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May 22, 2018

The moat map

Super interesting article about Amazon, Facebook, Google, Microsoft and Apple - and how they differentiate through or commoditize suppliers, and externalize or internalize network effects. The two graphs are worth the visit alone, but I strongly recommend the full article. By the way, Ben Thompson, the guy running Stratechery, is probably one of the smartest guys in the universe and would be a superstar if he lived in Silicon Valley. I highly recommend the whole blog.