Structural Competitive Advantage
topic on 1 show · 1 statements across 1 episodes
1 statements about Structural Competitive Advantage, every show
Fast inventory turns create massive structural cost advantages in deflationary hardware markets
“Now, the other reason this is important is because it turns out that the price of electronic components Generally goes down, right? And, you know, it's a pretty predictable thing. And so if our components are five days old, and the competitor's components are …”