network effects

“Network effects are extremely powerful. And they scale better than anybody's ever been able to scale things before, but they're extremely fragile as well.”

“I think with, especially with machine learning, you could learn features from data without having to share the data itself. And that's useful for IP or for HIPAA and so on. So I think there's a lot of ways that one could contribute to network effects without m…”

“Businesses with network effects typically are very defensible and often are prone to monopoly”

“Network effects are One of the few ways we have left for software businesses to have a moat, to create a moat around their business so that competitors can't eat away at their margins.”

“The way we look at it is the network effects is really the only one that's native to what we're doing, and therefore it's the most powerful.”

“So I don't think that all marketplaces have network effects by definition. They have the potential, but different marketplaces are different at different stages of development in their evolution.”

“So the viral effect is about getting new users, and the network effect is about keeping those users, and they're very, very different things.”

“The first time it was used was in 19 oh seven in a annual report by AT&T.”

“Network effects began with hardware. It was first the telephone, then the Ethernet, and in today's world, we talk about it in the context of software companies like Facebook, right?”

“In our business and software, obviously there is a complex matrix of patents in some cases where you really need it. But At the end of the day, a lot of the defensibility and moats, we're looking at our network effects.”

“If you look at all the value that's really accrued over the last 15 years, the vast majority of it has come from companies who have effectively built proprietary databases with strong network effects around them.”

“LLMs can be a source of differentiation. Today, they might provide a first-mover advantage, but old-fashioned modes like network effects, high switching costs, scale, and brand are still what will likely win long term.”

“To get a real time collaborative system to work, people have to be online at the same time. Yeah. Right. And so you and I are, we're collaborating. We have to be online at the same time and we might be in totally different time zones. And you know, like it's j…”

“Most things that Need to have that kind of network effect, never get past the cold start problem, right? They just, they strangle early because, you know, there's just not enough writers, which means there's not enough readers. There's not enough readers. Ther…”