pricing power

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Nov 4, 2022 by Michael Mauboussin · across every show →

Everything said about pricing power, oldest first

Nov 4, 2022
Insight
Mauboussin: Consumer surplus and pricing power shield companies from nominal rate hikes
“You can't dodge the real rate increase, but you can dodge nominal rate increases if your company has pricing power. So this goes back to when we think about technology companies or any kind of company, are they delivering a good or service that creates consume…”
Michael Mauboussin Nov 4, 2022 ▶ 43:10 Michael Mauboussin: The Single Biggest Mistake Investors Make In Decision-Making | 20VC #945 · 20VC with Harry Stebbings
Jan 29, 2025 bearish
Assertion Not checkable as stated
Ross: OpenAI is losing its pricing power to DeepSeek
“Especially for the pricing, because they're losing their pricing power on this.”
Jonathan Ross Jan 29, 2025 ▶ 23:32 Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings
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