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Invest Like the Best with Patrick O'Shaughnessy
Ben Thompson – Platforms, Ecosystems, and Aggregators - [Invest Like the Best, EP.176]
Jun 2, 2020
01:17:53
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Quick takeaways
- Understanding the evolution of computing from destination-oriented to always-with-you is crucial for tech companies.
- Aggregators like Google and Facebook hold value by connecting directly with users and benefitting from zero marginal costs.
Deep dives
The End of the Beginning
In this podcast episode, the guest, Ben Thompson, discusses the concept of the "end of the beginning" in technology. He explains how technology companies often think they are constantly disrupting themselves, but in reality, there is a continuous evolution and progression in how people interact with computing. This includes the shift from destination-oriented computing to continuous, always-with-you computing, with the smartphone being the current endpoint in this evolution. Thompson argues that iOS and Android are in a strong position as dominant players in this space.
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