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Platforms and Power (with Hamilton Helmer and Chenyi Shi)
Acquired
Meda Search
Meda search has a category enables your customers to arbitrage away your power with less friction. So as you scale, how quickly does it start to slope down? Because that's going to be critical. If it tails off pretty ly at an early stage, with two times relative markeshery, you could be an attractive relative cross position. Once the business is scaled, it's no longer true, cause you're into the flat part of the curve, right? It's the shape of that curve. Let's say you have that advantage. What's to keep it from not being arbitraged out so you want to turn to people like ben and don't offer that ap right when
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