David Rosenthal
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Appearances Over Time
Podcast Appearances
And let's start with our traditional segment, Seven Powers.
Borrowed from Hamilton Helmer's great book and framework.
What are the things that give it a durable, sustainable, comparative profit advantage over its nearest competitors?
And the seven powers are scale economies, network economies.
counter-positioning, switching costs, branding, quartered resource, and process power.
I'm glad you started there because I think it's actually an interesting discussion.
Well, there's probably a pretty good data point on this, which is the Ford GT.
And I don't know what they sold it for, MSRP, but I suspect it was less than a Ferrari.
On the one hand, yeah, brand is of course the strongest power that Ferrari has, as with any luxury company.