Alex Moazed – Building Modern Monopolies - [Invest Like the Best, EP.25]
Invest Like the Best with Patrick O'Shaughnessy
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Investing in Platform Business Models
One of the things that i'm really interested in, and you talked about the importance of rise of data, the internet, transparency as kind of coinciding with the rise of this of the platform business model. There's more consumer surplus being captured by the consumer versus the producer in the past. They get to use the platform that emerges victorious in a very competitive ukno,. It's hard to scale into a network. Whoever wins, great, i i'm in to win. And then the end user wins.
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