David Rosenthal: evaluation

Transcript context

…Where you have an amplifier on each side, because you have the banks going and using all of their scale to amplify your own go to market motion. I think this is also true. With network economies and network power, the more participants in a network, the greater complexity grows, and the harder it is to actually pull off the network. There are plenty of single-sided networks. Facebook is a single-sided network. At least on the user base side, there are advertisers. You could argue that's a second side, but everybody's the same node in the network. There are two-sided networks. Airbnb is the classic one or something like that. There are three-sided networks out there, probably some four. Clearly, this is an example of a five-sided network. But as you add sides to the network, the number of successful examples goes way, way, way, way, way down because it's just so hard. Because they're way harder to pull off, but they're so locked in once they're in.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.