The reality is that technology has an amplification effect on business models: it has raised the Internet giants to unprecedented heights, and their positions in their relevant markets — or, more accurately, value chains — are nearly impregnable. At the same time, I suspect their ability to extend out horizontally into entirely different ways of doing business — new value chains — even if those businesses rely on similar technology, are more limited than they appear.
Ben Thompson analizza in maniera esemplare perché Amazon, Google, Microsoft sono bravi a fare qualcosa, ma non altrettanto bravi a competere in servizi complementari. Assolutamente da leggere.
The Value Chain Constraint https://stratechery.com/2019/the-value-chain-constraint/… Continua a leggere
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