scale economies shared
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 6, 2026 by Pat Dorsey · across every show →
Everything said about scale economies shared, oldest first
Jul 6, 2026 positive
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…”