Ben and James discuss winner-take-all dynamics and its implications for advertising, bubble talk, and venture capital. Plus, what Facebook and Marc Andreessen got wrong about Free Basics and India.

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Links

• Ben Thompson: The Reality of Missing Out — Stratechery
• Leslie Picker and Peter Eavis: Deal Shows Investors Are Willing to Make a Blind Bet on Uber — The New York Times
• Mike Isaac: Delivery Start-Ups Face Road Bumps in Quest to Capture Untapped Market — The New York Times
• Ben Thompson: Unicorns — Stratechery
• Ben Thompson: It’s Not 1999 — Stratechery
• Mark Cuban: The Pre-Cognitive Anti-Trust Violation:How the Decimation of the IPO Market Has Hurt the Economy and Worse — Blog Maverick
• Fred Wilson and Dan Primack via Mark Suster: Why Uber Should Go Public — Both Sides of the Table
• Kurt Wagner: Marc Andreessen Offends India Defending Facebook’s Free Basics. (Yes, the Country.) — Recode
• Mark Zuckerberg: Free Basics Protects Net Neutrality — The Times of India
• Om Malik: Nothing is Free, Not Even Facebook Free Basics — Om.co

Hosts

• Ben Thompson, @benthompson, Stratechery
• James Allworth, @jamesallworth, Harvard Business Review

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