Gulati: B2B Platforms Are Only Defensible Through Data Network Effects
Daniel Gulati · #19 Sandbox · Mar 3, 2025 · at 15:38
Investor Daniel Gulati challenges Sandbox Commerce founder Sterling Smith on how the platform generates structural defensibility across retail merchants.
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“And that's where I think it becomes really defensible and really valuable is if we can say to the 1000th customer, you benefit from the 999 other customers that already signed on.”
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