Our times?! [Why Software Is Eating the World by Marc Andreessen](https://a16z.com/2011/08/20/why-software-is-eating-the-world/)

- [Business Model Meta-Models](https://diff.substack.com/p/business-model-meta-models)

> The godfather of mental models for businesses is return on investment versus cost of capital
> That loop explains usage, but not monetization. But monetizing ads on an auction-based platform has loops, too.
> The supply chain model is powerful because supply chains, for complicated reasons, tend to have alternating layers of commodity and monopoly.
> **Company as an options trade**
> A multiparty negotiation between labor, capital, management, shareholders, government

[Friction](https://stratechery.com/2013/friction/)
[Markets Are Eating The World](https://www.ribbonfarm.com/2019/02/28/markets-are-eating-the-world/) February 28, 2019 By Taylor Pearson


BIG COMPANIES innovate with new technologies. Example - Google - quantum computing
**SMALL COMPANIES innovate with business models**. Example - ? - marginal zero costs and specific bundling. [Compare reality with journalist's cheer-leading in 2009?](https://knowen-production.s3.amazonaws.com/uploads/attachment/file/4643/small%2Bcompanies.pdf) ... from Gref's remark

## Aggregation and bundling

- https://stratechery.com/concepts/

https://stratechery.com/2020/how-tech-can-build/
https://stratechery.com/2015/aggregation-theory/
[Defining Aggregators](https://stratechery.com/2017/defining-aggregators/) by Ben Thompson 2017

- [how-bundling-benefits-sellers-and-buyers](http://cdixon.org/2012/07/08/how-bundling-benefits-sellers-and-buyers/)

[How to Succeed in Business by Bundling – and Unbundling](https://knowen-production.s3.amazonaws.com/uploads/attachment/file/3845/unbundling.pdf)

- [Business Model Generation](https://www.skipr.nl/content/uploads/business_model_generation_summary.pdf)

[Betting on Things That Never Change](https://www.collaborativefund.com/blog/betting-on-things-that-never-change/) Jul 20, 2017 by Morgan Housel

## Entrepreneurship

- [Entrepreneurship as a science of the artificial](https://knowen-production.s3.amazonaws.com/uploads/attachment/file/1742/Entrepreneurship%2Bas%2Ba%2Bscience%2Bof%2Bthe%2Bartificial.pdf) based on conversations with Herbert Simon

- [Difference between enterprenuers and bankers](https://s3.amazonaws.com/knowen-production/big_attachments/7da550d70539928d9a12171884252abe/Difference+between+enterprenuers+and+bankers+-+Herbert+Simon.pdf) - Herbert Simon



- [Invisible asymptotes](http://www.eugenewei.com/blog/2018/5/21/invisible-asymptotes)
> By discovering their own limitations early, they are also quicker to discover vectors on which they're personally unbounded. Product development will always be a multi-dimensional problem, often frustratingly so, but the value of reducing that dimensionality often costs so little that it should be more widely employed.

## Disruption

[What Clayton Christensen Got Wrong](https://stratechery.com/2013/clayton-christensen-got-wrong/)