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I completely agree with you. But the problem with markets with strong network effects is that those network effects usually aren’t obvious until you’ve struck g

I completely agree with you. But the problem with markets with strong network effects is that those network effects usually aren’t obvious until you’ve struck gold. The markets with obvious network effects tend to be too heavily competitive to actually ever get there.

Glibaudio 7y ago
This is an interesting observation. Can you share a link/case study? Kind of makes sense, but curious of how you developed your certainty. thnx