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7 Powers with Hamilton Helmer
Acquired
The Counter Positioning of Companies That Are Highly Software Centric
There are lots of businesses where people just pay too much for customers and it turns out to be a really lousy business, even though it has switching costs. That also really makes me think more of Slack. They were the first real innovator in this phase of consumer grade mobile messaging is also useful in businesses. And either you do that through something that's superior or you do it when the pricing of it hasn't fully arbitrage out the value.
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