5min chapter

Acquired cover image

Special: Sequoia Capital's Investment Playbook (with Alfred Lin)

Acquired

CHAPTER

Is There a Global Network Effect?

The global network effect is so powerful. One of the reasons why Airbnb has been able to build so much power in the Hamilton-Helmer sense over the years. Having a prepared mind allows you to think about these conceptually into the future, even though it may not ring true the day you make the investment. The move to SaaS was actually identified way before this current wave because as soon as you saw people moving racks into co-location spaces.

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