"On their own..network effects in a digital context are a peculiarly fragile barrier to entry" @mitsmr @Columbia_Biz http://mitsmr.com/2y3Z970
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Airbnb is a better business than Uber because it doesn't have a lyft-like competitor, not because of structural differences. Author is wrong
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Replying to @Molson_Hart @DevinHaran and
Take NYC, the size of the market is not what sustains 5 companies (Lyft, Uber, Gett, Juno, VIA, etc.) it's VC$.pic.twitter.com/hl3crLLUHy
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Replying to @Molson_Hart @DevinHaran and
When that dries up for the taxi trade, so too will all but Lyft and Uber - I would think only one would survive.
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Replying to @Molson_Hart @DevinHaran and
Perhaps it will end up like Windows/Mac in 90s or Facebook today with Twitter, but there's NFW, NYC sustains 5 taxi co's + medallions
9:10 AM - 22 Sep 2017
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