Chenyi Shi

Partner, Strategy Capital · 1 appearance on the record.

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Chenyi Shi conducts research on competitive advantage, platform business models, and corporate second acts alongside Hamilton Helmer at Strategy Capital. She previously worked as an investor at AI Fund and as an investment banking analyst in Morgan Stanley's Technology Group after graduating from Stanford University.

7statements → 0claims → 0claims resolved → 4/5average certainty → 2.14/5average debate potential → ≈4.5/5argument clarity, estimated →

2 opinions · 5 insights · every statement was checked. none of them is a claim the record can settle: opinions, insights and disclosures never carry an assessment.

The record, in short

What the tape says about how Chenyi argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Chenyi Shi on measured tape to publish a rate. This says nothing about how they speak.

What they said7 Episodes1

Everything Chenyi Shi said on Acquired that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight

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…”

Chenyi Shi Apr 6, 2022 ▶ 11:29 Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired

Insight

Preference Heterogeneity Dictates How Quickly Platform Returns to Scale Diminish

“Returns to scale is always diminishing, but how quickly it diminishes depends on the space you operate in.”

Chenyi Shi Apr 6, 2022 ▶ 27:19 Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired

Opinion

YouTube's Unmatched Watch-Time Data Creates an Insurmountable Discovery Advantage Over Copycats

“So YouTube accumulates this unique set of knowledge about both what you like and watch time of others that attest to the quality of the video. So that makes the search so much easier on YouTube compared to A competitive platform, even if it's a complete copyca…”

Chenyi Shi Apr 6, 2022 ▶ 29:15 Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired

Opinion

Multi-Homing Costs for Video Creators Cross-Uploading Between Platforms Are Low

“The cost of multi-homing on the creator side is actually not huge. You take your catalog, you upload to another platform, it shouldn't be theoretically impossible.”

Chenyi Shi Apr 6, 2022 ▶ 32:31 Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired

Insight

Frictionless Multi-Homing by Both Customer Groups Eliminates a Platform's Scale Advantage

“It doesn't matter if my platform is right now larger if technically both groups of my customers can frictionlessly multi-home on the other platform.”

Chenyi Shi Apr 6, 2022 ▶ 24:08 Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired

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

Insight

Platforms Constantly Compete Against Disintermediation by Buyers and Sellers Transacting Directly

“Platforms are naturally also competing with their own customers, because what if your customers go direct to each other? Buyers and sellers just transact off you. So as a platform, you have to first prove that you provide enough value that they should pay you …”

Chenyi Shi Apr 6, 2022 ▶ 1:02:58 Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired

Appearances (1)

Episode	Date	Speaking time
Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired	Apr 6, 2022	14m

Chenyi Shi

The record, in short

How they sound: not measured why? →

Appearances (1)

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