Stratechery

Playing on Hard Mode

19 snips
Nov 17, 2020
Dive into the evolution of internet business models, showcasing the journeys of giants like Facebook and Google. Explore Airbnb's transformative impact on travel, emphasizing unique local experiences over traditional stays. Discover the importance of trust in the hospitality market, illustrated through Airbnb and DoorDash's innovative approaches. Unpack the success of local logistics platforms, driven by brand affinity and local network effects. Finally, analyze the competitive dynamics of food delivery, focusing on DoorDash's suburban strategies and Uber Eats' urban challenges.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Internet Business Models

  • Internet business models' success depends on their history and evolution.
  • Examining how these models emerged reveals key differences in their viability.
INSIGHT

Amazon vs. Google

  • Amazon's focus on physical items and logistics makes it Google's true competitor.
  • OTAs and pizza delivery leverage the internet to enhance existing real-world models.
INSIGHT

Booking.com's Easy Mode

  • Booking.com's lower marketing spend compared to Airbnb highlights its simpler model.
  • Easy-mode businesses like Booking.com are susceptible to super-aggregators like Google.
Get the Snipd Podcast app to discover more snips from this episode
Get the app