Abstract

Overview:

Since the dot-com revolution in the early 2000s, traditional, vertically integrated firms have attempted to innovate using multi-sided digital platforms, matching customer and supplier groups to resolve the needs of both. These firms’ underlying logic has disrupted traditional business models, enabling them to introduce new and counterintuitive value creation, delivery, and capture configurations. Using Uber and Airbnb, two prominent cases of multi-sided platforms, we present an overview of the dynamics governing value mechanisms within a platform through the theoretical lens of the business model. Multi-sided business models undergo three evolutionary phases: they solve the market friction; they exploit the critical mass they develop; and they unveil and capture new value derived from cocreation based on data. Our study reveals how successful platform providers act as idle asset hunters that can identify and leverage untapped assets. We propose a framework that helps companies move from a two-sided to a multi-sided platform.

中文翻译：

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闲置资产猎人—多平台平台的秘密

摘要

概述：

自2000年代初期的互联网泡沫大革命以来，传统的垂直整合公司已尝试使用多面数字平台进行创新，以匹配客户和供应商群体来解决两者的需求。这些公司的基本逻辑破坏了传统的业务模型，使他们能够引入新的和违反直觉的价值创造，交付和获取配置。通过使用Uber和Airbnb这两个多边平台的突出案例，我们通过商业模型的理论视角概述了平台内支配价值机制的动态。多元化的商业模式经历了三个发展阶段：解决市场摩擦；他们利用自己发展的临界质量；他们揭示并捕捉了基于数据的种植带来的新价值。可以识别和利用未开发资产的闲置资产猎人。我们提出了一个框架，可以帮助公司从双面平台过渡到双面平台。