On: Own the Demand

[gesman]

There is a reason platforms decline.

Biggest one is when platform gets too fat and lazy and then torn apart by competition (Myspace, Aol).

If competition is too weak (AMZN) or platform is too strong (GOOG) - the decline is afar.

That said - I think the biggest and quickest riches are made by connecting supply and demand (platforming) instead of owning either of these.

[shanghaiaway → gesman]

Amazon is fat and lazy now. They grew by offering the lowest prices on products you know, with fast shipping. Now, you don't know what you're buying or that you're getting the best price, and shipping isn't as fast.