3. Incumbent Strengths & Weaknesses Facebook is likely to let you scale a video product really, really, quickly if you figure out how to do it. Platforms cannot allow outsiders to grow enormously large in their ecosystem without paying the appropriate tax or benefit to them. A perfect competitor would be one that is unable to respond because of... See more

Success here will come down to implementation details. The incentive structure, funding sources, size, goals, moderation approach, and community management philosophy of these networks will determine their long term viability as both businesses and communities. Whether coming at it from the angle of social media, brand, or content creator, building... See more

Great things are usually made by specialists, not by all of us. These specialists can create things that the rest of us want. This means that networks can emerge with two groups: one that supplies something valuable, and another which consumes that service. This is where the most valuable type of Internet company enters the game: aggregators.

Every few years a great unbundling occurs

In 2010, Andrew Parker wrote a defining post about the "unbundling" of Craigslist where he outlined the opportunity to carve out niche products from broad horizontal networks like Craigslist. The broad networks are everything to everyone, the niche ones are something special to a certain group. If you add u... See more