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Patrick O'Shaughnessy Intro

0:20 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Disclaimer

0:25 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Patrick Introduces Ben Thompson

0:37 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Tech Companies Aren't Immune to Disruption

1:15 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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The Smartphone Is the Peak of "Always With You" Computing

3:21 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Data Storage Expanded from One Room to Being Omnipresent in the Cloud

2:46 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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The COVID-19 Pandemic Accelerated Ongoing Tech Trends

1:07 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Stan Shih's 'Smiling Curve' Shows How Value Varies Across PC Industry Sectors

3:21 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Apple Is a Platform; Google Is an Aggregator

2:16 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Google Has a Direct Relationship With Users & Zero Marginal Cost of Serving Them

2:55 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Netflix's Marginal Value Increases as Their Customer Base Grows

1:15 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Spotify's Exclusive Partnership With Joe Rogan Is a Podcast Advertising Play

4:48 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Spotify Is a Weak Music Industry Aggregator; They Have More Potential With Podcasts

3:06 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Netflix's Cash Burn Increased When They Stopped Buying Shows & Began Producing Them

3:08 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Unless You're Disney, Trying to Compete With Netflix Is a Dumb Move

3:20 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Walmart Is Out-Performing Amazon in Grocery Delivery But Trailing in E-Commerce

1:45 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Shopify Allows Suppliers to Have a Direct Relationship With Customers

1:54 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Shopify's Model Enables Them to Scale Despite a High Churn Rate

1:44 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Shopify Can Differentiate from Aggregators By Getting Into Logistics

1:21 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Whether Facebook, Google, or Amazon, the Internet Removes Value Chain Constraints

4:40 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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The Internet Drastically Lowered Publishing Costs

1:01 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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AWS & Stripe Are Platform Layers That Support Tech Infrastructure

1:58 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Just Like the Real World, People Pay for Status Upgrades in Games

2:01 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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To Maximize Return Potential, 'Epic Games' Charges Less Upfront

1:36 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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A New Investment Model Is Needed to Accompany Venture Capital

2:48 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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The Tech Remote Work Movement Will Drive Competition Between Cities

1:09 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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The Tech Industry Should Be More Involved in Politics

2:05 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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As Netflix Has Evolved, They've Embraced the Internet More

1:30 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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What's the Kindest Thing Anyone's Ever Done for Ben?

2:47 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Ben & Patrick Outro

0:21 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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Patrick O'Shaughnessy Outro

0:56 · Ben Thompson– Platforms, Ecosystems, and Aggregatorsview episode

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