
Value Investing with Legends
James Bessen - Understanding the Tech Paradigm
May 31, 2024
James Bessen, Executive Director of the Technology and Policy Research Initiative at Boston University, discusses the impact of proprietary software on industry disruption and the shift from mass production to mass customization. The conversation delves into the challenges and opportunities in the digital age, reflecting on the future of value investing in a tech-dominated world.
45:54
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Quick takeaways
- Proprietary software impacts industry stability and market concentration.
- Transition to mass customization in retail reshapes competitive dynamics.
Deep dives
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