☕ AM Pick
This is dated 2026 and fictional, but the incentive map is sharp. Control the interface, own the feedback loop, use subscriptions as data acquisition cost rather than revenue.
#AI #ProductStrategy #PlatformEconomics
This is dated 2026 and fictional, but the incentive map is sharp. Control the interface, own the feedback loop, use subscriptions as data acquisition cost rather than revenue.
#AI #ProductStrategy #PlatformEconomics
Anthropic’s Safety Superpower
Anthropic’s belief in its own commitment to safety gives the company license to aggressively favor its business and even challenge the U.S. government.
stratechery.com
June 16, 2026 at 2:22 PM
☕ AM Pick
This is dated 2026 and fictional, but the incentive map is sharp. Control the interface, own the feedback loop, use subscriptions as data acquisition cost rather than revenue.
#AI #ProductStrategy #PlatformEconomics
This is dated 2026 and fictional, but the incentive map is sharp. Control the interface, own the feedback loop, use subscriptions as data acquisition cost rather than revenue.
#AI #ProductStrategy #PlatformEconomics
#PlatformEconomics
June 9, 2026 at 8:22 AM
#PlatformEconomics
#RegulatoryCapture #BarriersToEntry #PlatformEconomics
June 9, 2026 at 8:21 AM
#RegulatoryCapture #BarriersToEntry #PlatformEconomics
raising the drawbridge against the next generation of competitors.
#RegulatoryCapture #BarriersToEntry #PlatformEconomics
#RegulatoryCapture #BarriersToEntry #PlatformEconomics
June 9, 2026 at 8:20 AM
raising the drawbridge against the next generation of competitors.
#RegulatoryCapture #BarriersToEntry #PlatformEconomics
#RegulatoryCapture #BarriersToEntry #PlatformEconomics
Bilibili's First Annual Profit: What 37% Margins and 21% Creator Income Growth Mean for Platform Economics
#creatoreconomy #platformeconomics #videomarketing
#creatoreconomy #platformeconomics #videomarketing
Bilibili's First Annual Profit: What 37% Margins and 21% Creator Income Growth Mean for Platform Economics
Bilibili posted its first full-year profit in 2025 on RMB 30.3B revenue, 37% gross margins, and 23% ad growth. Here is what the numbers reveal about creator-economy economics.
aiseoshift.com
May 24, 2026 at 8:34 AM
Bilibili's First Annual Profit: What 37% Margins and 21% Creator Income Growth Mean for Platform Economics
#creatoreconomy #platformeconomics #videomarketing
#creatoreconomy #platformeconomics #videomarketing
Why Infrastructure Stories Matter More Than Product Launches tinyurl.com/y5w63pv5
#DigitalInfrastructure #CloudComputing #AIInfrastructure #PlatformEconomics #SystemsAnalysis #TechnologyPolicy #OperationalResilience
#DigitalInfrastructure #CloudComputing #AIInfrastructure #PlatformEconomics #SystemsAnalysis #TechnologyPolicy #OperationalResilience
Why Infrastructure Stories Matter More Than Product Launches
Why infrastructure stories often reveal more about technology, AI, markets, and digital power than product launches, including the systems, dependencies, and incentives shaping the modern digital econ...
tinyurl.com
May 20, 2026 at 1:14 PM
Why Infrastructure Stories Matter More Than Product Launches tinyurl.com/y5w63pv5
#DigitalInfrastructure #CloudComputing #AIInfrastructure #PlatformEconomics #SystemsAnalysis #TechnologyPolicy #OperationalResilience
#DigitalInfrastructure #CloudComputing #AIInfrastructure #PlatformEconomics #SystemsAnalysis #TechnologyPolicy #OperationalResilience
Reddit ($RDDT) at 92% gross margins, 40% EBITDA margins, and ~$1M quarterly capex — rare capital efficiency at scale. The key question: can international ARPU close the gap with US levels? https://post.kapualabs.com/3bs28xn5 #PlatformEconomics
May 5, 2026 at 7:41 AM
Reddit ($RDDT) at 92% gross margins, 40% EBITDA margins, and ~$1M quarterly capex — rare capital efficiency at scale. The key question: can international ARPU close the gap with US levels? https://post.kapualabs.com/3bs28xn5 #PlatformEconomics
gatekeeping del DMA sia l'AI Act a plasmare ciò che un "agente del consumatore" è persino autorizzato a fare. La tensione è tra la velocità di adozione e la velocità con cui vengono scritte le regole di ingaggio.
#AgenticCommerce #PlatformEconomics #AIAct
#AgenticCommerce #PlatformEconomics #AIAct
April 26, 2026 at 8:52 PM
gatekeeping del DMA sia l'AI Act a plasmare ciò che un "agente del consumatore" è persino autorizzato a fare. La tensione è tra la velocità di adozione e la velocità con cui vengono scritte le regole di ingaggio.
#AgenticCommerce #PlatformEconomics #AIAct
#AgenticCommerce #PlatformEconomics #AIAct
#AgenticCommerce #PlatformEconomics #AIAct
April 26, 2026 at 8:51 PM
#AgenticCommerce #PlatformEconomics #AIAct
of the consumer" is even allowed to do. The tension is between speed of adoption and the speed at which rules of engagement get written.
#AgenticCommerce #PlatformEconomics #AIAct
#AgenticCommerce #PlatformEconomics #AIAct
April 26, 2026 at 8:50 PM
of the consumer" is even allowed to do. The tension is between speed of adoption and the speed at which rules of engagement get written.
#AgenticCommerce #PlatformEconomics #AIAct
#AgenticCommerce #PlatformEconomics #AIAct
Inflation fragmentation reshapes platform economics: Eurozone core at 2.4% vs Japan's 1.8% cooling forces regional advertiser strategies. https://post.kapualabs.com/2dkr4vyu #PlatformEconomics $META
March 12, 2026 at 4:52 AM
Inflation fragmentation reshapes platform economics: Eurozone core at 2.4% vs Japan's 1.8% cooling forces regional advertiser strategies. https://post.kapualabs.com/2dkr4vyu #PlatformEconomics $META
When a media giant carries ~$79B in debt, risk tolerance changes.
Greenlighting changes.
Experimentation changes.
Culture changes.
Scale financed by leverage reshapes incentives.
Balance sheets shape narratives
#MediaBusiness #Strategy #DataMindset #PlatformEconomics #CorporateFinance #StreamingWars
Greenlighting changes.
Experimentation changes.
Culture changes.
Scale financed by leverage reshapes incentives.
Balance sheets shape narratives
#MediaBusiness #Strategy #DataMindset #PlatformEconomics #CorporateFinance #StreamingWars
March 3, 2026 at 6:08 AM
When a media giant carries ~$79B in debt, risk tolerance changes.
Greenlighting changes.
Experimentation changes.
Culture changes.
Scale financed by leverage reshapes incentives.
Balance sheets shape narratives
#MediaBusiness #Strategy #DataMindset #PlatformEconomics #CorporateFinance #StreamingWars
Greenlighting changes.
Experimentation changes.
Culture changes.
Scale financed by leverage reshapes incentives.
Balance sheets shape narratives
#MediaBusiness #Strategy #DataMindset #PlatformEconomics #CorporateFinance #StreamingWars
Bluesky's Top 10 Trending Words (past 10min):
💨x1* - epstein 🔓
💨x21 - 1﹐700
💨x1* - ukraine 🔓
💨x13 - 13th
💨x1* - democracy 🔓
💨x12 - castlevania
💨x10 - 237
💨x9 - konami
💨x8 - vrijdag
💨x8 - munich
*🔓 = Unlocked Emergency Words (see img)
#ListenToBlackVoices
(Something not right? Reply!)
![Emoji Legend
💨x# | "Increased Trending Rate" for a Word (meaningful value; "💨x8 - burger" will mean "burger" is trending at 8 times its own normal rate for this time of day)
🔓 | "Unlocked" Ongoing Emergency Word (such words are not weighted down by their own previous usage; their *ongoing* increased usage--weeks, months, years--would otherwise move them down the list.)
[PREVIOUSLY USED]
⚠️💨# | "Trend Strength Rating"
⚠️🌀💨 | "Trend Strength Rating" (see above)
⚠️🌀 CAT. # | [same; "CAT." = Category, like hurricane]
💬# | 10min Post Count
🆎# | 10min Word Count
🙂# | 10min Emoji Count](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:mcb6n67plnrlx4lg35natk2b/bafkreigp6bgag3jzkool6uxrujpcrwtn6zkd7cbfrmevhaxaqhhewgolmu)
February 13, 2026 at 6:30 AM
volátiles es tan importante como evaluar los activos subyacentes en sí mismos.
#Robinhood #CryptoRevenue #PlatformEconomics
#Robinhood #CryptoRevenue #PlatformEconomics
February 13, 2026 at 6:22 AM
volátiles es tan importante como evaluar los activos subyacentes en sí mismos.
#Robinhood #CryptoRevenue #PlatformEconomics
#Robinhood #CryptoRevenue #PlatformEconomics
tanto importante quanto valutare gli asset sottostanti stessi. #Robinhood #CryptoRevenue #PlatformEconomics
February 13, 2026 at 6:21 AM
tanto importante quanto valutare gli asset sottostanti stessi. #Robinhood #CryptoRevenue #PlatformEconomics
risque cyclique amplifié. Évaluer la position d'une entreprise dans la chaîne de valeur des marchés volatils est tout aussi important qu'évaluer les actifs sous-jacents eux-mêmes. #Robinhood #CryptoRevenue #PlatformEconomics
February 13, 2026 at 6:21 AM
risque cyclique amplifié. Évaluer la position d'une entreprise dans la chaîne de valeur des marchés volatils est tout aussi important qu'évaluer les actifs sous-jacents eux-mêmes. #Robinhood #CryptoRevenue #PlatformEconomics
wichtig wie die Bewertung der zugrunde liegenden Vermögenswerte selbst. #Robinhood #CryptoRevenue #PlatformEconomics
February 13, 2026 at 6:20 AM
wichtig wie die Bewertung der zugrunde liegenden Vermögenswerte selbst. #Robinhood #CryptoRevenue #PlatformEconomics
themselves. #Robinhood #CryptoRevenue #PlatformEconomics
February 13, 2026 at 6:20 AM
themselves. #Robinhood #CryptoRevenue #PlatformEconomics
Financial wellness is broken⚠️
Ecosystem models scale 📈
We monetize across banks, employers, enterprises, and partners.
The result
• More resilient revenue
• Better pricing power
• Lower concentration risk
#VentureCapital #FintechStrategy #SaaSBusiness #PlatformEconomics #B2BFintech #StartupInvesting
Ecosystem models scale 📈
We monetize across banks, employers, enterprises, and partners.
The result
• More resilient revenue
• Better pricing power
• Lower concentration risk
#VentureCapital #FintechStrategy #SaaSBusiness #PlatformEconomics #B2BFintech #StartupInvesting
January 11, 2026 at 12:15 AM
Financial wellness is broken⚠️
Ecosystem models scale 📈
We monetize across banks, employers, enterprises, and partners.
The result
• More resilient revenue
• Better pricing power
• Lower concentration risk
#VentureCapital #FintechStrategy #SaaSBusiness #PlatformEconomics #B2BFintech #StartupInvesting
Ecosystem models scale 📈
We monetize across banks, employers, enterprises, and partners.
The result
• More resilient revenue
• Better pricing power
• Lower concentration risk
#VentureCapital #FintechStrategy #SaaSBusiness #PlatformEconomics #B2BFintech #StartupInvesting
"Reputation Farming" by Nan, Xu & Tan models freelancers’ bidding trade-offs, showing only 12% are forward-looking but tend to bid more aggressively. Platform policies like certification fees could boost revenue by 90%. spkl.io/63325Ab67x #LaborMarkets #PlatformEconomics
November 9, 2025 at 2:00 PM
"Reputation Farming" by Nan, Xu & Tan models freelancers’ bidding trade-offs, showing only 12% are forward-looking but tend to bid more aggressively. Platform policies like certification fees could boost revenue by 90%. spkl.io/63325Ab67x #LaborMarkets #PlatformEconomics
Amazing turnout @BUQuestrom for the #platformeconomics Symposium!! @InfoEcon @g2parker Feng Zhu
November 30, 2024 at 4:13 PM
Amazing turnout @BUQuestrom for the #platformeconomics Symposium!! @InfoEcon @g2parker Feng Zhu
Marshall Van Alstyne @InfoEcon welcoming the attendees to kick off the #platformeconomics symposium @BUQuestrom !!
November 30, 2024 at 4:13 PM
Marshall Van Alstyne @InfoEcon welcoming the attendees to kick off the #platformeconomics symposium @BUQuestrom !!