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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. D. Qu‏ @DantonQu 21 Jul 2018
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      "Growth of a market is the enemy of competitive advantages based on economies of scale. As a market grows, FC, by definition, remain constant. VC, on the other hand, increase at least as fast as the market itself. The inevitable result is that FC decline as a proportion of TC."

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    2. D. Qu‏ @DantonQu 22 Jul 2018
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      "Instead of defending the markets in which they were dominant and profitable, they spent copiously in markets where they were newcomers battling powerful incumbents."

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    3. D. Qu‏ @DantonQu 22 Jul 2018
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      "Competitive advantages are invariably market-specific. They do not travel to meet the aspirations of growth-obsessed CEOs."

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    4. Molson Hart‏ @Molson_Hart 22 Jul 2018
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      Replying to @DantonQu

      This is only true sometimes. For example, look how google has leveraged search to get into travel. It's not market forces that holds them back but, regulatory.

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    5. D. Qu‏ @DantonQu 22 Jul 2018
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      Replying to @Molson_Hart

      Yes but this is a rather adjacent extension into the product space.

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      Molson Hart‏ @Molson_Hart 22 Jul 2018
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      Replying to @DantonQu

      There are hosts of other examples and outside of tech, whether it's Ford vertically integrating or Pepsi selling food.

      7:10 AM - 22 Jul 2018
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