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Platform Economics

Everything we've published tagged platform-economics.

The Trillion-Dollar Business Hiding Inside Your iPhone
AAPLTSMMSFT

The Trillion-Dollar Business Hiding Inside Your iPhone

Apple's services arm is now so profitable it could stand alone as one of the world's most valuable tech companies — and most investors still price Apple like a gadget maker.

Apr 13, 2026apple
Spotify Isn't a Music App Anymore — And That Changes Everything
SPOTAAPLAMZN

Spotify Isn't a Music App Anymore — And That Changes Everything

The quiet shift from music jukebox to global audio platform is rewriting Spotify's economics, and most investors haven't caught up.

Apr 13, 2026spotify
The regulation that's secretly helping Airbnb win Europe
ABNBBKNGMAR

The regulation that's secretly helping Airbnb win Europe

European cities keep tightening short-term rental rules — and Airbnb keeps getting stronger because of them, not despite them.

Apr 11, 2026airbnb