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switching costs

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Jun 30, 2025 by Casey Whalen · across every show →

Everything said about switching costs, oldest first

Jun 30, 2025
Prediction Not checkable as stated
Whelan: Software switching costs will fall, making data architecture paramount
“What's most important actually is your data and your data architecture, because the switching costs are going to be Going down, down, and down.”
Casey Whalen Jun 30, 2025 ▶ 44:13 Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
Jul 6, 2026
Insight
Dorsey: High Customer Switching Costs Cut Both Ways by Impeding Acquisition
“Switching costs can cut both ways, because if you have high customer switching costs, then probably your competitors do too. It's hard to get people to switch. You have trouble growing in the high switching cost industries a lot of times.”
Pat Dorsey Jul 6, 2026 ▶ 15:27 Moat Investing Nuances – Pat Dorsey (EP.509)
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