Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
6 Sept 2022 Acquired Amazon Web Services
“I think network economies is the only one that AWS doesn't have, but index is off the charts on the other four—counter positioning, scale economies, switching costs, and branding.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 6 Sept 2022
- Publisher
- Acquired
- Episode
- Amazon Web Services
Transcript context
…No, it's indirect. It shows up in scale economies, because my stuff gets cheaper because you use it. I think that's the only of the big five of the seven powers, so not including process power and cornered resource, which are esoteric special cases. I think network economies is the only one that AWS doesn't have, but index is off the charts on the other four—counter positioning, scale economies, switching costs, and branding. Yup.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.