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TS

Tech strategy and platform economics

This niche holds books on how technology businesses compete and make money: disruption, platforms and network effects, e-commerce, telecom, the dot-com bubble, intellectual property and the gig economy.

93 books on Tech strategy and platform economics, 4 of them tier 1, recommended by 48 people including Mohnish Pabrai and Reid Hoffman.

93 books · 53 experts

Start here

  1. The Innovator's DilemmaClayton Christensen, 1997
  2. Information RulesCarl Shapiro, Hal R. Varian, 1998
  3. MatchmakersDavid S. Evans, Richard Schmalensee, 2016
  4. Platform RevolutionGeoffrey G. Parker, Marshall W. Van Alstyne, Sangeet Paul Choudary, 2016
  5. The Gorilla GameGeoffrey A. Moore, Paul Johnson, Tom Kippola, 1998

The best books on Tech strategy and platform economics 93

Clayton Christensen · 1997
Open Library unreachable this run; title not machine-verified.
“Awesome book. May move soon to my Top Ten List. If anything will keep CEOs awake at night, reading this book certainly will.”Mohnish Pabrai
Carl Shapiro, Hal R. Varian · 1998
Lock-in, switching costs and versioning; still the sharpest account of information economics.
David S. Evans, Richard Schmalensee · 2016
The economics of multi-sided markets, from village markets to card networks.
Geoffrey G. Parker, Marshall W. Van Alstyne, Sangeet Paul Choudary · 2016
The standard text on network effects, governance and platform pricing.
“Parker, Van Alstyne, and Choudary lay out the economics of two-sided platforms — the same structural logic underpinning LinkedIn. Hoffman has pointed to platform dynamics as underappreciated by founders who think of their product as a service rather than an infrastructure layer.”Reid Hoffman
Recommended byReid Hoffman
Geoffrey A. Moore, Paul Johnson, Tom Kippola · 1998
Technology growth investing framed around platform winners; a period piece worth reading as one.
Carliss Y. Baldwin, Kim B. Clark · 1999
The modularity theory that makes contract manufacturing possible at all.
Kevin G. Rivette, David Kline · 1999
The book that turned dormant patent portfolios into a revenue line.
Geoffrey A. Moore · 2000
Managing shareholder value through technology discontinuities
“Moore's forthcoming book, Living on the Fault Line... is terrific and highly recommended.”Michael Mauboussin
Recommended byMichael Mauboussin
John Cassidy · 2002
The bubble that made and unmade Yahoo's valuation.
Annabelle Gawer, Michael A. Cusumano · 2002
Intel, Microsoft, Cisco and the levers a platform owner pulls on its ecosystem.
Adam B. Jaffe, Josh Lerner · 2004
How the patent system drifted from incentive to tax.
David S. Evans, Andrei Hagiu, Richard Schmalensee · 2006
Software platforms as the multi-sided engines under other industries.
Chris Anderson · 2006
Why unlimited shelf space moves demand into the tail
Dan Breznitz · 2007
Compares Israel, Taiwan and Ireland; the serious analysis behind Start-Up Nation.
Nicholas G. Carr · 2008
Computing as a utility; the argument that anticipated the cloud model.
Recommended byMarc Benioff
T2 Free
Chris Anderson · 2009
Cross-subsidy and zero marginal cost; the popular case for free tiers.
Tim Wu · 2010
How communications industries consolidate; frames cable's regulatory position.
Susan P. Crawford · 2013
Built around the Comcast-NBCUniversal deal and broadband monopoly.
Stephen Witt · 2015
How the MP3 destroyed recorded-music revenue and set up the streaming rebuild.
Mary L. Gray, Siddharth Suri · 2019
The hidden on-demand labour that makes automated services work.
Michael A. Cusumano, Annabelle Gawer, David B. Yoffie · 2019
Innovation platforms versus transaction platforms, and why most fail.
Andrew Chen · 2021
Free tiers used as the tool for reaching network critical mass.
“Andrew Chen's detailed study of network effects — how to get them started, what kills them, and how they evolve at scale. Closely aligned with Hoffman's own frameworks on network bootstrapping and the cold-start dilemma LinkedIn itself faced in 2003.”Reid Hoffman
Recommended byReid Hoffman
Anthony B. Perkins, Michael C. Perkins · 1999
Written before the crash, naming Yahoo among the overvalued.
Jeremy Rifkin · 2000
Early and prescient case that access would displace ownership.
Peter Drahos, John Braithwaite · 2002
How TRIPS globalised the IP rent model.
Om Malik · 2003
The telecom capex bubble, with Ebbers and WorldCom at its centre.
Recommended byMatt Mullenweg
Don Tapscott, Anthony D. Williams · 2006
Recommended byRyan Holiday
James Bessen, Michael J. Meurer · 2008
Evidence that patents work poorly as property; the IP-as-asset skeptic case.
Marshall Phelps, David Kline · 2009
Microsoft's IP chief on rebuilding a licensing business from litigation.
Joe Weinman · 2012
The maths of pay-per-use versus owned capacity.
Eric Benjamin Seufert · 2013
The arithmetic of conversion rates, whales and lifetime value.
Sangeet Paul Choudary · 2015
Designing the interaction that a platform is actually built around.
Tom Slee · 2015
The critical case: platform power, housing supply and regulatory arbitrage.
Alex Moazed, Nicholas L. Johnson · 2016
Practitioner account of how platform businesses capture a transaction.
Michael D. Smith, Rahul Telang · 2016
Data economics of the shift from studios to streamers.
Aaron Perzanowski, Jason Schultz · 2016
What licensing instead of selling does to the buyer.
Arun Sundararajan · 2016
Economics of trust and matching that make marketplaces like Airbnb work.
Nathan Schneider · 2018
Platform co-operativism and the revival of member ownership.
Susan P. Crawford · 2018
The broadband infrastructure argument against incumbent cable operators.
Sarah Kessler · 2018
The gig-work model Uber's unit economics depend on.
Jeremias Prassl · 2018
Legal analysis of classification, the model's load-bearing assumption.
David Rosenberg · 2018
The sceptical case: the tech sector is an enclave, not an economy.
George Gilder · 2018
The case that blockchain architectures displace the centralised web
Recommended byPeter Thiel
Alex Rosenblat · 2018
Field research on algorithmic management of drivers.
Tim Hwang · 2020
The case that programmatic advertising is a mispriced market.
Rebecca Giblin, Cory Doctorow · 2022
How intermediaries capture creative-work rents; the bear case for creators.
Rob Walling, Jason Cohen · 2022
Bootstrapped SaaS economics: pricing, churn, plateau.
Stanley M. Davis · 1987
Recommended byMohnish Pabrai
Robert A. Burgelman, Modesto A. Maidique, Steven C. Wheelwright · 1988
Recommended byMohnish Pabrai
Stan Davis, Bill Davidson · 1991
Recommended byMohnish Pabrai
Regis McKenna · 1991
Recommended byMohnish Pabrai
John Hagel III, Arthur G. Armstrong · 1997
Recommended byMohnish Pabrai
Patricia B. Seybold · 1998
Recommended byMohnish Pabrai
John Hagel III, Marc Singer · 1999
Recommended byMohnish Pabrai
George Gilder · 2000
Bandwidth-abundance thesis; useful as a period document of the bubble.
“Perhaps the best book on the topic is Carlota Perez, Technological Revolutions and Financial Capital”Michael Mauboussin
Jeff Howe · 2008
Recommended byMarc Benioff
Adam L. Penenberg · 2009
Brian Solis · 2010
Recommended byTony Hsieh
Kevin Werbach, Dan Hunter · 2012
Recommended byNir Eyal
Avi Jorisch · 2018
Case studies of Israeli technologies and how they were commercialised.
Ramon Lobato · 2019
The geography and licensing constraints of global streaming.
Matthias Schrader, Volker Martens
Recommended byDavid Hellmann
Cory Doctorow
Recommended byBrad Feld
Ken J. Sousa, Effy Oz
Recommended byRyan Hoover
Chris Dixon
Recommended byBrian Armstrong
Mohan Sawhney
Recommended byMohnish Pabrai
Eric Enge et al.
Recommended byTony Hsieh
Rick Levine et al.
Recommended byEv Williams
Nicholas Lovell
Recommended byBrad FeldMatej Latin
Matthias Schrader
Recommended byDavid Hellmann

Experts 53

The people who wrote this page's books, and the people who recommend them.

Authors 8

Don Tapscottwrote 4 books here
CA
Chris Andersonwrote 2 books here
GA
Geoffrey A. Moorewrote 2 books here
Clayton Christensenwrote 1 book here
AC
Andrew Chenwrote 1 book here
Bill Gateswrote 1 book hereChris Dixonwrote 1 book hereGary Vaynerchukwrote 1 book here

Recommenders 48

MP
Mohnish Pabrairecommends 25 books here
Marc Benioffrecommends 3 books hereReid Hoffmanrecommends 3 books hereEv Williamsrecommends 3 books herePatrick Collisonrecommends 3 books here
RH
Ryan Hooverrecommends 3 books here
Tony Hsiehrecommends 3 books here
JC
Jim Collinsrecommends 2 books here
MM
Michael Mauboussinrecommends 2 books here
Brad Feldrecommends 2 books here
AC
Andrew Chenrecommends 2 books here
DH
David Hellmannrecommends 2 books here
Show all 48
See all 53 in the Experts tab →

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