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Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms

Value Investing with Legends

NOTE

Structural Superiority of Digital Platforms

The belief that platforms are a revolutionary new business model stems from the evolution of the internet over the past decades, which has enabled the development of robust, complex business models through advancements in technology such as bandwidth, computing power, and networking capabilities. The structural superiority of digital platforms over analog platforms has become evident in the last 15 years, leading to the view that they offer unique capabilities depending on the specific business context.

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