The Ledger
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Hariharan: Point-to-point ride sharing relies on scale economies, not network effects
“So I would say the general ride sharing, we think it's more supply side economies of scale. And what that means is the more drivers you have on the platform, you know, you can make sure that you get a good quality driver within five minutes, but that's where i…”
Hariharan: Local execution gives Indian and Chinese startups an edge
“I do think there's a lot of elements in execution that's quite different and local to those markets. That's very different from The U.S. So it's not necessary that a U.S. Player going into those markets has all the advantages. I think there are local advantage…”
Hariharan: Building Network Effects Is Easier on Mobile Than Web
“It was easier for platforms to build a network, I would argue, on mobile more than web.”
Hariharan: Marketplaces Do Not Inherently Possess Network Effects
“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.”
Hariharan: Platforms Do Not Require Viral Growth for Network Effects
“Platforms or marketplaces don't need to have network, viral growth to have network effects.”
Hariharan: Lyft Line and UberPool create true network effects
“However, if you look at lift line and Uber pool, I think those could have network effects because think of this, you're a rider, you want more riders using those because then you can share a ride to San Francisco from Palo Alto and therefore have a cheaper rid…”
Hariharan: Tech startup attrition in India matches Silicon Valley levels
“In India, I actually see the attrition problems to be as significant as in Silicon Valley. You do see that a lot of engineers move across startups. They switch every two years or every three years, and there's heavy competition in terms of compensation and pay…”
Hariharan: Overlapping supply and demand gives marketplaces a distinct advantage
“The other advantage Airbnb had, has, is the supply and the demand actually overlap, right? So, for example, I was first a customer of Airbnb, but then I was open to listing the place as well. So, only some marketplaces have that overlap effect, where you could…”