You could do a lot worse than reading all of Ben Thompson's core articles on Stratechery: https://stratechery.com/concepts/ https://stratechery.com/concepts/

You could do a lot worse than reading all of Ben Thompson's core articles on Stratechery: https://stratechery.com/concepts/ https://stratechery.com/concepts/ I've found his Aggregation Theory to be a very useful lens to understand the largest tech companies. Arguably this particular theory isn't as useful if you're trying to find a niche to start your own company, but he explains a lot of his working in a way that I feel is transferrable/generalizable.