power

4 statements across 1 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Apr 6, 2022 by Hamilton Helmer · across every show →

Everything said about power, oldest first

Apr 6, 2022 neutral

Insight

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…”

Hamilton Helmer Apr 6, 2022 ▶ 1:20:10 Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired

Apr 6, 2022

Insight

Value Creation Has Two Distinct Step Changes: Product-Market Fit and Power

“There are really two major step changes in the value of a company. The first is product market fit, and the second is getting power. And they're quite distinct and involve different things.”

Hamilton Helmer Apr 6, 2022 ▶ 9:03 Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired

Apr 6, 2022 negative

Insight

Flywheels Signal Strong Product-Market Fit But Tell You Nothing About Power

“So flywheels are a sign of product market fit. And tell you absolutely nothing about power.”

Hamilton Helmer Apr 6, 2022 ▶ 1:12:52 Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired

Apr 6, 2022

Insight

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…”

Chenyi Shi Apr 6, 2022 ▶ 1:08:56 Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired

power

Everything said about power, oldest first

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