"taxi companies used to transport passengers, but Uber just connects drivers with passengers. Hotels used to offer hospitality services; Airbnb just connects hosts with guests."Tom Goodwin:
"In this age, the customer interface is everything... These companies are indescribably thin layers that sit on top of vast supply systems (where the costs are) and interface with a huge number of people (where the money is). There is no better business to be in."Stratechery:
"iOS has maintained a platform lead, just as Windows did, but unlike Windows said lead is not based on owning the ecosystem (and thus distribution); rather, iOS owns the best customers, i.e. the customers who are most willing to pay... success no longer depends on platforms or ecosystems; rather, platforms and ecosystems themselves depend on access to desirable customers."
(length: 1250, 800, 1650 words)
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