new platform shift, the companies that build the killer products often create some of the most valuable companies in the industry.