Chapter
Competitive Advantage and Total Addressable Market with Uber
1:31:09 - 1:35:05 (03:56)
This podcast discusses the role of switching costs in creating a competitive advantage for Uber as well as revisits the total addressable market for the company through an anecdote about the early days and rapid growth of black cars on the platform.
Clips
The podcast discusses the concept of competitive advantage in enterprise products, with a particular focus on switching costs and how addressing a smaller total addressable market can lead to an advantage.
1:31:09 - 1:32:57 (01:48)
Competitive Advantage
Summary
The podcast discusses the concept of competitive advantage in enterprise products, with a particular focus on switching costs and how addressing a smaller total addressable market can lead to an advantage.
ChapterCompetitive Advantage and Total Addressable Market with Uber
Episode#651: Legendary Investor Bill Gurley on Investing Rules, Finding Outliers, Insights from Jeff Bezos and Howard Marks, Must-Read Books, Creating True Competitive Advantages, Open-Source Strategies, Adapting Mental Models to New Realities, and More
PodcastThe Tim Ferriss Show
The podcast discusses how forecasting can be limiting, highlighting past examples such as the underestimation of Uber's growth and the overestimation of the global market for mobile phones by McKinsey.
1:32:57 - 1:35:05 (02:07)
Forecasting
Summary
The podcast discusses how forecasting can be limiting, highlighting past examples such as the underestimation of Uber's growth and the overestimation of the global market for mobile phones by McKinsey.