Hi Abhishek — first off, your writing is awesome and I learn so much from every one of your pieces, so thank you.
Quick question, though — is distribution not part of the user experience? You quote Ben here: “[T]he most important factor determining success is the user experience: The best aggregators win by providing the best experience, which earns them the most consumers/users, which attracts the most suppliers, which enhances the user experience in a virtuous cycle.” The “best experience” doesn’t only refer to the UI of the app, rather it refers to every part of the service being offered. I would argue that distribution is absolutely a part of this.
I noticed other commenters have replied along these same lines, and it’s possible that we are all missing something. Would love to hear your thoughts on this point!