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Microsoft is still capturing the majority of the value in productivity. Google is capturing almost zero right now in terms of the dollars being spent by enterprises and individuals on productivity. Amazon is just taking a tax on everybody else.
Ben Gilbert • Writely (Google Docs) | Acquired Podcast
Another example: Ben Thompson, creator of the Stratechery newsletter
Anthony Pompliano • Writing for Leverage, Teenage Billionaires, The Problem with Mainstream Media, and More - David Perell on Off the Chain, Hosted By Anthony Pompliano • Podcast Notes
Netflix and the Conservation of Attractive Profits - Stratechery by Ben Thompson
stratechery.comstratechery.com
I gave a talk in 2018 on the incompatibility of technological progress and privacy at the @Stacks conference in Berlin. Since then the advancements in AI have made this argument ever more relevant. The talk is short (15 minutes)
-Direct Relationship with Users
stratechery.com • Defining Aggregators – Stratechery by Ben Thompson
Moreover, I’m excited about the real user benefit that can come from balancing algorithms and curation: while Facebook and Google rightly focus on algorithms only, most content is best delivered by a mixture; getting that mixture right will likely prove to be both massively popular and massively valuable.
Ben Thompson • Curation and Algorithms
It’s easy to think that the Internet Age is well-established, but the truth is we’re only getting started. Remember, it took nearly two decades for the Model T to develop the car ecosystem to the point where new opportunities emerged to offer differentiated vehicles at much higher prices and much greater per-unit profit (Mercedes-Benz, for example,... See more
Ben Thompson • Differentiation and Value Capture in the Internet Age
Presentations — Benedict Evans
ben-evans.com