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The Moat Map – Stratechery by Ben Thompson

View more from: Stratechery by Ben Thompson , 2018

The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect. A subtext to last week’s article, Tech’s Two Philosophies, was the idea that there is a difference between Aggregators and Platforms; this was the key section...

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