Evidence receipt / evaluation
Published · transcript-backedHamilton Helmer: evaluation
8 Dec 2021 Acquired 7 Powers with Hamilton Helmer
“I'd say an exception to that is that if you have a company like that and you see that they're just gaining an enormous relative market share, there might be some other company that's earlier. But there's something about their business model that just doesn't work as well.”
Source trail
Everything needed to verify it.
- Speaker
- Hamilton Helmer
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 8 Dec 2021
- Publisher
- Acquired
- Episode
- 7 Powers with Hamilton Helmer
Transcript context
…Right. I have more PCI slots than anyone. Exactly. What you could see in that situation you're describing, Ben, is that their companies are doing just fine, they're getting customers, but competitive arbitrage hasn't really taken place. What you're worried about, which makes sense, is that if somebody is several years ahead of you, and it's one of the middle phase types of power, which is most common in tech—network, economy scale, economy switching costs; those are the three most common ones—then your size matters. If they're ahead of you, when push comes to shove, when the market settles down, you will not be in a good position. I'd say an exception to that is that if you have a company like that and you see that they're just gaining an enormous relative market share, there might be some other company that's earlier. But there's something about their business model that just doesn't work as well. Like Google versus Excite or whatever.…
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