Steve Yegge is hella smart, and I've spent many hours digging into his recent work on GasTown and Beads, but he needs to read up on business strategy.

I'd recommend starting with Stratechery's articles on on Platforms and Aggregators[0], and a semester long course on Porter's Five Forces[1].

[0]https://stratechery.com/2019/shopify-and-the-power-of-platfo...

[1]https://en.wikipedia.org/wiki/Porter%27s_five_forces_analysi...