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Ben Thompson – Platforms, Ecosystems, and Aggregators - [Invest Like the Best, EP.176]
Invest Like the Best with Patrick O'Shaughnessy
What's the Smile Curve?
The stock market agrees with you. If this thesis is correct, that the trend is these companies become even more foundational and critical o everyday life than the pandemic ought to help their valuations. And so from that perspective, it deftly makes sense. We'll come back around to some of the interesting issues around whether or not these companies should be regulated. But i want to back up to some of the root level ideas that you've introduced into the world around technology strategy over the year. Could you describe what the smile curve is? Then we'll use that as a jump off point to go a couple of layers down on aggregation theory....
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