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20 results for “barriers to entry”
...entry strategy where people think, you know, that's that little company. Oh, wow. You know, that's kinda cute. Go ahead. You can take that.
15:28 / 16:48
from transcript15:28 – 16:48
...entry strategy where people think, you know, that's that little company. Oh, wow. You know, that's kinda cute. Go ahead. You can take that. You know, in Innovator's Dilemma, they talk about all the low margin stuff. They owe it the big companies alwa
16:27 / 17:31
from transcript16:27 – 17:31
at the time where we when we invest? Look, I think if they're law if they if they look weird and they look wrong, then probably there aren't gonna be 15 or 20 or a 100 other startups doing it. So you're probably gonna have two or three years without
5:08 / 6:20
from transcript5:08 – 6:20
Nobody really cares about it. Nobody's that interested in I mean, that's why I love Vlad. You know, Ask Leo is like, who cares about procurement? Ah, it seems kinda stupid. It's not attracting 9,000 competitors. But, hopefully, you get all of the dat
27:34 / 28:52
from transcript27:34 – 28:52
business cartel ecosystem. And you look just across sort of sector after sector, what you see are sort of two or three or four companies that have, you know, overwhelming market share in each sector and generate, you know, an overwhelming percentage
25:05 / 26:31
from transcript25:05 – 26:31
in your in your product and then just make sure that I mean, this is, I think, the thing that we talked about on last time I was on your show. It's like, you know, the battle of every, startup versus incumbent is whether the startup gets the distribu
30:25 / 31:49
from transcript30:25 – 31:49
then often that's kind of where people are going to squeeze you out or get alpha, etcetera. And so I think that for for the game that we play, it's very, very important that you have all of these funds and the ability to enter at all stages for exact
56:06 / 57:32
from transcript56:06 – 57:32
...sanctioned barriers to competition for themselves. Yeah. And I would even argue, like, I'll do a little effective pessimism. We don't in America today, in most industries, actually live in what you call a free market system. We live in more of a big
24:44 / 26:18
from transcript24:44 – 26:18
So the most important thing we can do on that dimension is to figure out how to have less regulation, have these companies fight it out and create the incentives for these smaller businesses to be bought and or to go public. So let's back this up wit
1:08:50 / 1:10:04
from transcript1:08:50 – 1:10:04
I do think that sometimes the acquisition, even when they are kind of prevented by the Department of Justice or SEC, they're not looking at it the way it should be looked at because the challenges are in a lot of cases, it's probably better for these
14:42 / 16:07
from transcript14:42 – 16:07
Unfortunately, it's that competition box. Super loose on that. As long as the founder has a has a large piece of white space in the space, I'll do it no matter how competitive the space is. Even though if I would prefer not to, everyone would prefer
1:14:59 / 1:16:03
from transcript1:14:59 – 1:16:03
...cycle entry point that we're in or less because of the risk or uncertainty level that we're in? Philosophically, for me, philosophically, I just think the market sets the price. I just I I I just don't have the hubris to to think I can somehow outsma
53:14 / 54:19
from transcript53:14 – 54:19
But if companies wanna make, orthogonal acquisitions, if companies wanna continue to grow and become a, you know, a large holding company, why should we step in and say, oh, you're too big now. Ultimately, Jason, you're you could see that threshold v
1:02:53 / 1:04:04
from transcript1:02:53 – 1:04:04
those would be some of the most valuable companies in the world. Those would be awesome businesses to own. On the other side of it, one of my partners, Alex Rampell, has a statement that he likes to say, which is, the best businesses in the world don
23:06 / 24:26
from transcript23:06 – 24:26
We do not have the same depth of operators that you have in The US that have seen a 100,000,000, 200,000,000, 300,000,000, 400,000,000. Mhmm. We simply do not have that. And so when you hit series b c, there is fundamentally a lack of experienced ope
33:44 / 34:45
from transcript33:44 – 34:45
Do you think acquihires are inevitable for LLM companies? We see the likes of Mistral in France. They just don't have enough cash. It's spade to spade. Or acquires inevitable. Well, in a well functioning society, hopefully it's acquisitions rather th
47:59 / 49:10
from transcript47:59 – 49:10
And so something else is happening. I believe a part of it I've been very passionate about is the IPO discount that the banks force upon the market, especially the well known high branded ones. But other people point to the cost of going public too h
16:23 / 17:38
from transcript16:23 – 17:38
then people will want it and there'll always be an exit path for it. As I said before, more capital reduces the option. So in massive markets, you have to deploy larger amounts of capital to fund because there are more competitors and other things ar
20:14 / 21:17
from transcript20:14 – 21:17
You're in a perfectly good big market, but there's a bigger company out there that can grind Yeah. There's no pricing power. With no pricing power. And PE guys just hate that. Because they can look at it and go, I get it. You're doing a 100,000,000.
22:26 / 23:32
from transcript22:26 – 23:32
where number one buys number two, number two buys number three. And assuming that we have a functional FTC and whatnot, it's like all of this is approved because it's not like you're taking this is like orthodontic clinic answering software or someth
35:55 / 37:20
from transcript35:55 – 37:20
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