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Modest Proposal – Value is Dead, Long Live Value - [Invest Like the Best, EP.95]
Invest Like the Best with Patrick O'Shaughnessy
Internet Dating Is a Real Business
There was an opportunity within these verticals for each leader to extract real economics. For amazon, signing up restaurants and figuring out how to deliver food to customers is nice,. But for grubhub, every day, the most important thing, the only that matters, is making sure that consumers get the food they want when they ordered it. And a friend of mine says, small focust always wins, because every day they wake up and it's life or death for them. People spend forty minutes ada on the platform. Why isn't this obvious? And who knows? They haven't launched the product yet. But again, match has multiple brands who wake up every day with one
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