The Moat Map – 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.
The Moat Map – Stratechery by Ben Thompson Skip to content The Moat Map Tuesday, May 15, 2018 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: It is no accident that Apple and Microsoft, the two “bicycle of the mind” companies, were founded only a year apart, and for decades had broadly similar business models: sure, Microsoft licensed software, while Apple sold software-differentiated hardware, but both were and are at their core personal computer companies and, by
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