Pricing Power
topic on 4 shows · 8 statements across 7 episodes
the Y Combinator Startup Podcast 
Startup Acquisition Stories 
Capital Allocators 
20VC
8 statements about Pricing Power, every show
Dorsey: Economic Moat Analysis Remains Predominantly Qualitative Rather Than Quantitative
“The bulk of it is qualitative. Understanding what kind of price the company can take, if it has pricing power, or whether, in some examples, there's what the nomad guys called scale economies shared, where the benefit is not taking price, but passing scale ben…”
Ross: OpenAI is losing its pricing power to DeepSeek
“Especially for the pricing, because they're losing their pricing power on this.”
Mauboussin: Consumer surplus and pricing power shield companies from nominal rate hikes
“You can't dodge the real rate increase, but you can dodge nominal rate increases if your company has pricing power. So this goes back to when we think about technology companies or any kind of company, are they delivering a good or service that creates consume…”
Keeley: Pricing power with low churn measures true customer value creation
“I would say pricing power. Like, not that we do it, but I think if you could double prices and see very low churn, I think that's, like, a meaningful measure of, like, how much value you're actually creating for your customer.”
Gil: Pricing power provides capital leverage to drive startup growth
“If you can get away with charging more, then it means that you have a product that people truly want, which means that you can grow faster in part because people truly want your product, and in part because the capital leverage that Mark talks about is actuall…”
TSMC was the gold standard for corporate pricing power in Asia
“When we knew something like TSMC, TSMC was gold standard for pricing power.”
Corporate pricing power is as valuable in deflationary environments as inflationary ones
“Pricing power is as good, In a deflationary environment as is an inflationary environment.”
Substitute-free brands enable inelastic pricing and continuous intrinsic value growth
“That whole notion of price increasing for a brand that had, in the perception of the consumer, no adequate substitute, which delivered price inelastic demand, allowing Warren to raise prices each year to show growth in operating income, and hence the growth in…”