Hamilton Helmer

8 statements across 2 episodes · 2 bullish · 2 bearish · 2 people on the record · first statement May 5, 2024 by Hamilton Helmer · said 21 times in 6 episodes since 2023 · across every show →

On the record as a speaker too: Hamilton Helmer's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Lenny Rachitsky (9), Jeff Weinstein (7), Roger Martin (2), Grant Lee (2), Gustav Söderström (1)

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Everything said about Hamilton Helmer, oldest first

May 5, 2024 neutral
Opinion
Helmer: Generative AI will not create an eighth strategic power
“My own view currently, I don't see any change in seven powers from it in terms of an eighth power or something”
Hamilton Helmer May 5, 2024 ▶ 39:52 Business strategy with Hamilton Helmer (author of 7 Powers)
May 5, 2024 neutral
Insight
Helmer: Material network flywheels that alter returns are rare
“There are often flywheels, ones that really are material, are rare. The key thing here is materiality, not whether the flywheel exists, but whether The effect is strong enough to really tilt returns.”
Hamilton Helmer May 5, 2024 ▶ 24:22 Business strategy with Hamilton Helmer (author of 7 Powers)
May 5, 2024
Assertion Supported
Helmer: Reed Hastings had him train Netflix's top 100 leaders in strategy
“In the case of Netflix Reid actually had me come in and train the top hundred people in Netflix and strategy. We actually, I actually ran classes in the company.”
Hamilton Helmer May 5, 2024 ▶ 38:34 Business strategy with Hamilton Helmer (author of 7 Powers)
May 5, 2024 negative
Insight
Helmer: UI optimization and recommendation engines do not create strategic defensibility
“UI development there that it's been an enormous amount of resources on trying to get just the very best UI. I mean, a zillion AB tests, all kinds of things, their recommendation engine, everybody's kind of knows the story about how that, that went you know, th…”
Hamilton Helmer May 5, 2024 ▶ 31:59 Business strategy with Hamilton Helmer (author of 7 Powers)
May 5, 2024 neutral
Insight
Helmer: Achieving true scale economies through data is rare
“People often think that they get scale economies through data. And I'd say that that's possible, but it's rare. And the reason it's rare is not because there aren't scale economies in data, but rather that the range of scale that the existing competitors have…”
Hamilton Helmer May 5, 2024 ▶ 22:55 Business strategy with Hamilton Helmer (author of 7 Powers)
May 5, 2024 positive
Insight
Helmer: Power Requires Both a Benefit and a Barrier to Create Value
“And what it is, is there's something in what you do That gives you either a cost or price advantage over others. So let's say you're lower cost and that's the benefit. And the barrier side is that there's something that is durable about that, that makes it ove…”
Hamilton Helmer May 5, 2024 ▶ 12:55 Business strategy with Hamilton Helmer (author of 7 Powers)
May 5, 2024 bearish
Opinion
Helmer: Uber and Lyft lack true network economies
“You asked me earlier, or in the material you sent me about Uber and Lyft, I'd say that, you know, they probably have network effects involved, but not network economies.”
Hamilton Helmer May 5, 2024 ▶ 26:26 Business strategy with Hamilton Helmer (author of 7 Powers)
Jul 25, 2024 positive
Insight
Martin: Hamilton Helmer's 7 Powers fits the 'How to Win' strategy box
“He's wrote, written a very, I think, useful book That would in some sense fit into my how to win box, right? I say strategies about where to, how to win. And he has a category, what I call a categorical model.”
Roger Martin Jul 25, 2024 ▶ 14:43 5 essential questions to craft a winning strategy | Roger Martin (author, advisor, speaker)
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