The Y Is So Interesting That You Can't Put Your Finger on Hy Moris

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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.

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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