network economies
2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Apr 6, 2022 by Chenyi Shi · across every show →
Everything said about network economies, oldest first
Apr 6, 2022
Network Effects Describe Value Creation; Strategic Power Requires Defensibility Against Competition
“Network effects describes only the value creation, and it's a statement without consideration about competition, which the latter is all power is about. So regardless of how we end up defining network economies, it is the type of platform that we believe has p…”
Aug 16, 2022 neutral
Gilbert: Amazon retail has two-sided marketplace power but no demand-side network effects
“Interestingly, there are no supply to supply side or demand to demand side network economies. The fact that you're an Amazon customer and Amazon, Amazon customer, I don't care. I don't benefit from that at all.”