The Myth of The Infrastructure Phase

https://www.usv.com/blog/the-myth-of-the-infrastructure-phase?utm_campaign=Hung%20Lee&utm_medium=email&utm_source=Revue%20newsletter
ECONOMY
Issue #105
23 Apr 2020
Outstanding brainfood on the relationship between apps vs platform. Which comes first, and what phase are we currently in? Counter intuitive essay from Union Square Ventures analysts Dani Grant and Nick Grant. Must read for anyone who wants to lift their head up and see the big picture.