Here are the most clicked items on Alpha Ideas this week:
Paytm: Growth at Population Scale (AI)
Sequoia’s Returns (AI)
Who says Large Caps can’t move? (AI)
Why Info Edge lost faith in ‘bijnis’ (Forbes)
Fractional Ownership in Real Estate (Bala)
Stock Talk: Engineers India (BI)
Stock Talk: Redington India (Unfair Advantage)
How to avoid TCS for your child’s foreign education (BS)
Don’t shift to EV cars yet (Rowan Atkinson)
There’s only one way to forecast (Howard Marks)
Some off beat reads for the weekend:
India asserts global standing (RT)
Canada’s Indira Gandhi assassination parade (ORF)
Vedantic Realpolitik (American Conservative)
The United States Vs Donald Trump (Politico)
How Erdogan held on to power (Dawn)
Why Imran Khan has disappeared from Pakistan’s media (BBC)
Who is looting Yemen’s oil? (Cradle)
Behind the renewed troubles in North Kosovo (Crisis)
When Thatcher met Mandela (Declassified UK)
Why nobody finds the opulent new Parliament vulgar (Mint)
Massacre of Mandayam Iyengars by Tipu Sultan (The Commune)
Chasing Buddhas across Bihar (Lounge)
The 1,700 year legacy of Korean temple cuisine (BBC Travel)
The real story behind ‘Ponniyin Selvan’ (Peepul Tree)
Auto: Maruti Jimny Vs Mahindra Thar (Team BHP)
The most common form of platform monetization is the collection of “rents” from the third parties that build on top of it. This model also tends to be the best one, too, as it allows the platform to directly benefit from the value they create as well as leverage the investments of all its developer partners, thereby gaining access to their many total addressable markets, or TAMs.
The rent model is also why digital platforms are particularly valuable. Every person and company uses the Internet and computing devices (making it a far larger market than just a road system or toy), and there’s no constraint to how many customers can be served at once (Barbie doesn’t appeal to all toy buyers, nor can everyone use a highway at once without making the highway worse), while the marginal costs from incremental revenue are essentially zero (meaning every sale goes straight to the bottom line).
To this end, it’s notable that almost all of the most valuable companies in the world operate digital platforms that support billions of daily users and tens of billions of dollars in economic value daily
-wrote Matthew Ball
Some stuff I am reading today morning:
RBI signals long pause (FE)
Guidelines on Default Loss Guarantee in Digital Lending (RBI)
Corporate earnings growth to drive next leg of market rally (Rediff)
DS Group & its sugar coated FMCG gambit (Forbes)
The rise & rise of Indian Art (Fortune)
Startup: Medulance (BI)
Elon Musk has a blunt message for Nvidia (TS)
Sentimental cycles created by institutional investors (Klement)
Why AI will save the world (Marc Andreesen)
ROIC & the investment world (Michael Mauboussin)
