1/ This is a thought-provoking article, but I think "winner take all" is incredibly loose as used here.http://www.newyorker.com/tech/elements/in-silicon-valley-now-its-almost-always-winner-takes-all …
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Replying to @scottew
2/ for one thing, what exactly is being won is often an open question--certainly the bull case on Uber isn't only that it wins ridesharing
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Replying to @scottew
3/ Another wrinkle in "winner take all" analysis is the huge overlap in tech business models--search, mobile, rides, delivery, payments, etc
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Replying to @scottew
4/ Seeming winners end up fighting for their lives as new entrants or expansive incumbents encroach from unexpected directions
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Replying to @paulbaumgart
@paulbaumgart huge benefits for capturing a market, especially via network effects. But there's still lots of room for different outcomes.1 reply 0 retweets 1 like
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