Helmer: Material network flywheels that alter returns are rare
“There are often flywheels, ones that really are material, are rare.
The key thing here is materiality, not whether the flywheel exists, but whether
The effect is strong enough to really tilt returns.”
Maynes: Reaching $10M in revenue makes the next $10M inevitable
“If you grow a company to one the next million is, is inevitable. And I think the same thing is true. You get the 10 and the next 10 is inevitable because it becomes you get that, that flywheel going and you're continuing to grow and grow and grow.”
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.”
Peloton nearly partnered with Flywheel for content before vertically integrating
“And they actually got to term sheet with Flywheel. I think SoulCycle sort of gave them the cold shoulder as sort of, you know, they were so hot at the time and so big and so dominant, but Flywheel, they actually got to terms on what would it look like to make …”
Dixon: Blockchain is about to enter an exponential growth flywheel phase
“I think we're about to hit that, I believe, in the blockchain world.”
Collins: A true flywheel requires inexorable logic connecting each step
“A flywheel is not a
[4037] Jim Collins: A set of aspirations or action steps simply drawn as a circle so that you can say you have a flywheel.
[4045] Jim Collins: A flywheel is an understanding of the inexorable underlying logic that drives that momentum machi…”
Collins: Failing on any single flywheel component stops the entire momentum machine
“The thing that will stop a flywheel is if you fail on any component, because on the one hand, while it is a compounding machine, each piece driving the next piece round and round and round.
[4132] Jim Collins: The other side of the coin, though, is that if you…”
Peloton reached term sheet stage with Flywheel before deal fell apart
“And we got a couple weeks into a term sheet with Flywheel and then they backed away. They'd just gone through a financing round, and it didn't make sense with their new investor.”
Foley: Early Peloton team got kicked out of Flywheel and SoulCycle
“Well, we all of us very quickly got kicked out of Flywheel and SoulCycle.”
Mauboussin: Tech giants leverage capital into insurmountable data capture flywheels
“The amount of data that they can capture, and because all those companies have substantial resources, they can put a lot of resources against not only capturing, but analyzing data. It's an interesting flywheel, right?”