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17 results for “platform economy”
Concept2 mentions across episodes
economy
Pierre is, like, just hosting these auctions for free. There's no business model. He gets so much traffic that his server costs kind of go through the roof. And so he reluctantly, hat in hand, shamefully, asks his users to pay a small listing fee jus
1:15:38 / 1:16:50
from transcript1:15:38 – 1:16:50
...comes from one platform doing this materially better than another platform, and that the thing that drives
1:16:28 / 1:17:32
from transcript1:16:28 – 1:17:32
...economy aspects of a two sided platform of people, you know, and so on. And you could have power in either one of those. But if it turns out that the cost structure is not there isn't a huge lump of fixed cost, then it doesn't matter much. But I thin
1:21:39 / 1:22:48
from transcript1:21:39 – 1:22:48
...network economy power? I was thinking about this this morning. It's fun. So I think it's both. And the reason why it's both is because you can think of Nintendo as a platform that vertically integrated into the production site. Basically, all the fir
1:20:12 / 1:21:21
from transcript1:20:12 – 1:21:21
for how fast they're able to train things in and out as well as how fast they're as well as things like memory and context and inference and as well as, like, their even their data sources. These are all going to become things on the product side tha
41:12 / 42:26
from transcript41:12 – 42:26
value facilitates an exchange between heterogeneous buyers and heterogeneous sellers. And so it's exchange is what creates value matching typically. And to your point on the first component here, technology is really such a huge lever because technol
1:15:45 / 1:16:47
from transcript1:15:45 – 1:16:47
I don't know what their growth is, but, like, it's fine. They're still, like, a decent sized company and whatnot. But, We don't talk about them as part of the FAANG. We don't talk about them as part of the FAANG. Amazon. But what has happened? It's n
1:59:47 / 2:00:59
from transcript1:59:47 – 2:00:59
...platforms to do. They literally make it possible for every person every person to think of the possibility of selling or renting their home out or taking a ride, which they never would have thought before. Or or installing a part buying a new present
44:26 / 46:14
from transcript44:26 – 46:14
For any founder led company, Ultimate Agriculture is gonna be largely a manifestation of the founder's own personality and beliefs. Marcos Galperin has described the company's culture as one of a professional sports team. Now, unfortunately, I think
1:06:46 / 1:07:49
from transcript1:06:46 – 1:07:49
And you had kinda core utilities built around those operating environments, you know, search, social and communications, ecommerce, etcetera. And, you know, in each of those, there's, again, this sort of new operating system paradigm, these fundament
7:31 / 8:41
from transcript7:31 – 8:41
...on the platform. Like I'll make incremental money. My cars costs aren't that big. Cool. I'll list it for $300 a night. Whereas a hotel, you're like, well, I gotta keep I gotta run this hotel. Like Yep. And I think the ones that they notably don't hav
2:08:53 / 2:10:21
from transcript2:08:53 – 2:10:21
This is an extraordinary phenomenon, and it's also an opportunity for new players to out hustle even more so the incumbents. We saw a lot of flipping happen of leadership where old media still had a strong foothold or real estate practices of the pas
51:01 / 52:01
from transcript51:01 – 52:01
this idea of a modern Keiretsu within a venture capital firm. And this is sort of funny to think back on now, but it made sense at the time. You have to put yourself in the context of the 1990s, a proto internet ecosystem, really. This was the AOL da
11:15 / 12:18
from transcript11:15 – 12:18
...get the platform, you get all sorts of cool things there. I guess the same as Shopify for ecommerce. Yeah. You can build your own, online store, but no one's really doing it anymore. Everyone's just using Shopify, and then they also get the all the p
17:11 / 18:15
from transcript17:11 – 18:15
You you know, I always ask you guys to look out for some trends. Any trends that start up should know about here? I was, reading a a Wall Street Journal piece for last week that I thought was interesting on this. Marketplaces are starting to rip off
35:15 / 36:19
from transcript35:15 – 36:19
...want platforms to do. They literally make it possible for every person every person to think of the possibility of selling or renting their home out or taking a ride, which they never would have thought before. Or or installing a part buying a new pr
43:53 / 45:36
from transcript43:53 – 45:36
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