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Discussion (3 Comments)Read Original on HackerNews
Same with Uber, Netflix, Facebook. I don't doubt they've done some great engineering in figuring out how to deal with scale and data analytics, but the value to the users isn't the software. It's the cars, the content catalog, the network of other people. Waymo is an actual tech company. AWS is an actual tech company. Uber is a taxi provider. Netflix is a media distribution company. Facebook is a virtualized third space. I don't mean to denigrate these companies. Malls provide value to both customers and stores. Everyone benefits in terms of discoverability and ease of use having all the stores and all the customers in the same place at the same time. But malls don't write blog posts telling store operators how to run a retail business. Malls are property owners, a fundamentally different business. A quasi-legal hotel operator is a fundamentally different business from a business that actually sells software.