Evidence receipt / belief
Published · transcript-backedPatrick O'Shaughnessy: belief
7 Oct 2020 Acquired Special: Invest Like the Best on Acquired
“I think we're very counter positioned—with Canvas specifically—against the firms that would most scare me to be competitors.”
Source trail
Everything needed to verify it.
- Speaker
- Patrick O'Shaughnessy
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 7 Oct 2020
- Publisher
- Acquired
Transcript context
…And they have a different business model. And their whole thing is that their proprietary research, insight, and data that isn't shared. It's like the Bezos thing when he was asked about other big tech competitors and laughing, saying those guys are used to software margins. I'm a retailer. It's an advantage sometimes to not be as fat and happy and have lived on a different business model. I think we're very counter positioned—with Canvas specifically—against the firms that would most scare me to be competitors. And it's a lower-margin business, so I'm not worried about them. We're not as up to speed on probably who those current are people in the [...]. If you’re talking about 10 years ago, if SAC were building Canvas, that would terrify you. They're not going to do that because they make their money from performance, their hedge fund.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.