Stage 3: Extraction
Surplus shifts toward business customers and shareholders; ads, fees, and degradation accelerate.
Stage
Function
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Bing
3 ExtractionMicrosoft’s search layer—often a conduit into Copilot, Edge defaults, and Windows integration rather than neutral retrieval.
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Google Chrome
3 ExtractionDominant Chromium default—fast and compatible, tightly coupled to Google accounts, sync, and the ads ecosystem that funds the web’s biggest funnel.
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DoorDash
3 ExtractionFood delivery marketplace with fees stacked on restaurants and riders; convenience for diners, thin margins and policy fights everywhere else.
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Epic Games Store
3 ExtractionPC storefront and launcher competing on cuts and exclusives—better for devs in spots, still a platform tax and account wall for players.
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Eventbrite
3 ExtractionSelf-serve events and ticketing—easy for organizers until fees, feature tiers, and payout rules become the product.
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IMDb
3 ExtractionCanonical film/TV metadata within Amazon—indispensable lookups with ads, Prime nudges, and data leverage across commerce and streaming.
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LinkedIn
3 ExtractionThe default résumé graph for many industries, increasingly monetized via feed ads, recruiter tools, and upsells—users are the inventory.
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Lyft
3 ExtractionUS rideshare duopoly player; take rates, incentives, and driver dynamics mirror Uber’s two-sided squeeze with regional variation.
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Netflix
3 ExtractionStill a capable player, but ad tiers, password-policy tightening, and recurring price moves shift value from subscribers toward ARPU and shareholders.
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Spotify
3 ExtractionDefault music app for many—great discovery and library UX; economics squeeze artists while pushing podcasts, ads, and tier upsells.
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Stack Overflow
3 ExtractionDefault Q&A layer for programmers; community labor and SEO gravity built the corpus, while ownership and product choices steer monetization and AI reuse.
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StubHub
3 ExtractionSecondary ticket marketplace—liquidity and buyer protection on one side, fees and volatile pricing on the other.
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Uber
3 ExtractionTwo-sided marketplace that captures a large slice from riders and drivers; convenience for users exists, but the economic surplus flows to the platform and investors.
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WhatsApp
3 ExtractionDefault chat for much of the world; phone-number identity and network effects make leaving socially costly, while Meta monetizes the ecosystem around it.
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X (Twitter)
3 ExtractionAPI paywalls, algorithmic feeds, verification products, and ad load shift surplus toward the operator and advertisers—classic extraction on a still-central public square.
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YouTube
3 ExtractionUnmatched library and creator economy, but ad load, Shorts push, and policy swings steadily tilt the experience toward Google’s revenue priorities.
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Reddit
3 ExtractionMature platform shifting value toward advertisers, mods as unpaid labor, and product changes that prioritize engagement over quality.