TLDR Founders · HEADLINES & TRENDS
DISTRIBUTION IS KING
Summary from the TLDR Founders newsletter
Long-term enterprise value for companies is primarily driven by having a differentiated way of distributing great products to customers, rather than just creating innovative content. This article illustrates this point using examples from the video game industry, showing how companies that innovated in distribution, such as Activision, Electronic Arts, and Valve's Steam platform, were able to capture significant market share and profits despite competition.