Hamilton Helmer
11 statements across 4 episodes · 3 bullish · 2 bearish · 5 people on the record · first statement Sep 6, 2019 by Alex Wang · said 17 times in 11 episodes since 2019 · across every show →
On the record as a speaker too: Hamilton Helmer's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Harry Stebbings (8), Jonathan Ross (3), Guy Podjarny (3), Gokul Rajaram (2), Alex Wang (1)
tap a year for its mentions
2026 3 mentions in 2 episodes 2 per episode
2025 8 mentions in 6 episodes 1 per episode
- Matt Fitzpatrick: Who Wins the Data Labelling Race & Why Al Needs Forward-Deployed Engineers · 20VC with Harry Stebbings
- Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
- Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- Peter Singlehurst: Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvalt · 20VC with Harry Stebbings
- Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
- Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
- every mention in 2025, scene by scene →
2023 4 mentions in 1 episode
2021 1 mention in 1 episode
Everything said about Hamilton Helmer, oldest first
Sep 6, 2019 positive
Alex Wang Calls Seven Powers One of the Best Business Books Ever
“I really love this book, Seven Powers, by Hamilton Helmer, but it's probably one of the best business books ever, and the reason is that he sort of, it goes through Through what he called these seven powers, which are these seven qualities of businesses that a…”
May 18, 2020
May 18, 2020
Helmer: Business value equals strategic power multiplied by market size
“So remember that potential value is equal to power times market size, right? And power comes from the simultaneous satisfaction of a benefit. Something about your business makes you more money, you know, lower cost or higher prices. Plus a barrier so that othe…”
May 18, 2020 positive
Helmer: Tesla's success had a near-zero probability ten years ago
“So if you asked me 10 years ago, could these three things all be true? Fully electric cars would become what every automobile company in the world thought was going to be the future. That another firm would actually join the ranks of world-scale automobile com…”
May 18, 2020
Helmer: Pure competitor focus degrades company culture and unique value
“So if you're a company that focuses just on competitors, it's an outside-in. Type of situation. You lose touch with your own creative core. Your culture is not unique. You don't have that ability to tap into something that really makes you different and valuab…”
May 18, 2020 positive
May 18, 2020
Helmer: Building a true brand barrier takes at least 10 years
“How long? I don't know. At least 10 years, I'd say. Maybe it can be done in some cases shorter, but if it gets much shorter than that, you worry about whether there, in fact, is a barrier, because others can do it, and then it's no longer a source of power.”
May 18, 2020
May 18, 2020 negative
Helmer: Strategy consultants are useless during high-uncertainty invention phases
“What I realized when I got very deeply into it was there's a crux moment in strategy where you sort of form the thing that develops your strategic source of power, if you will, and that that happens in areas of great uncertainty and on the fly, and then hiring…”
May 24, 2023
Mar 16, 2026 bearish
Rajaram: B2B software switching costs will drop to zero within two years
“I think switching costs is less going to go to essentially zero because over the next one or two years, ability to port data, your data as a business or consumer from any ecosystem to another ecosystem is going to be very easy.”