Value Investing with Legends

Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms


Listen Later

In today's discussion, Jonathan Knee, a distinguished advisor at Evercore Partners and Professor of Professional Practice of Media and Technology at Columbia Business School, explores the themes of his influential work, "The Platform Delusion." Jonathan's insights stem from a rich career in both the banking and academic sectors, bringing a nuanced perspective on digital versus analog platforms, competitive strategies, and the evolving landscape of technological advancements. The conversation uncovers the myths surrounding platform businesses and their impact on the economic principles that govern market dynamics. Jonathan also discusses the implications of regulatory frameworks and their intersection with business strategies in shaping industries and so much more!

 

 

Key Topics:

  • Jonathan Knee's background and expertise in media and technology (01:40)
  • The initial impetus behind writing "The Platform Delusion" and the misconceptions it addresses (13:14)
  • Definitions and the real economic underpinnings of platform businesses (17:52)
  • Competitive advantages and the robustness of network effects in digital platforms (35:02)
  • Exploring the sustainability of various business models within tech giants like Meta and Google against emerging technologies (44:51)
  • Insights into the strategic decisions that have fortified Apple's market position over the years (48:38)
  • The impact of generative AI on existing business ecosystems and future market trends (55:36)
  • Societal and technological transformations influencing today's business environment (58:55)
  • Jonathan’s book recommendations (01:01:30)
  • And much more!

 

Mentioned in this Episode:

 

  • Evercore Partners
  • Columbia Business School
  • The Platform Delusion by Jonathan Knee
  • Small Things Like These by Claire Keegan

 

 

Thanks for Listening!

 

Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at [email protected].

 

Follow the Heilbrunn Center on social media on Instagram, LinkedIn, and more!

...more
View all episodesView all episodes
Download on the App Store

Value Investing with LegendsBy Columbia Business School

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

195 ratings


More shows like Value Investing with Legends

View all
Masters in Business by Bloomberg

Masters in Business

2,162 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,375 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

926 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,329 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

787 Listeners

Focused Compounding by Andrew Kuhn and Geoff Gannon

Focused Compounding

272 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

303 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

89 Listeners

Chai with Pabrai by Mohnish Pabrai

Chai with Pabrai

72 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

374 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

100 Listeners

The Business Brew by Bill Brewster

The Business Brew

244 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

337 Listeners

Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

Behind the Balance Sheet

43 Listeners

Joys of Compounding by Colossus | Investing & Business Podcasts

Joys of Compounding

91 Listeners