Acquired Platforms and Power (with Hamilton Helmer and Chenyi Shi)
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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.
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Analyzing Platform Power
- Analyze platform power by understanding value creation, customer perception, and competitive advantages.
- Consider how value changes with platform growth and how customers perceive it.
Uber and Value Creation
- Uber's value comes from matching heterogeneous drivers and passengers, creating efficient route structures.
- Increased density minimizes driver downtime but has diminishing returns.
Multi-homing and Power
- Multi-homing, where customers use multiple platforms, can arbitrage away platform power.
- Ride-sharing faces this challenge if customers use both Uber and Lyft.
