Topic hub
Platform Business Models.
Two-sided marketplaces have a structural pathology nobody at the analyst level wants to name: multi-homing. These pieces work through the platform-economics problems that look like product problems and turn out to be business-model problems, including the daily-commute opportunity OBTs are missing.
2 pieces in this hub
The Multi-Homing Trap
Business ModelsMobility-as-a-Service business model analysis: why ride-hailing platforms multi-home, what actually fixed Uber's economics, and the two opposite bets for 2026.
The Ground Transport Blind Spot
Product LeadershipWhy corporate travel platforms that solve only ground transport are missing the bigger opportunity, and how unified mobility, including the daily commute, creates switching costs at the employee level.