đ On time for your weekend: a weekly round-up of what was written or said at the intersection of #technology, #business, #design and #organisation, and stood out.
đ Reading
Is the Internet Different?
[..] perhaps this is why I can see the benefit of Aggregators: Google and Facebook and Twitter may have been terrible for traditional media companies whose business models depended on controlling distribution, but they are fantastic for giving consumers exactly what they want, including a perhaps heretical view of antitrust.
đ¤ Could the Internet ever not be different?âStratechery
Market definitions and tech monopolies:
The big shifts in dominance in tech in the last few decades have not generally come from a new product that does the same thing as the old one, but from a company doing something that changes the field of play. Microsoft didnât overturn IBMâs dominance of mainframes .. Google didnât make a new Windows, and Facebook didnât take on Google at web search - instead, they carved out something new.
đ Not your fatherâs monopolyâBen Evans
ECommerce in LegoLand:
This dynamic â an integrated vs modular value-chain for selling online â is not unique to the US. By examining the path of the integrator in each geography, we can began tease out clues as to how the coming war may evolve.
đ¤ The Law of Conservation of Profits in actionâEmerging
đ§ Listening
How do you destroy a tech monopoly?
The challenge here is, you need to have a theory of competition law, or privacy laow, or speech law. Then you need to have a theory of harm: what is the problem weâre trying to solve and how. But then you also need to have a product theory; a theory of what you want the product to look like that isnât just âmake the bad stuff go awayâ.
Ben EvansâAnother Podcast
To win local markets, trust local people:
To this day, many American investors maintain a one size fits all view. Well, one size fits all most of the time for the early adopters, all over the world. But once you need to start going deeper, one size doesnât fit all.
Laura GonzĂĄlez-EstĂŠfaniâLanded
Seeing Around Corners:
The shift that organisations have to go through: from the classical approach of measuring and looking at things, to a new way that is way more customer-centric and potentially even redefines where to look for what the next value will be.
Rita McGrathâThe Wicked Podcast
đŹ Suggestions?
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