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...

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...