Hamilton Helmer
👤 SpeakerAppearances Over Time
Podcast Appearances
I mean, Netflix into streaming is reinvention.
It can happen.
It's hard to do.
You're usually counterpositioned because you've got a whole group of people that wants to do it the old way.
Right.
And they have a lot of power in a company typically because they've got the P&L.
Yeah, that's very insightful.
That's exactly right.
Otherwise, you get swamped by agency problems.
And so the different needs, skills sharing, same skills or not same, but shared skills, you can call that category co-action.
And that's where all the action is.
Yeah.
That's AWS for sure, right?
Exactly.
AWS.
Right.
Wait, so this is the lower right?
This is kind of the lower middle.
It's a bunch of not perfectly shared skills, but you know quite a bit about the stuff you need to do to get in there, but it's a different need.
And that accounts, I don't have the numbers in front of me, but I think it's 90% of the value in the S&P 100 of the new stuff came from co-action.