Not a direct comment on this article (apart from how I appreciate its clarity and hype-freeness), but should the framework not also cater for a niche/creator position (also channeling your previous Web3 Long Tail posts)?
Yes, niche producers, value added resellers, and scale suppliers will all continue to play a key role but not one where they orchestrate the ecosystem or create a key bottleneck. All 4 above (including capabilities, e.g. Stripe, Twilio) present more of that orchestration/bottleneck.
Any chance of addressing aggregator models where partners drive demand, B2B2C.
Most B2B2C models end up as integrators. A classic example is Booking.com (Aggregator) vs Booking B2B2C (integrator).
Booking B2B2C serves customers through online travel agents. Very much an integrator play.
Not a direct comment on this article (apart from how I appreciate its clarity and hype-freeness), but should the framework not also cater for a niche/creator position (also channeling your previous Web3 Long Tail posts)?
Yes, niche producers, value added resellers, and scale suppliers will all continue to play a key role but not one where they orchestrate the ecosystem or create a key bottleneck. All 4 above (including capabilities, e.g. Stripe, Twilio) present more of that orchestration/bottleneck.