[HN Gopher] An Economy of Overfed Middlemen
       ___________________________________________________________________
        
       An Economy of Overfed Middlemen
        
       Author : connor11528
       Score  : 155 points
       Date   : 2022-07-25 15:04 UTC (7 hours ago)
        
 (HTM) web link (mattstoller.substack.com)
 (TXT) w3m dump (mattstoller.substack.com)
        
       | fleddr wrote:
       | "The text of the Sherman Act bars 'monopolization,' so to write
       | that one is trying to build firms that can 'monopolize' is, well,
       | remarkable."
       | 
       | Perhaps remarkable to say it out loud, but other than that not
       | remarkable at all and totally logical.
       | 
       | Any company in a free market is incentivized to combat their
       | number one threat: competition. You can combat competition with a
       | good product, but also more hostile methods like outgrowing,
       | acquisitions, patents, lobbying, cartels, etc. Competition is an
       | existential threat so the incentives are very strong. Being the
       | only one playing nicely means your business is dead.
       | 
       | Monopolization in tech is even more incentivized as it's often
       | trivial for competition to copy your approach/product. So "good
       | product" just doesn't cut it.
       | 
       | The only remarkable thing is an almost complete lack of
       | regulation, Sherman act or not. The article is full of examples
       | of monopolies that should not exist. But they do exist.
       | Regulation is non-existing or 10 years late.
        
       | powvans wrote:
       | This article feels like a poor retread of what Ben Thompson has
       | been writing [0] and podcasting [1] about for at least the last 5
       | years. Even the rough sketch diagrams feel like a poor copy of
       | what Ben does at Stratechery. The conclusion that "if we just...
       | <do something>" is vague, reductionist, and hand wavy. These
       | aren't simple problems and the old antitrust tools weren't
       | designed for monopolists who focus on the demand side rather than
       | the supply side.
       | 
       | [0] https://stratechery.com/aggregation-theory/
       | 
       | [1] https://exponent.fm/
        
       | Centigonal wrote:
       | Everyone from Sam Altman to Peter Thiel has been talking about
       | this for years. Capitalists are very straightforward about this -
       | if you want to capture value, find a way to plant your flag in
       | some emerging market and get a monopoly on one or more parts of
       | the value chain. Marketplace operators are especially attractive
       | to investors, because the financials are really pretty - the
       | marketplace provider doesn't own significant assets, only pays
       | for marketplace development costs and sales/marketing, and yet it
       | can levy a tax on a potentially very large market.
       | 
       | Uber, Lyft, Etsy, Doordash, Postmates, Shopify, Spotify, Yelp,
       | Datarade, G2, Capterra, Turo - all are marketplace providers.
       | They don't _make a thing._ they make the thing that lets a much
       | larger class of thing-makers get in touch with the thing-buyers.
       | 
       | The fervor for marketplace providers has gotten so intense that
       | we're seeing more and more niche businesses get funded, e.g.
       | https://swimply.com/
       | 
       | Edit: ... and don't get me started on how companies (ab)use the
       | 1099 designation to turn traditionally asset-heavy businesses
       | into marketplace providers, generating a lot of paper value while
       | not really innovating in terms of how the service is actually
       | rendered. Looking at you, Arise!
        
         | vsareto wrote:
         | They do some organizing of information via their apps, which
         | has a tangible user experience (plus the apps themselves are
         | definitely a thing they built). Building a good marketplace is
         | also no small feat.
         | 
         | In concept, they are all useful abstractions over the worst
         | case scenario: individuals only finding and talking with other
         | individuals to get goods or services. In practice, there are
         | definitely abuses which come down to ineffective regulation.
        
           | pydry wrote:
           | >Building a good marketplace is also no small feat.
           | 
           | Nope, but it's lavishly overcompensated and starved of
           | competition for the markets who manage to get the network
           | effect going.
           | 
           | There is no really effective regulation to ameliorate this
           | effect either.
           | 
           | Wouldnt need much though. If, say, e.g. airbnb simply werent
           | able to enforce parts of their ToS around scraping/contacting
           | users then it would make the market vastly less
           | dysfunctional.
        
           | Centigonal wrote:
           | Not saying what they're doing isn't challenging or valuable.
           | Like pydry said, it's a business model with a cost/benefit
           | asymmetry - if it succeeds, you get a nice little monopoly
           | that's difficult to disrupt. That makes it attractive to
           | investors and very sticky, which means we'll see more and
           | more of them pop up unless something changes.
        
         | akudha wrote:
         | Capterra? Is that site really that useful practically?
        
         | clairity wrote:
         | > "Everyone...Peter Thiel..."
         | 
         | no, not this fake thought leader. business school literally
         | teaches cornering markets (in strategy, but also marketing),
         | and has for decades before those guys were even born. they
         | literally recycled this information and presented it as if they
         | were geniuses who came up with this miraculous approach all by
         | themselves.
        
           | Centigonal wrote:
           | He's just the guy I heard say it. Unfortunately, John
           | Rockefeller's estate and HBS don't put as much effort into
           | marketing to startuppy-minded millenials in software like
           | myself.
           | 
           | Not trying to endorse Peter Thiel's opinions or those of or
           | anyone else in that mileau. I'm saying the folks funding all
           | the tech companies have been using this playbook for decades.
        
             | clairity wrote:
             | and that's why i commented. thiel is an idle opportunist,
             | not an innovator or thought leader, and should be
             | disregarded in such confines.
        
               | int_19h wrote:
               | Thiel didn't claim to have invented this strategy. The
               | reason why people associate him with monopolies is
               | because he claimed that they're better _for the
               | consumers_. And he wasn 't the first to make that
               | argument, either - it's straight from Bork's "The
               | Antitrust Paradox" - Thiel just happened to be the most
               | prominent "big tech" voice who openly embraced this
               | notion.
        
               | clairity wrote:
               | he was one of the few because the idea that monopolies
               | were good for consumers is about a 5th grader's level of
               | thinking. in a perfect world where monopolies serve a
               | single, narrow segment, don't overreach into adjacent
               | markets or sociopolitics, and there's no general
               | uncertainty or strife, you might argue they'd be a more
               | efficient than multiple market participants, but we live
               | in a dynamic and ever-changing world where that kind of
               | thinking is laughably simplistic. monopolists can't
               | resist distorting markets for their own benefit.
        
       | softwaredoug wrote:
       | The problem is users don't necessarily want a fractured market.
       | It's convenient to have one vendor. In the short term, customers
       | value the simplicity of having just one search engine or
       | e-commerce experience. They don't think about the long term harms
       | to them / the economy.
        
         | clairity wrote:
         | customers don't all want the same single vendor though, as we
         | have varying needs (outside of true commodities).
        
           | bediger4000 wrote:
           | Yeah. Tell that to Microsoft
        
         | asdff wrote:
         | Specialized vendors usually deliver better products than
         | generalist vendors though because its simply harder to have
         | expertise in all domains than a fewer number.
        
           | flappyeagle wrote:
           | computers change that to a large degree - your youtube is
           | different than my youtube... but it's all youtube.
        
       | bediger4000 wrote:
       | If we didn't da anything about Microsoft ca 2000, we absolutely
       | can't do anything about what Stoller writes about.
       | 
       | Do we even know what Stoller's funding is? Propa... Material like
       | this appeared around 1996 and continued to surface all through
       | the Microsoft trial
        
         | babyshake wrote:
         | It would be quite ironic if Microsoft was funding "Google is a
         | monopoly" research.
        
           | bediger4000 wrote:
           | But not out of character, or out of the question.
        
       | [deleted]
        
       | semanticjudo wrote:
       | Brokers (what the author calls "middlemen") have existed for ages
       | and served all sorts of purposes in all sorts of economic
       | activities. They serve a specific and valuable function in the
       | economy.
       | 
       | The author muddles the point by bringing this into the equation.
       | The core, valid issue raised is monopoly power. Which will
       | naturally be the end goal of any enterprise. It is governments
       | job to bring reasonable power to bear to prevent monopolies. Ours
       | is failing to do this due to crony capitalism - all of the
       | benefits both sides of the political aisle reap by maintaining
       | the status quo.
        
         | effingwewt wrote:
        
         | taffronaut wrote:
         | I respectfully disagree. Brokers are a subset of middlemen. In
         | many industries the role of a broker is well-defined and often
         | regulated. A middleman can be a broker, an agent, a
         | facilitator, price comparison site, wholesaler or any other
         | intermediary mechanism. For organisations which seek to own all
         | aspects of the intermediary space, and with a generally opaque
         | representation of benefit to both suppliers and clients, the
         | use of the term middleman seems more appropriate.
        
       | AtlasBarfed wrote:
       | Almost all markets are now monopoly, duopoly, or cartel. Has been
       | for a while.
       | 
       | It's gigantic detriment to innovation, unemployment, wage
       | suppression, prices.
       | 
       | The end state of unregulated real world free markets is monopoly,
       | because of the ability to establish market barriers, extract
       | subsidies, state-level actor manipulation, dumping.
       | 
       | Antitrust is dead in the US. Cartel economics is part of the
       | oligarchical political control and the formalized power base of
       | the rich.
       | 
       | And economists and economics were puppeted on TV, think tanks,
       | parroting the free market religion to enable this.
       | 
       | And as part of this, we couldn't do anything (and still can't)
       | about global warming. This will possibly doom us as a
       | civilization.
        
       | edmcnulty101 wrote:
       | One thing we have to ask is the monopolization the problem??
       | 
       | Do we want to break monopoly up in favor of a bunch of possibly
       | shittier products?
       | 
       | The real problem It's not the monopoly it's the Monopoly tax.
        
         | biorach wrote:
         | There's a large body of economic literature arguing that
         | competition breeds efficiency and better service. Granted it's
         | only starting to grapple with the question of how to regulate
         | the new economy - c.f. Lina Khan's paper on Amazon which made
         | quite an impression [1]
         | 
         | So it's not clear that breaking up a digital marketplace
         | monopoly would result in shittier products, tho I agree that
         | the theory is less clear cut than in the case of more
         | traditional businesses.
         | 
         | [1]
         | https://web.archive.org/web/20170405144903/http://www.yalela...
        
           | kqr wrote:
           | This is one of those weird things where _in principle_ , a
           | monopoly should be both interested in providing the best
           | possible service (to keep their position indefinitely, even
           | through technology shifts), and in a unique position to
           | invest in research to make it so (under competition, it's
           | harder to invest in research.)
           | 
           | In practise, that's not what happens.
        
             | arrosenberg wrote:
             | That's not even true in principle. A monopoly's interest is
             | in moatbuilding and maintaining their monopoly. If service
             | and research achieve that, then fine, but if they don't
             | that's also fine.
        
             | igorkraw wrote:
             | Why would a monopoly be interested in providing the near
             | possible service? They can simply lobby to make upstarts
             | impossible, or buy them, or bleed them dry with localised
             | dumping prices, or steal all of their best ideas given they
             | have more resources. All of these have much higher margins.
             | 
             | It's not a "weird thing" it's the inherent reason why anti
             | trust laws and regulations are required for _efficient_
             | markets, and why rent seekers always argue for _free_
             | markets
        
         | pessimizer wrote:
         | > One thing we have to ask is the monopolization the problem??
         | 
         | It's a good point. My problem with monopolies is that they
         | minimize risk and maximize reward, basically becoming a tax
         | authority. Once you become a monopoly, you should graduate to
         | nationalization.
        
         | akira2501 wrote:
         | What this viewpoint always misses is the labor market. That's a
         | real market with real consequences, and when monopolies roll up
         | entire industries, that's market power that gets used _against_
         | workers and their wages.
         | 
         | I don't think it's worth ignoring that or the loss in real
         | innovations in the name of being deferential to established
         | business and the imagined value of the quality products they
         | create.
        
         | danaris wrote:
         | It doesn't matter how good at what they do a particular company
         | is; we still don't let them take over everything.
         | 
         | If we were to be organizing our economy based on what is
         | maximally efficient, it would be much more effective to do so
         | with the government in charge...but somehow, the people who
         | talk about letting one efficient company take over everything
         | never seem to think that letting the government do the same
         | thing, but without taking massive profits, would be good.
        
         | eli_gottlieb wrote:
         | If a monopolist is efficient, then nationalization is
         | efficient. Break them up or seize them.
        
           | domador wrote:
           | Not all monopolists are equally efficient at managing their
           | monopolies. Especially monopolies that can bail themselves
           | out by forcing people to subsidize their losses.
        
             | eli_gottlieb wrote:
             | I agree, but I'm also making a point: a truly _natural_
             | monopoly, one created by circumstances or structural
             | factors, doesn 't really require a monopolist, per se. This
             | has been the traditional argument for state ownership or
             | heavy regulation of utility companies, for instance.
        
             | [deleted]
        
           | AnimalMuppet wrote:
           | That does not follow. "The monopolist can do this
           | efficiently" != "the government can do this efficiently". In
           | particular, the monopolist has given evidence of knowing how
           | to run that operation well. The government has given no such
           | evidence.
           | 
           | I'm not a fan of monopolies, but your position is flawed.
        
             | pessimizer wrote:
             | The monopolist is just some asshole with advisors. If the
             | government can't hire advisors, shut it down, it's
             | pointless.
        
             | anigbrowl wrote:
             | The monopolist isn't a person per se, unless you imagine
             | Jeff Bezos micromanaged every aspect of Amazon.
             | 
             | 'Run well' like 'efficiently' is up for debate. Amazon is
             | efficient because of its distribution model and allegedly
             | because it exploits its workers to some degree. Many labor
             | practices would be incompatible with standards of
             | government employment, for the good reason that government
             | should uphold the very labor standards it extols to the
             | market. So if Amazon's retail distribution were
             | nationalized, either it would run less efficiently or we'd
             | have to admit that it's profitability depends on practices
             | many consider unsavory or unethical.
             | 
             | But let's take ethics out of the equation and suppose you
             | have a highly efficient operation run entirely by robots,
             | which is also a monopoly. In a competitive environment
             | margins should fall within the range of normal profits, but
             | if it's a monopoly then the owner can continue to extract
             | economic rents and you're essentially back to landlordism.
             | In that case there isn't a good argument against
             | nationalization or jacking the marginal tax rate sky high.
        
             | carschno wrote:
             | How do you come to conclude that Organisation A
             | (monopolist) will magically be less good than Organisation
             | A (owned by the state)? If the same organisation is
             | profitable while but state-owned, it could also be an
             | indicator that it's just not operating in a legit way.
             | 
             | Note: I think you've also been confusing government and
             | state, but I assume that was not intentionally.
        
               | AnimalMuppet wrote:
               | > Note: I think you've also been confusing government and
               | state, but I assume that was not intentionally.
               | 
               | Not intentionally, no. Given that the context was
               | nationalization, what in your view is the difference
               | between government and state?
        
               | carschno wrote:
               | Ideally, a government (temporally) "steers" a state,
               | which, again ideally, would be the property of its
               | inhabitants.
        
             | bryanrasmussen wrote:
             | If we go from a generic concept of monopoly as
             | consolidation of power instead of a specific instance of
             | monopoly - this company has consolidated power - then it
             | follows that if consolidation of power is more efficient we
             | should just consolidate power.
             | 
             | But sure, if it's specific instances of consolidation that
             | are more efficient then you are correct, the specific
             | company has shown it can do it efficiently and thus it does
             | not follow that consolidation with the government would be
             | efficient.
             | 
             | but if you have a situation that what determines if a
             | monopoly is efficient is that it is a monopoly and controls
             | its industry then it seems we have just in a round about
             | way gotten back to any consolidation of power is efficient
             | and the government should do it. Unless you can show
             | inefficient consolidation of power that is inefficient in
             | some way other than by losing the power then it seems the
             | argument for nationalization is back on.
             | 
             | on edit: on the other hand if you can show an inefficient
             | consolidation of power, like consolidation of majority of
             | shopping through one portal that is yet unable to keep
             | counterfeit products out, then it argues that inefficient
             | consolidation of power should be broken up because it's
             | inefficiencies will not be solved as long as the power is
             | consolidated and competition will hopefully help.
        
             | datavirtue wrote:
             | Monopolists are non-representative governments.
        
       | rahimnathwani wrote:
       | Middlemen (e.g. wholesalers and retailers) serve a valuable
       | function.
       | 
       | Imagine each consumer having to maintain relationships with
       | hundreds of factory owners and tens of farmers.
        
         | UweSchmidt wrote:
         | The internet was supposed to clear out all the middlemen. The
         | websites consumers and factories use should be completely
         | commodified and under strong competition, and with lots of
         | innovation, like in the early days.
         | 
         | Very disappointing.
        
           | rahimnathwani wrote:
           | E-commerce isn't just about websites.
           | 
           | If I buy a charging cord from a factory owner, how long
           | before I have it in my hand? And how much will shipping cost?
           | 
           | The fact that I can order a charging cord (or 10 different
           | ones from 10 different manufacturers) and have them delivered
           | tomorrow _is_ innovation.
        
             | UweSchmidt wrote:
             | Market forces on a commodified, non-monopolized playing
             | field should come up with all that innovation and bring us
             | that charging cord faster and cheaper, and/or through a
             | wider variety of curated market places and organic charging
             | cord communities.
        
               | rahimnathwani wrote:
               | "organic charging cord communities"
               | 
               | I honestly cannot tell whether you're joking.
        
         | jollyllama wrote:
         | >Imagine each consumer having to maintain relationships with
         | ... tens of farmers
         | 
         | Farmers' markets are great.
        
           | dominotw wrote:
           | here in chicago most of them aren't even farmers. They are
           | just middlemen.
        
             | skippyboxedhero wrote:
             | It turns out manufacturing and distribution aren't the same
             | business (food is a perfect example, there are used to be
             | multiple layers of wholesalers, supermarkets took that all
             | away...if you take them away, you get the layers of
             | wholesalers...I will also say, farmer's markets aren't as
             | clean, no-one today knows how unclean food used to be
             | before supermarkets but that is another major reason why
             | they exist).
             | 
             | You would have thought that a former policymaker/lobbyist
             | would have known better than the market...he went to
             | Harvard you known. But it turns out that there is a reason
             | why businesses have been organized this way for the past
             | three centuries.
        
             | jeromegv wrote:
             | Somehow people expect to buy straight from the farmers at
             | the farmers market located in the downtown of a large city,
             | ignoring the fact that the farmers do need to.. farm their
             | land. Traveling with their goods back and forth within the
             | city isn't really an efficient use of their time.
        
               | dominotw wrote:
               | well if its called 'farmers market' then that's the
               | assumption. Should be called 'random market' otherwise.
        
               | rahimnathwani wrote:
               | I grew up near a 'random' fresh produce market called
               | 'Balham market'. It's since been renamed 'Hildreth Street
               | Market' and, according to Time Out, it's "blossoming into
               | a foodie's paradise".
        
           | [deleted]
        
           | jasode wrote:
           | _> Farmers' markets are great._
           | 
           | Fyi if you didn't already know... the farmers' markets are
           | themselves a type of middlemen. (At least every one I've
           | shopped at in the USA.)
           | 
           | The farmers' market rents out the booth spaces to vendors
           | (farmers). It's a real-world "platform" to bring together
           | buyers and sellers. The farmers' cost to rent the space is
           | embedded into the prices the consumers pay.
           | 
           | A true individual relationship with a farmer would be
           | something like driving to Joel Salatin's Polyface Farms and
           | buying broiler chickens directly from him. This bypasses the
           | middlemen of farmers' markets.
        
             | rcoder wrote:
             | We get about 2/3rds of our produce from a CSA (community-
             | supported agriculture) share each week. The farmer drops
             | off a load of whatever's ready to eat that week, and the
             | members show up and take home their portion of what's
             | there.
             | 
             | From a "commercial marketplace" POV, it's basically a
             | farce. There's no security -- it's literally just a folding
             | table full of food on someone's porch with a clipboard to
             | mark that you've taken your share for the week -- and the
             | supply varies with the weather, crop conditions, and even
             | mundane things like "the delivery truck broke down this
             | week; shares will be small and/or late."
             | 
             | And yet: everyone gets fed, the farmer gets paid, and it
             | all ends up being price-competitive with a grocery store
             | (much less a farmer's market).
             | 
             | We also patronize a farmer's market for the "showcase"
             | products that succeed there: big pretty loaves of bread,
             | flats of fruit, etc. It's still cheaper than any high-end
             | grocery store, the shelf life is amazing b/c it hasn't
             | traveled 1000 miles on a truck, and we get to interact
             | directly with the folks who make the food.
             | 
             | The catch -- and it's a big one, in terms of classic
             | microeconomic indicators -- is that we can't get an
             | arbitrary amount of any chosen good at a competitive price
             | right on the spot. Want peaches, but the stall sold out or
             | bugs got this week's share? Sorry; hope cherries are okay
             | this week. Don't like turnips or beets? Well, you might
             | need to trade with someone who does, or find a new way to
             | prepare 'em.
             | 
             | There's also no "economy of scale" to speak of; the largest
             | vendors are probably a couple of bakers who make
             | O(thousands) of loaves per day, or the ranchers and
             | fishermen who show up with coolers full of frozen steaks
             | and fillets (b/c one cow or fishing boat load actually
             | feeds a lot of people).
             | 
             | Oh, and basically every farmer's market is also a localized
             | barter economy. If you watch you can see the vendors
             | roaming between stalls, offering trades and samples with
             | other purveyors. After-hours, there are a _lot_ of boxes of
             | food moving from one stall to another just before the left-
             | overs get loaded back into the truck.
             | 
             | So yes, strictly speaking these are all "marketplaces".
             | It's a far cry though from Amazon swooping in to undercut
             | the successful products on their own platform, or any major
             | store chain selling shelf space to the highest bidder to
             | create -- rather than respond to -- consumer demand.
             | 
             | Obviously it doesn't work for every product or service, but
             | there's definitely a space to accept a little less
             | efficiency in favor of community-level resilience.
        
             | jollyllama wrote:
             | That's true. The farmers' market also acts as a advertising
             | for that kind of direct relationship. Most of the vendors
             | have cards with links or phone numbers where you can
             | arrange that kind of thing, or even deliveries. I'd say the
             | difference is the farmers' market allows for that, whereas
             | at a grocery store I'm usually buying products labelled
             | states away, if they even are from a farmer you could ever
             | buy direct from at all.
        
             | clairity wrote:
             | > "...like driving to Joel Salatin's Polyface Farms and
             | buying broiler chickens directly from him."
             | 
             | reading _omnivore 's dilemma_ when it came out impulsively
             | made me want to do that, but of course the impracticality
             | of that quickly dawned on me. it's similarly why reading a
             | book is a better than going and getting first-hand accounts
             | for all our information. we've created socioeconomic
             | structures for very good reasons, so we shouldn't want to
             | burn them down for the tradeoffs, but rather we should
             | address the negatives directly.
        
           | zwieback wrote:
           | Farmers' markets are great, yes, as entertainment for wealthy
           | consumers with spare time, me being one of those. As a sales
           | channel they are extremely inefficient and all told probably
           | bad for the environment.
        
             | 8note wrote:
             | As a sales mechanism for CSA boxes they aren't too bad
             | 
             | The efficiency is dependent on what you're measuring - food
             | per land area? Food per energy input? Energy output per
             | energy input?
        
               | zwieback wrote:
               | I was thinking of total energy (and maybe something like
               | CO2) per food on the customer's table, including the
               | waste that's produced.
        
           | Veen wrote:
           | But a marketplace is a classic example of a middle man. They
           | facilitate sales between one group (the farmers) and another
           | group (the buyers). The alternative is every buyer visiting
           | every farm they want to make a purchase from. Farmers markets
           | are a useful example of why middlemen often have a valuable
           | role.
        
             | uoaei wrote:
             | Your comment is phrased as if you disagree with a
             | conclusion which I don't believe was posed in the GP.
        
             | jollyllama wrote:
             | I never said they weren't. The takeaway would be middlemen
             | can add different value. In this case the middleman is
             | adding value by opening the door to direct relationships.
             | So it's a gateway. In the case of a supermarket, they're
             | adding something like distribution or logistics.
        
         | anigbrowl wrote:
         | Up to a point, yes. Utility tends to follow a sigmoid curve.
        
         | kqr wrote:
         | Consumers and producers can form cooperatives. They are
         | middlemen, but not overfed ones.
        
           | lotsofpulp wrote:
           | I would struggle to define sub 5% profit margin retailers and
           | wholesalers as overfed.
        
             | asdff wrote:
             | Poor starving Target investors with their stock being up
             | 180% from 5 years ago
        
               | 8note wrote:
               | Are they middle men though? The stocks are basically
               | unrelated to the business being done, unless the value
               | gets so low that the underlying assets are worth more.
        
         | JonShartwell wrote:
         | The only difference between a manufacturer's online store and a
         | retailer's from customer point of view is that the retailer
         | sells multiple brands. I guess maybe there's some value if you
         | want to browse different brands, but if you already know what
         | you want then the middleman is not providing you any benefit at
         | all over the manufacturer's online store.
         | 
         | Brick and mortar is different because they're actually
         | maintaining a space to show the items and bringing them close
         | to you which is a benefit to the buyer.
        
           | rahimnathwani wrote:
           | "Brick and mortar is different"
           | 
           | Not in the ways you describe:
           | 
           | "because they're actually maintaining a space to show the
           | items"
           | 
           | This is similar to Amazon's site browse/search experience.
           | 
           | "and bringing them close to you"
           | 
           | This is similar to Amazon's fulfilment network.
        
         | cwmma wrote:
         | Yeah the point of the article is if you can monopolize that
         | layer you can extract enormous rent, especially if you get
         | yourself exempted from the law against kickbacks which pharmacy
         | middlemen did.
        
           | rahimnathwani wrote:
           | How does Walmart (cited early in the article) fit into this
           | overall narrative?
           | 
           | As a consumer, I feel like Walmart operates in a competitive
           | market. I go to Walmart even less often than I go to Target.
        
             | cwmma wrote:
             | Target and Walmart have lots of control over sellers
             | (technically as a Monopsony), if the don't carry your
             | product, it doesn't get to consumers.
             | 
             | Also you may be lucky to have a choice, there are plenty of
             | places where it's just a Walmart or target.
        
       | paulryanrogers wrote:
       | Sometimes I wonder if 'monopoly' in the US has become a no true
       | Scotsman fallacy. The threshold of direct consumer harm is either
       | so high or evidence requirements so onerous it's as if there is
       | no more Sherman Antitrust Act. The monopolizing doesn't even have
       | to be in a computer or layers of shell companies anymore.
        
         | fleddr wrote:
         | Same for when you read about two large companies merging,
         | pending regulatory approval.
         | 
         | My immediate thought: it's going be allowed. Regulator after 6
         | months: it's allowed.
        
         | wrnr wrote:
         | It is the opinion of the EU Comission that monopolies are ok as
         | long as they do not abuse their power and if they do they get
         | slapped with a fine.
        
         | sylvain_kerkour wrote:
         | The passivity against monopolies has more to do with
         | international competition and the fear of losing world
         | domination.
        
           | CivBase wrote:
           | I think international economic competition has less to do
           | with "world domination" and more to do with
           | 
           | 1) having real international influence without resorting to
           | military action
           | 
           | 2) being resilient against international influence from
           | others
           | 
           | The trillion dollar question is how to effectively keep
           | private businesses in check without sacrificing on those
           | points.
        
           | danaris wrote:
           | Does it? Or does it have more to do with the massive industry
           | capture of politics? Not to mention the right-wing ideology
           | of, effectively, if you can make money doing it, and hide the
           | negative effects from the public at least a little, you're a
           | Real American Hero.
        
             | WalterBright wrote:
             | > and hide the negative effects from the public at least a
             | little, you're a Real American Hero.
             | 
             | Has there ever been a socialist operation (or any other
             | operation) that didn't also do this?
             | 
             | Like, say, Chernobyl?
        
               | pessimizer wrote:
               | Chernobyl wasn't hiding the negative effects of making
               | money.
               | 
               | edit: I think Communism, or at least Soviet communism, is
               | as bad or worse for the environment as capitalism. The
               | difference is that the benefits of Soviet environmental
               | disasters flowed to the nation in general. The benefits
               | under capitalism generally go to fewer people than I
               | could fit in my bathroom.
        
               | WalterBright wrote:
               | Chernobyl hid the fact that the reactor was highly
               | unsafe, because it was too expensive to fix it. So yeah,
               | it was about money. Socialism is not immune to having
               | things require a positive return on investment, and is
               | hardly immune from forces that cause them to hide costs
               | and risks.
               | 
               | As for the benefits of capitalism, it's the only system
               | that has managed to lift millions of poor people into the
               | middle class and beyond.
        
               | 8note wrote:
               | I don't think there's such an easy attribution to
               | capitalism. If anything, it's ignoring property rights
               | when people become richer.
               | 
               | If you consider the settler colonial projects like the
               | USA, the wealth comes from ignoring the property
               | ownership of the indigenous people, and then also the
               | slavery, and the ignoring or intellectual property for
               | inventions and arts.
               | 
               | If you look at Europe, there's the extreme wealth
               | transfer of living and shifting the Indian economy into
               | Europe, along with you know, stealing the world's gold,
               | silver, and other valuables.
               | 
               | For more modern times, you also need to contend with
               | unions and government regulations(including socialist
               | policies), along with more wealth redistribution from
               | things like the GI Bill. The people(and descendents) who
               | benefited from the GI Bill are significantly wealthier
               | than the people who didnt.
               | 
               | Wealth and land redistribution, especially at the expense
               | of poorer people gives a clearer direction for what has
               | lifted people out of poverty.
        
               | WalterBright wrote:
               | What you posted is certainly the prevailing modern
               | opinion. Looking a bit deeper, though:
               | 
               | 1. if wealth comes from owning property, why weren't the
               | indigenous people wealthy?
               | 
               | 2. In South America, the indigenous people were pushed
               | off their land, too. Why did South America remain poor up
               | to the present?
               | 
               | 3. How did Japan become such an incredible economic power
               | despite having little land and no natural resources?
               | 
               | 4. The American slave states were never particularly
               | wealthy, and what wealth there was was erased in the
               | Civil War. Literally burned to the ground. Slavery did
               | not build the wealth in the US.
               | 
               | 5. The GIs _earned_ the benefits from the GI bill. It is
               | not wealth redistribution. They risked everything for
               | yours and my freedoms.
               | 
               | 6. The Spanish indeed took tons of gold & silver from S.
               | America. Do you know what happened? Inflation! The same
               | thing that happened after every gold rush. The reason is
               | simple - gold is not wealth. Gold _represents_ wealth.
        
               | pessimizer wrote:
               | > Chernobyl hid the fact that the reactor was highly
               | unsafe, because it was too expensive to fix it.
               | 
               | And that is bad. But it is different.
               | 
               | > As for the benefits of capitalism, it's the only system
               | that has managed to lift millions of poor people into the
               | middle class and beyond.
               | 
               | That's because capitalists take credit for China. Take
               | China out of it, and capitalism is a no-op.
        
               | jcranmer wrote:
               | So who was responsible for poverty reduction in the
               | nineteenth century?
        
               | WalterBright wrote:
               | > But it is different.
               | 
               | Nope. Even socialism has to run at a net surplus (i.e.
               | profit) because you cannot subsidize _everything_.
        
               | alehlopeh wrote:
               | Look at what the Soviets did to whale populations. I
               | don't think you can argue those benefits flowed to
               | anyone.
        
               | 93po wrote:
               | This is like saying someone choked to death on celery
               | once, therefore celery is just as bad for you as pork fat
        
             | jmeister wrote:
             | There are many progressives who've come around to favouring
             | mega businesses over "mom-and-pop" for: higher wages,
             | stabler jobs, easier enforcement of regulations..
             | 
             | For example: Matt Yglesias
        
               | turns0ut wrote:
               | Especially in the NFT era of rug pulls. Globalization
               | cannot run on fly by night grifters.
               | 
               | Anarcho-syndicalists that argue for workers councils run
               | by experts basically got that but it comes coupled to
               | outdated story of ownership.
               | 
               | In real terms the logistics and infrastructure are
               | determined by experts but with the extra steps of getting
               | validation from financiers who have no experience with
               | the engineering methods, but their name is on some
               | paperwork somewhere saying "they own that".
               | 
               | I am cool with centralization effort to minimize
               | duplication of effort. Not the kowtowing to some
               | financier who lucked into money in the past in unrelated
               | business, picking and choosing what I work on today as an
               | engineer with nearly 30 years experience ranging from
               | hardware design to kernel hacking, onto web app stacks
               | with everyone else.
               | 
               | The ownership story is political double speak and corrupt
               | expropriation of agency; replacing pols has improved
               | economic gains for public and flushed corruption:
               | https://www.nber.org/papers/w29766
        
               | fleddr wrote:
               | True, the most progressive people (largely just optical)
               | work for the largest neoliberal monopolists.
        
               | danaris wrote:
               | I guarantee you, there are plenty of totally real (not
               | just optical), actually-progressive progressives who do
               | not work for neoliberal monopolists.
               | 
               | If the people you have seen spouting what seems like the
               | most progressive rhetoric _do_ work at such places, that
               | doesn 't mean they're representative of all people who
               | believe in progressive ideology.
        
               | specialist wrote:
               | Then it becomes unclear where the state begins and the
               | (mega) corporation(s) begins.
               | 
               | I'm neither for or against this strategy. I only wish,
               | quixotically, the misc belligerents in policy debates
               | would be intellectually honest.
               | 
               | It's ridiculous to use liberation theology terms, eg
               | "freedom markets", when referring to Fortune 500
               | corporations.
        
               | danaris wrote:
               | There are many people who have been steeped in our
               | hypercapitalist society for decades and have simply
               | accepted its premises as valid, regardless of their
               | stated politics as a whole.
               | 
               | It doesn't mean that the source of this ultimately deeply
               | destructive ideology isn't the political right.
        
               | pessimizer wrote:
               | You must not have heard of "Walmart socialism" or have
               | worked for a small-business tyrant.
               | 
               | Scale and logistics are good. I think they should be
               | managed by federation (and through regulation), but I'm
               | sick of having bosses who see my salary (rationally) as
               | something directly coming out of their bank account. I
               | prefer a little indirection and mediation in the
               | relationship.
               | 
               | Efficiency is good for everyone. The more time and effort
               | you save, the more time and effort you have to waste.
               | There are scales that are ideal for particular
               | businesses, and that scale doesn't always coincidentally
               | coincide with the scale a small-business owner can
               | handle. Business should be as big as real (not paper or
               | regulatory) efficiencies can be found at, and against
               | those efficiencies we should maximize the flexibility and
               | ability to innovate of individual businesses and workers.
               | 
               | Instead we just subsidize the biggest businesses most,
               | and through legislation create false efficiencies to
               | subsidize them even more (and guard them from any
               | externalities.)
        
               | danaris wrote:
               | Efficiency is good.
               | 
               |  _Maximizing_ for efficiency is not. It leads to a
               | variety of problems, including (but not limited to) a
               | strong tendency toward consolidation of power in too few
               | hands (thus leading to abuses), and fragile systems that
               | break down when a shock comes (like we saw with the
               | supply chain issues during the height of COVID
               | lockdowns).
        
               | WalterBright wrote:
               | > our hypercapitalist society for decades
               | 
               | The US has been turning away from free markets for at
               | least a century now.
        
               | corrral wrote:
               | It is perhaps a relevant observation that "free market"
               | and "capitalism" don't share a Wikipedia page.
        
             | zeruch wrote:
             | "Massive industry" is the applicable term. The scale of
             | both the capture, and the middle man loss to a more
             | parochial/regional model is terrifying to 'captains of
             | industry' and their political minions.
        
           | int_19h wrote:
           | The passivity against monopolies in US is a well-documented
           | consequence of a drastic reinterpretation of the historical
           | justification for anti-trust legislation in 1980s, driven
           | primarily by right-wing "free market" proponents (I'm putting
           | that in quotes because any monopoly is the opposite of free
           | market by its classic definition).
           | 
           | https://en.wikipedia.org/wiki/The_Antitrust_Paradox
           | 
           | Before then, things were very different. Here's an example of
           | an anti-trust court case against a company selling shoes -
           | read the court's rationale for applicability of regulation,
           | and consider how many of them would apply to _any_ of the
           | large tech companies today:
           | 
           | https://supreme.justia.com/cases/federal/us/370/294/
        
             | [deleted]
        
           | pessimizer wrote:
           | Nations aren't a real unit to anyone except for rubes. The
           | reasons interests and nations roughly correlate is because
           | the individuals who make a nation's laws and direct its
           | spending are more likely to be financially entangled with the
           | people who those laws affect and the people to which that
           | spending is directed.
           | 
           | They will also be financially entangled with elites in former
           | colonies, and the operators of extractive industries in weak
           | countries that depend on outside investments, and with
           | everyone in the financial industry globally. They're also
           | financially entangled with family members and friends.
           | 
           | The only people anti-monopoly legislation helps are people
           | who are less connected and less influential. The only place
           | it will be supported (by the well-connected and influential)
           | is in countries who are trying to protect domestic
           | industries. Once the protectionism (or the nationalized
           | industries) are destroyed, then monopoly becomes ok in time
           | to get control over entire sectors of the economy and raise
           | prices to maximize profit extraction.
           | 
           | Any concern about whether the US is dominating the world or
           | not is only practical. It's useless to sic the US against a
           | country that is being protectionist or refuses to
           | denationalize if the US doesn't have the strength to properly
           | make the people who reside in those countries miserable
           | enough to support the opposition.
        
         | robertlagrant wrote:
         | Are most monopolies not of government creation? Anything that
         | has increasingly onerous regulations or other government
         | requirements are the sorts of monopolies that need breaking.
         | 
         | Any natural monopolies formed by just being really good at
         | something and offering it at a low price are a waste of
         | taxpayer money to try and disrupt.
        
           | a-user-you-like wrote:
           | Precisely. The regulatory environment in the US is
           | astounding.
           | 
           | People yell at Apple for being a monopoly but android exists
           | and the consumers just don't care.
           | 
           | Amazon tried to launch a line of phones and no one cared.
           | 
           | If things were really so oppressive the consumers would
           | demand something else but they just don't care.
        
           | paulryanrogers wrote:
           | Not all monopolies are natural. Those powerful enough to
           | capture regulators are now a defacto government. The answer
           | is not less regulation, it's a different kind to stop and
           | reverse the consolidation of power.
           | 
           | And benevolent monopolies can and do change over time.
        
         | maerF0x0 wrote:
         | I think that's why it's good that antitrust is more than just
         | monopoly but also and other anticompetitive practices.
         | 
         | I would like to see law begin to start with an implicit bias
         | for the underdog, but unfortunately Citizens united and the
         | general principle of money in politics means that larger
         | entities will have disproportionate sway (due to Pareto
         | principle of accrual).
        
           | nickff wrote:
           | The volume of law and regulation is a huge implicit subsidy
           | to large corporations. The cost of compliance is challenging,
           | and can be devastating to small-medium companies (which
           | actually try to comply with the law). I think that getting
           | rid of rules like the reporting on conflict minerals, (which
           | don't seem to affect the ferocity or devastation in conflict
           | regions,) which are numerous and surprisingly burdensome,
           | would be very helpful.
        
           | anamax wrote:
           | Citizens United said that you and I have the same right to
           | band together to engage in political speech as the New York
           | Times.
        
             | maerF0x0 wrote:
             | Sure, and it should have said New York Times is not a
             | person and therefore gets no say in any matter. The Pareto
             | bit I mentioned means even if we band together they
             | ultimately have disproportionate resources.
             | 
             | It's employees / shareholders et al can vote how they like,
             | but that's different than the New York Times (or Russia for
             | that matter), swaying an election.
        
               | anamax wrote:
               | Zuckerberg has more resources than me.
               | 
               | Not letting me get together with other people helps
               | Zuckerberg.
               | 
               | As far as the NYT goes, feel free to argue against the
               | 1st Amendment. CU just says that the NYT isn't special,
               | that the 1st applies to using tools, not organizations
               | who have named themselves after said tools.
               | 
               | Govt regulation always favors the well-heeled.
        
               | maerF0x0 wrote:
               | > Zuckerberg has more resources than me.
               | 
               | Yes but there is are rules & caps for political
               | contributions: https://www.fec.gov/help-candidates-and-
               | committees/candidate...
               | 
               | I'm not arguing against 1st, I'm arguing that a business
               | (not a person) has speech or a 1st right (which people
               | absolutely do), and that the net result of acting like
               | they do is really hurting the citizens of America.
        
         | arrosenberg wrote:
         | That was the entire point of the Borkist/Chicago school
         | movement. The capitalists knew they'd never be able to repeal
         | those laws legislatively, so instead they changed its
         | enforcement by winning the minds and wallets of the judiciary.
         | Now they can consolidate as much as they want to, no judge will
         | stop them and most lawyers won't even try.
        
       | tomohawk wrote:
       | Academic institutions are the most overfed middlemen. They've
       | insinuated themselves into the ability to have a job in many
       | fields.
       | 
       | Has there ever been a winter that affects academic institutions?
       | Ever been a need to cut back? Tighten the belt? They are like an
       | overgrown jungle.
       | 
       | They often peddle shoddy goods (degrees that will never pay off),
       | to unsophisticated consumers (18 year olds and their parents).
       | Any other industry would have laws and regulations attempting to
       | protect the unwary, but somehow, only angels work in adademic
       | institutions.
       | 
       | They have choruses of shills (guidance councilers and others)
       | telling anyone who will listen that if you don't go to college,
       | your life will be ruined. See how indispensible they are?
       | 
       | Can't afford it? Get a subsidized loan for which the institution
       | has no skin in the game. Can't pay it off after? Not their fault!
       | 
       | Institution needs more money? Just raise the rent.
        
       | darth_avocado wrote:
       | Without reading the article and just the headline, I thought this
       | was going to be an article on economy that has a bloated amount
       | of over paid middle management. Was very disappointed.
        
       | skybrian wrote:
       | I wonder about the "Google extracts enormous rents" bit. Yes, in
       | the aggregate, Google is earning lots of money from advertisers,
       | but for the average advertiser, how big is this cost, and
       | compared to what? (Genuine question - I don't know a lot about
       | advertising.)
       | 
       | Also, given the anti-advertising mindset on Hacker News, it seems
       | weird to get all that upset about advertisers paying too much?
       | "Who will think of the advertisers," say people who have probably
       | installed ad blockers.
        
         | manmal wrote:
         | I know a surgeon who invested EUR10k/month in Google ads for a
         | while just to get a few patients per month. CPC was EUR10 or
         | so. Absolutely nuts, you'd think. But one procedure nets him
         | EUR8k, and he said that those ads are absolutely vital to him -
         | without Google ads, his revenue suffered greatly. His campaign
         | was setup wrong for a while and he immediately noticed because
         | people stopped booking surgery with him.
        
       | count wrote:
       | This feels like he's copying Stratechery, down to the stick
       | figure MS Paint diagrams (e.g. https://stratechery.com/2018/the-
       | bill-gates-line/)
        
         | adamrezich wrote:
         | lots of blogs are like this though, using quick-and-dirty
         | visually-accessible illustrations to convey ideas.
        
         | carom wrote:
         | Ah, that is a distinct style. Do you think they commissioned an
         | artist to perform such an exact copy?
        
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