Value Investing with Legends cover image

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

Value Investing with Legends

NOTE

Value of a Platform Business

Platform businesses derive their advantage from facilitating connections rather than producing goods. This can involve connecting buyers and sellers, users and developers, or advertisers with viewers. The fundamental value proposition of a platform lies in enhancing connections through its business model, as popularized by Jean Tyrol in the early 2000s.

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