cover of episode 7 Powers with Hamilton Helmer

7 Powers with Hamilton Helmer

2021/12/8
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Ben Gilbert
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Hamilton Helmer
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Hamilton Helmer详细阐述了其提出的"七种力量"框架，该框架旨在帮助企业家和投资者识别和构建具有持久竞争力的公司。他强调，持续的强劲业绩、未来导向的估值以及建立持久性的非线性路径是理解公司价值的关键。他认为，"七种力量"（网络效应、规模经济、品牌、转换成本、逆向定位、专有技术、稀缺资源）是构建公司持久竞争力的关键因素，并对每种力量进行了深入的解释和案例分析，例如Netflix的逆向定位战略、Intel的专有技术优势以及Pixar的稀缺资源（核心团队）。他还讨论了如何将这些力量与公司价值联系起来，以及如何在市场起飞阶段识别和利用这些力量。他强调，领导力虽然重要，但并非构建持久竞争力的充分条件，还需要结合其他力量。 Ben Gilbert和David Rosenthal作为主持人，引导Hamilton Helmer对七种力量框架进行了深入的探讨，并结合自身在科技投资领域的经验，对框架的应用和局限性进行了提问和讨论，例如网络效应的强度、转换成本的货币化以及客户获取成本等问题。他们还探讨了软件中心型公司与传统公司的竞争，以及如何在竞争激烈的市场中识别具有持久竞争力的公司。

Deep Dive

Chapters
Hamilton Helmer discusses his journey from economics PhD student to working for Bill Bain and eventually moving to Silicon Valley.
  • Hamilton started a rug business with his brother while in graduate school.
  • He was the only person with a PhD to be called by Bain & Company at the time.
  • He moved to Silicon Valley in 1994, attracted by the economic vitality and family decision.

Shownotes Transcript

You've heard us talk about him every episode for the past two years... but until now most of you have never actually heard us talk to him! To celebrate the LP Show going public, we've remastered our first, canonical interview with Hamilton Helmer, originally released as an LP episode in March 2020. Hamilton’s 7 Powers framework gives a deep, academic investigation to the question, “what creates an enduring company?” This episode is an absolute must-listen for anyone working or investing in tech (and beyond), and we're so excited to finally make it available to everyone.

And if you want more episodes like this, we have good news... all back catalog LP Show episodes are now free) and available to anyone! You can follow our new public LP Show feed here) in the podcast player of your choice. It's already chock-full of 60+ great episodes like our VC Fundamentals series, interviews with founders of top early-stage startups, and master classes on pricing, marketplaces, SaaS investing and many more topics. Happy listening and happy holidays to everyone!

**Sponsors:**Statsig: https://bit.ly/acquiredstatsig24)Vanta: https://bit.ly/acquiredvanta)Crusoe: https://bit.ly/acquiredcrusoe)

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* ‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.*