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Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms

Value Investing with Legends

CHAPTER

Exploring Platform Business Models and Competitive Advantage

The chapter delves into the competitive advantage in different industries and the application of strategic frameworks in the media industry. It discusses the concept of platforms, exploring digital and analog differences, and the impact of subsidies on economic dynamics. The conversation also touches on network effects in platform businesses and the misconceptions surrounding winner-takes-all markets.

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