Data ownership and layer fungibility

Recently got into the topic of data ownership on a conversation with Carey Lening which helped catalyze a few ideas I’ve been kicking around for a while.

In short, data ownership requires layer fungibility.

I’ll elaborate below.

Cleanest unbundling wins

Markets are a series of bundling and unbundling, and whomever does the cleanest job, wins.

A clean unbundling makes it easier for others to build upon you, to integrate, to build businesses around you. It’s why people used S3 instead of other more elaborate mechanisms.

A clean bundling makes your whole stack look solid, integrated, like what Apple used to be.

In both cases, you get the advantage of reduced cognitive overhead.