1/ Whenever there is a market fad/phenomena with low or no barriers and a flood of entrants—the best strategy is often: Be the arms dealer.
Show this thread
-
Agree. I don’t mean “fad” as transient phenomena like pet rock or fidget spinner or even Pokémon go—but as phenomena/craze. Those yogurt chains persist (thankfully, yum!) But competition has cornered growth or hurt economics.
Curious: why do you think the manufacturers will hold the power, rather than the owner of the brand users connect to? In airline industry, seems to be manufacturers. But in ride share, it's the brand users connect to. [cont]
-
-
Truly no idea. A lot of competition burns a lot of cash. Bird was first, someone else can enter with twist or partnership or better service. Very hard to predict anything beyond no barriers, lots of competition.
-
The same argument applies to the manufacturers. And so far as I can see they are building a relatively simple product out of mostly commodity parts, with little ability to build a brand or network of users. Not clear they have a lot of protection from competition.
End of conversation
New conversation -
-
-
I've not thought deeply enough to know which side scooters will come down on. Nor do I understand all that well the airline / ride share examples, though clearly there is an ease-of-entry issue.
-
Fwiw don't think manufacturers will hold power but they will make lots of money. Question of how it plays out is question of whether space is long term viable and if so which axes of competition are the important ones. Happy to discuss both longer if interested--but neither has
- 1 more reply
New conversation -
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.