scale density

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 18, 2020 by Hamilton Helmer · across every show →

Everything said about scale density, oldest first

May 18, 2020 neutral
Insight
Helmer: Uber's scale density power is local and non-transferable globally
“So for example, if you look at Uber's source of power that they might have versus, for example, an upstart, it would be the scale density, physical scale, regional scale density. In a particular region like the Bay Area, if they have enough riders and enough c…”
Hamilton Helmer May 18, 2020 ▶ 34:17 20VC: 7 Powers: The Foundations of Business Strategy: Deconstructing Economies of Scale, How To Assess True Market Size, Assessing Risk vs Uncertainty, What "Brand As Power" Really Means with Hamilton Helmer, Managing Partner and Chief Investment Offi
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