Positioning AI contenders — and losers — by their tech philosophy and business potential.| Stratechery by Ben Thompson
Apple AI is delayed, and Apple may be trying to do too much; what the company ought to do is empower developers to make AI applications.| Stratechery by Ben Thompson
It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.| Stratechery by Ben Thompson
The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.| Stratechery by Ben Thompson
Understanding the differences between aggregators and platforms matters for companies interacting with them and also regulators considering antitrust.| Stratechery by Ben Thompson