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Acquired
Platforms and Power (with Hamilton Helmer and Chenyi Shi)
Apr 6, 2022
Hamilton Helmer, a prominent strategy thinker and author of "Seven Powers," teams up with his colleague Chenyi Shi from Strategy Capital to dive deep into platform businesses. They discuss the 'Seven Powers' framework and its relevance to understanding market dynamics. The conversation explores platform power economics using Uber as a case study, highlighting customer loyalty and user preferences. They also dissect YouTube's competitive edge, emphasizing its rich content library and user experience, all while navigating the balance between growth and profitability.
01:22:38
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Quick takeaways
- Pricing strategies should carefully balance between extracting maximum value from the ecosystem and leaving some surplus on the table.
- Differentiating between product-market fit and power is vital for maximizing enterprise value and maintaining a competitive advantage.
Deep dives
Power and Pricing Strategies: Extractive or Surplus Leader Margin?
When considering pricing strategies and maximizing enterprise value, it's important to weigh the balance between being maximumly extractive to the ecosystem or leaving some surplus on the table. Each company will have a unique approach based on their specific circumstances. In the case of TSMC, their tactical decision to give up current profits and invest more in the future is driven by their scale economies, their ability to capture differential returns, and the unique characteristics of the semiconductor industry. By building customer loyalty and ensuring a clear advantage in technology, TSMC can align their pricing with their long-term strategic goals.
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