Each form we've tried to do a case steady on the industry, economics different. There're so many idiosyncratic characteristics that impact the equilibrium state. The first question is what's going on here economically? Who's gaining and where's the money right? And so i'll give you an example in ober. By having more drivers and more passengers, it makes it possible for ober to develop more efficient route structures. It doesn't change how long it takes to do the drive but it does change how much time you have to wait before your next ride.
We sit down once again with one of the world’s very best strategy thinkers, 7 Powers author Hamilton Helmer — this time joined by his impressive Strategy Capital colleague Chenyi Shi — to discuss platform businesses, and how the Power framework applies to them. If you’re building, investing in, or just curious about the dynamics of platforms, this episode is a must-listen. We owe a huge thanks to Hamilton and Chenyi for sharing their work-in-progress insights on this very special category of companies. Tune in!
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