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Drew Cohen of Speedwell Research: Deep Research and Business Counterfactuals
The Alchemy of Money
Is There a Trade-Off Between Scale and Productivity?
There are like competitor copycats, but some of them have found that it's not so easy to actually roll up all of the software companies and keep them running as they were when they were distinct entities. There was just like different management issues where they'll acquire a company and then employees don't feel as incentivized or they feel like they're not getting paid attention to. But I'm not going to sit here and argue that it's like the strongest competitive advantage.
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