Episode 182 — Scale Scale Scale
Exponent
00:00
The Returns to Scale in CPG
The reason we had a cozy duopoly is because of the return is to scale, right? It actually ended up being a fairly natural state of affairs that you would have a few large players in CPG. The bigger issue is that the companies that control where that virality happens are Facebook in particular. And Facebook would rather harvest the value of virality themselves than share it with someone else on the platform.
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