That's my entire comment about. The Gates line made sense when platforms brought infrastructure. It doesn't when the platform is less about infrastructure and m

That's my entire comment about. The Gates line made sense when platforms brought infrastructure. It doesn't when the platform is less about infrastructure and more about providing an audience for the services built on top to succeed. To clarify, maybe these comparisons are not justified when we're comparing different kinds of platforms altogether. Infrastructure platforms still exist, like AWS and Azure. The solution is likely classifying—in Ben's terms— 'aggregators' into an entirely different bucket called data platforms. When dealing with infra platforms, the value providers build things on top of the platform and that's where the relationship ends. If company A works on AWS and makes $X MM a year, it could still make the same $X MM if it is built on Azure (all infra costs being the same). Whereas, a content creator can produce the same video and would make less money by hosting on Facebook as compared to hosting it on YouTube. The platform has a direct impact on commercializing the content/value/whatchamacallit.