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Ben Thompson – Platforms, Ecosystems, and Aggregators - [Invest Like the Best, EP.176]
Invest Like the Best with Patrick O'Shaughnessy
Is There a Magic Spark That Makes It Possible for a Company to Become One of These?
Ike: I think the idea of owning demand is weigh more important than owning supply. The best example of a company that's thinking about this explicitly, i think, is spotified and sort of their shift into podcasts. What i see spotifi trying to do is try to get a critical mass of listeners to podcast. And meanwhile, their technology is much better suited for monotizing me. That's very undermonotyes. We'll see if it works. Till you can see a world in which monotises ads,. just like face book asmontise weight better than general banner adverts. If we look at how these customers use our platform then they become the centre of...
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