Platform
also referred to as: platforms
4 statements across 2 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Apr 6, 2022 by Hamilton Helmer · across every show →
Everything said about Platform, oldest first
Apr 6, 2022 neutral
Platform Power Requires Delivering Materially Superior Matching Driven by Asymmetric Scale
“So the value comes from matching a buyer and a seller, but power in these things is really different. It comes from one platform doing this materially better than another platform, And that the thing that drives that difference in performance is sustainable. T…”
Apr 6, 2022
Low-Friction Technology Accelerates Rapid Platform Scaling But Undermines Competitive Defensibility
“All these things that reduce friction are easily available to lots of people, and so your very ability to spin up quickly and make something happen, and it seems very powerful, may in fact be the very thing that makes it easy for a competitor to catch you.”
Apr 6, 2022
Platforms Are Transaction Intermediaries, Not Inherently Bounded to Digital Technology
“We think of it as an intermediary for transactions. And that's it. I know sometimes we see people sort of think of platforms as being bounded to digital technologies. People equate the term platform as digital platforms. For us, that's actually limiting the sc…”