Metcalfe's Law: Why Second Place Is So Much Worse Than Second
Ten times the users gives roughly a hundred times the possible connections. The exact formula overstates things — the underlying point about compounding leads does not.
Topic
Consumer Apps
Two-Sided Markets: The Shopping Centre With No Shops
Retailers won't join without shoppers; shoppers won't come without retailers. Both are right to wait — and how you break that deadlock defines every marketplace business ever built.
Network Effects: The Only Moat That Deepens While You Sleep
A lone fax machine was a paperweight. The machines never improved — the network did. That distinction separates genuine network effects from the many businesses that merely have a lot of customers.
Big Tech: The Companies That Own the Starting Point
None of these companies owns most of what it sells. They own the place people begin — and that turned out to be the most valuable position in the economy.
Consumer Apps: Everything Is Decided at the Second Use
The graveyard is full of competent products people opened once. Downloads measure marketing; the second visit measures whether anything was actually solved.
Business Models: What Would You Give Up to Earn More?
How the money arrives is the least interesting part. Every model has a lever for growing revenue and a cost attached to pulling it — and where that cost falls predicts behaviour under pressure.
Social Media: A Feed Is a Decision, Not a Pipe
Early networks showed you what your contacts posted, in order. A modern feed is a ranked selection made on your behalf — and what it optimises for explains most of the arguments about it.
India Tech: Reach Is Abundant, Revenue Per User Is Not
The market is usually described by its size, which leads to the wrong conclusion. Its shape matters more — and a product built for high willingness to pay does not become an India product by discounting it.