Companies Serving Them
topic on 1 show · 1 statements across 1 episodes
1 statements about Companies Serving Them, every show
George: Tech customers capture 90% of economic value while platforms capture 10%
“My rule of thumb is like, 90% of the value goes to the end customers and, you know, 10% of the value goes to the companies serving them, and it turns out that that's just a massive amount of market cap, you know, if you're the 10% that you're capturing.”