Platform Power Requires Delivering Materially Superior Matching Driven by Asymmetric Scale
Hamilton Helmer · Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired · Apr 6, 2022 · at 1:20:10
Hamilton Helmer synthesizes platform economics on Acquired, defining the structural conditions necessary to establish durable competitive advantage.
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“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. Typically, that the difference in performance is Driven by, ah, differences in the size of at least one side of the platform.”
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