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by simon_kun
1887 days ago
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How mission driven teams at FAANG build $1Tn+ market cap: 1. Product teams create utility at ~zero marginal cost per additional user 2. Platform teams drive distribution 3. Monetization teams convert utility to cash 4. GOTO 1 |
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- Apple: far from zero marginal cost per additional user
- Amazon: far from zero marginal cost per additional user
- Netflix : More or less works, if driven by the content they create. But not a product
- Google: Has monopoly on Ads search, all others projects bring close to nothing
Except Facebook, I don't see how 'zero marginal cost per additional user'-products have any impact of the revenue these company make