Mike Tian
2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 6, 2021 by Mike Tian · said 3 times in 2 episodes since 2021 · across every show →
On the record as a speaker too: Mike Tian's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Ted Seides (2), Mike Trigg (1)
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2024 1 mention in 1 episode
Everything said about Mike Tian, oldest first
Sep 6, 2021 negative
Tian: Efficient scale is the weakest moat because competitors act irrationally.
“And number five, which is really the least important mill source, I think, is efficient scale. And that's the idea that You have a very niche market that perhaps can only support one player. And if somebody else were to get into it, you will destroy the econom…”