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Patrick O'Shaughnessy Intro
0:20 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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Disclaimer
0:25 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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Patrick Introduces Ben Thompson
0:37 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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Tech Companies Aren't Immune to Disruption
1:15 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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tech
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The Smartphone Is the Peak of "Always With You" Computing
3:21 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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computer
phone
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Data Storage Expanded from One Room to Being Omnipresent in the Cloud
2:46 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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computer
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The COVID-19 Pandemic Accelerated Ongoing Tech Trends
1:07 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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pandemic
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Stan Shih's 'Smiling Curve' Shows How Value Varies Across PC Industry Sectors
3:21 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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technology
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Apple Is a Platform; Google Is an Aggregator
2:16 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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google
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Google Has a Direct Relationship With Users & Zero Marginal Cost of Serving Them
2:55 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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google
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Netflix's Marginal Value Increases as Their Customer Base Grows
1:15 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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Spotify's Exclusive Partnership With Joe Rogan Is a Podcast Advertising Play
4:48 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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podcast
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podcasts
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Spotify Is a Weak Music Industry Aggregator; They Have More Potential With Podcasts
3:06 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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Netflix's Cash Burn Increased When They Stopped Buying Shows & Began Producing Them
3:08 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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Unless You're Disney, Trying to Compete With Netflix Is a Dumb Move
3:20 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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Walmart Is Out-Performing Amazon in Grocery Delivery But Trailing in E-Commerce
1:45 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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Shopify Allows Suppliers to Have a Direct Relationship With Customers
1:54 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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customers
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Shopify's Model Enables Them to Scale Despite a High Churn Rate
1:44 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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Shopify Can Differentiate from Aggregators By Getting Into Logistics
1:21 ·
Ben Thompson
– Platforms, Ecosystems, and
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Platforms Have Externalized Network Effects; Aggregators Have Internalized Network Effects
5:20 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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Whether Facebook, Google, or Amazon, the Internet Removes Value Chain Constraints
4:40 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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facebook
internet
google
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The Internet Drastically Lowered Publishing Costs
1:01 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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internet
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The Future of Media: Leveraging the Internet to Provide a Valuable Service Directly to an Audience
4:09 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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media
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To Combat "Subscription Fatigue," Should 'Substack' Offer a Bundle Service to Customers?
4:30 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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AWS & Stripe Are Platform Layers That Support Tech Infrastructure
1:58 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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Just Like the Real World, People Pay for Status Upgrades in Games
2:01 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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To Maximize Return Potential, 'Epic Games' Charges Less Upfront
1:36 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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A New Investment Model Is Needed to Accompany Venture Capital
2:48 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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venture capital
vc
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technology
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The Tech Remote Work Movement Will Drive Competition Between Cities
1:09 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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tech
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The Tech Industry Should Be More Involved in Politics
2:05 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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china
tech
politics
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As Netflix Has Evolved, They've Embraced the Internet More
1:30 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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internet
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What's the Kindest Thing Anyone's Ever Done for Ben?
2:47 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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Ben & Patrick Outro
0:21 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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Patrick O'Shaughnessy Outro
0:56 ·
Ben Thompson
– Platforms, Ecosystems, and
Aggregators
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