You're the Enemy, Right?

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If the diminishing return curve is steep, then it's very unlikely that any individual can develop power. Even within a market with diminishing returns to scale, there's this concept that we call heterogeneity of preferences that matters. So you can think about maybe something with high levels of hertoneityyou think about you two and how many dimensions do you care about? How much does your transactions have hedrogeneity determine how im scale is to you? Right? We are bhen. As you said, the rive is undifferentiated. All i care about is how far away my driver is or my writer is. The minute you get to enough density, you're good enough.

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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