Hamilton Helmer: evaluation

Transcript context

…Hamilton listeners who have read the Innovator's Dilemma, this is going to sound vaguely familiar. This would be the power that's most similar to that concept in the same way that we asked earlier, what's the difference between power and moat? How do you think about counter positioning relative to that grand theory? I recommend everybody to read that book, Innovator's Dilemma. It's a brilliant book. Christensen was just a scholar of innovation and deeply research, but it's pretty different. So if you want to get mathematical about it, there's a many-to-many mapping between the two concepts, which is to say that counter positioning doesn't imply disruptive technology. Disruptive technology doesn't imply compensation. I'll give you some examples. I would argue that In-N-Out Burger is counter positioned against McDonald's. There's no technology involved, particularly at all. It's not disruptive in terms of Christensen's philosophy was low end. This is like an objectively worse product.…

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