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Ben Thompson – Platforms, Ecosystems, and Aggregators - [Invest Like the Best, EP.176]
Invest Like the Best with Patrick O'Shaughnessy
Controlling a Point in a Value Chain
In the analogue world, that point was almost always physical distribution. You had to go to the storewhere there's a constraint on land. How many big stores can there be in sort of your area? There's no more constraint when it comes to shelf space. Amazon has infinite shelf space. It can hold as many products as possible. That's why they have the merchant programme - merchants let them expand their inventory massively at zero cost to amazon. All those constraints are going away on the internet. Everyone can watch diff content becase you're not constrained by time. There's not oever have a limited block. There's no constraine of broadcast channels. There's an infinite number...
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