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Platforms and Power (with Hamilton Helmer and Chenyi Shi)
Acquired
The Y Is So Interesting That You Can't Put Your Finger on Hy Moris
T s m c is just such an amazing story. They've been able to take what, in all prior generations, had been vertically organized business and made it horizontal. And the thing that makes horizontal organization work is typically a scale economy. So that you pick up more scale, the strange industry characteristics means the predictability of future customers is profoundly important for company value. But i couldn't quite put my finger on hy moris, seems like a nice ga ye.
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