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Showing episodes and shows of
Hamilton Helmer
Shows
Hat & Tat
Hat & Tat | 7 Powers and Hamilton Helmer Pt. 3
Craig and Steve wrap up their three-part series on Hamilton Helmer’s classic book, 7 Powers: The Foundations of Business Strategy. Focusing on the "sustaining" phase of a mature business, the guys break down the final 2 powers: branding and process power—exploring why brand awareness isn't the same as brand power and how operational engine rooms like Zara and Amazon build unassailable advantages over decades. From canned water for heavy metal fans to ultra-luxury $1,500 eyewear, they uncover what it takes to keep a business dominating for the long haul.TakeawaysBuild long-term mindshare, not just ad buzz...
2026-09-04
18 min
Hat & Tat
Hat & Tat | 7 Powers and Hamilton Helmer Pt. 2
Craig and Steve dive into the second installment of their three-part breakdown of Hamilton Helmer’s classic book, 7 Powers: The Foundations of Business Strategy. Focusing on the fast-growing "takeoff" phase of a company, the hosts unpack the next 3 powers: network economies, scale economies, and switching costs. From Waze’s billion-dollar acquisition and Costco’s razor-thin retail machine to the sticky software running your local restaurant, they explore what it actually takes to build an unbeatable moat as you scale.TakeawaysLeverage network velocity: Build products where every new user inherently increases value for all existi...
2026-08-21
24 min
Dru's Notes
The 10,000 Hour Rule Counts the Wrong Thing | Daily Essay
James Dyson built the same vacuum cleaner 5,127 times in an unheated coach house while his wife taught school to cover the mortgage. Four years on one problem bought him a position nobody else could follow him into, and the same shape shows up in a Michigan State lab, a Johns Hopkins operating room and a Toyota plant. Featuring: James Dyson, Nassim Nicholas Taleb, Richard Lenski, Vivien Thomas, Alfred Blalock, Hamilton Helmer Watch on YouTube Read the full post Brought to you by: Trends.vc: Discover new markets and opportunities.
2026-08-07
02 min
Hat & Tat
Hat & Tat | 7 Powers and Hamilton Helmer
Craig and Steve break down Hamilton Helmer’s cult-classic book, 7 Powers: The Foundations of Business Strategy, in the first of a three-part series. Zooming in on the "origination phase" of a startup, they unpack two of the seven powers: counterpositioning and cornered resources with real-world examples—ranging from Jack Bogle turning the wealth management industry upside down to microscopic tin drops getting vaporized by ultra-powerful lasers.TakeawaysCounterposition against incumbents: Adopt a superior business model that established competitors literally cannot copy without torching their own primary revenue streams.Exploit institutional blind spots: Targ...
2026-08-07
19 min
Dru's Notes
I Run Every Business Idea Through These 11 Filters
I've run hundreds of business ideas through 11 pass-or-fail filters. HeadsUp, Multi and Charm survived. Each filter covers personal use, daily frequency, platform potential, counter-positioning, portfolio fit, energy, revenue proximity, marginal costs, market size, passive value and evidence of demand. Featuring: Sam Altman, Hamilton Helmer Watch on YouTube Read the full post Brought to you by: Trends.vc: Discover new markets and opportunities. HeadsUp: Know when your competitors move. Before your customers do. Multi: Turn any content into a YouTube video. Where to find...
2026-03-28
02 min
StockPod: Over Beleggen Gesproken
De 7 krachten achter kwaliteitsbeleggen
In deze aflevering van Over Beleggen Gesproken gaan Peter, Marijn en Chris dieper in op één centrale vraag: wat maakt een bedrijf écht kwalitatief sterk voor de lange termijn?Aan de hand van het gedachtegoed van Hamilton Helmer en zijn boek Seven Powers bespreken zij hoe bedrijven duurzame concurrentievoordelen opbouwen, en waarom juist die voordelen essentieel zijn voor voorspelbaar rendement.We staan stil bij het verschil tussen tijdelijk succes en structurele kracht. Wat zorgt ervoor dat een bedrijf niet alleen vandaag goed presteert, maar ook over tien, dertig of zelfs honderd jaar relevant blijft? En hoe ver...
2026-01-28
43 min
The InnoGuide Podcast
#072 Seven Powers by Hamilton Helmer
In this episode number 72, we'll be sharing Seven Powers by Hamilton Helmer.
2025-12-12
41 min
In Depth
Starting an education giant in a “bad market” | ClassDojo’s story | Sam Chaudhary (Co-founder and CEO)
Sam Chaudhary is the co-founder and CEO of ClassDojo, a multi-product education platform used in 95% of U.S. schools and over 180 countries globally to connect teachers, students, and families. In this episode, Sam shares the full arc of building ClassDojo, from early skepticism about education and a failed group-making tool, to creating a communication platform loved by millions. In this episode, we discuss: Why ClassDojo was built for consumers (teachers, students and parents) instead of schools How ClassDojo grew entirely by word-of-mouth Sam’s unusual approach to building multiple new businesses The founder mindset required to bu...
2025-09-03
1h 12
BookTalk: Finance
7 Powers: The Foundations of Business Strategy - Unlocking Enduring Business Success
Ever wondered why some companies dominate their markets for decades while others fade away? Hamilton Helmer's "7 Powers: The Foundations of Business Strategy" reveals the seven critical sources of enduring competitive advantage that truly build industry giants. In this compelling book talk, we'll dive into each "power"—from Scale Economies and Network Effects to Branding and Cornered Resources—breaking down what they are, how they work, and how companies can intentionally cultivate them. If you're an entrepreneur, investor, or strategist looking to understand the core drivers of long-term profitability and market leadership, this is your definitive guide to recognizing and buil...
2025-08-13
07 min
BookTalk: Finance
7 Powers: The Foundations of Business Strategy - Unlocking Enduring Business Success
Ever wondered why some companies dominate their markets for decades while others fade away? Hamilton Helmer's "7 Powers: The Foundations of Business Strategy" reveals the seven critical sources of enduring competitive advantage that truly build industry giants. In this compelling book talk, we'll dive into each "power"—from Scale Economies and Network Effects to Branding and Cornered Resources—breaking down what they are, how they work, and how companies can intentionally cultivate them. If you're an entrepreneur, investor, or strategist looking to understand the core drivers of long-term profitability and market leadership, this is your definitive guide to recognizing and building powe...
2025-08-13
07 min
跑步書坊
7 Powers: The Foundations of Business Strategy 七種權力:企業策略的基礎
根據來源資料,漢密爾頓·赫爾默(Hamilton Helmer)在其著作《七種權力》(7 Powers)中詳列了七種持續競爭優勢的類型,他稱之為「權力」(Power)。這些權力類型包括:規模經濟(Scale Economies)定義: 指隨著生產量的增加,單位成本隨之下降的業務。效益(Benefit): 降低成本。例如,Netflix在原創和獨家內容方面的訂戶領先優勢,直接轉化為每個訂戶更低的內容成本。障礙(Barrier): 取得市佔率的成本過高,令潛在競爭者望而卻步。規模較小的公司若試圖透過降價來搶佔市佔率,領導者會利用其優越的成本地位進行反擊,導致這些舉動最終會損害其價值。例子: Netflix的串流業務,透過原創和獨家內容將內容成本轉為固定成本,並隨著訂戶數量的增加而降低單位成本。Intel在微處理器業務中也發展了規模經濟。網絡經濟(Network Economies)定義: 指產品對客戶的價值隨著其用戶基礎的擴大而增加的業務。效益: 處於領導地位的公司可以由於更多用戶而收取更高的價格。障礙: 取得市佔率的成本極高,令人難以想像。追隨者的價值劣勢可能非常大,以至於需要提供的價格折扣是不可想像的。例子: LinkedIn和Facebook的成功基於網絡效應。其他例子包括IBM大型主機、Microsoft作業系統、施坦威鋼琴和交易所交易基金。反向定位(Counter-Positioning)定義: 新進入者採用一種新的、更優越的商業模式,而現有業者因為預期會損害其現有業務而不願模仿。效益: 新的商業模式由於成本較低和/或能夠收取更高價格而優於現有業者的模式。障礙: 現有業者模仿新模式會導致其現有業務的附帶損害。現有業者經過深思熟慮,認為新模式所帶來的潛在收益不足以抵消對其現有業務造成的損害,因此選擇不予回應。例子: Vanguard透過低成本的被動指數基金挑戰傳統主動式資產管理公司(如富達投資)。Netflix對Blockbuster的挑戰。轉換成本(Switching Costs)定義: 客戶轉換到替代供應商進行額外購買時預期會產生的價值損失。效益: 能夠向現有客戶的後續產品或服務收取比競爭者更高的價格。障礙: 競爭者必須補償客戶的轉換成本才能提供同等產品,這使得挑戰者難以進行競爭。例子: 企業資源規劃(ERP)軟體供應商如SAP,客戶一旦投入使用後,更換系統的成本非常高昂,包括財務、程序和關係方面的成本。品牌(Branding)定義: 由於銷售商的歷史資訊,對客觀上相同的產品賦予更高價值的持久屬性。效益: 能夠收取更高價格,因為品牌能夠引起客戶的積極情感(情感價值)和/或降低不確定性(對產品品質的一致性有信心)。障礙: 強大的品牌需要長時間持續的強化行為才能建立起來(滯後效應),這本身就是一個關鍵障礙。例子: 蒂芙尼(Tiffany & Co.)透過其悠久的歷史、精湛的工藝和精心策劃的形象,成功維持了比其他珠寶商更高的價格溢價。壟斷資源(Cornered Resource)定義: 以具吸引力的條件優先取得稀有資產,並且該資產能夠獨立提升價值。效益: 該資源能夠生產出特別吸引人的產品(卓越的交付物)或提供其他獨特優勢,如專利、所需投入或成本節約的生產方法。障礙: 這種權力來自於「法令」(Fiat),不是基於持續的互動,而是透過法令(例如:專利法、財產權)或個人選擇而確立。例子: 皮克斯(Pixar)的「大腦信託」(Brain Trust)團隊,其獨特的才能和凝聚力是皮克斯持續成功的關鍵壟斷資源。藥品專利是品牌藥業的基礎。流程能力(Process Power)定義: 嵌入公司內部組織和活動集合,能夠實現更低成本和/或更優質產品,而這種能力只有透過長期投入才能被匹敵。效益: 透過組織內部的流程改進,提升產品屬性及/或降低成本。障礙: 這些流程改進難以複製,需要長時間的持續演進才能實現(滯後效應)。這種固有的速度限制源於流程的複雜性(涉及許多環節)和不透明性(組織知識多為隱性)。例子: 豐田汽車公司(Toyota Motor Corporation)的豐田生產系統(TPS),這使其能在數十年內維持卓越的品質和成本效益,而其他公司難以模仿。 留言告訴我你對這一集的想法: https://open.firstory.me/user/cjm5zn10u2oek073490k77pl0/comments Powered by Firstory Hosting
2025-07-02
10 min
SaaSpasse
Ep.142 - Quand ta startup va mal (VC, crises & stratégies)
Aujourd’hui, je jase avec Guillaume Falardeau, investisseur et founder chez Leviat Legal, une firme légale spécialisée en tech, SaaS, et VC.—CHAPITRES :(0:00) Intro + présentation de Guillaume & Leviat Legal(2:36) L'évolution des term sheets VC depuis 2024(6:16) Embaucher et gérer du staff à l'étranger – do's and don'ts(8:12) Les erreurs entrepreneuriales et leurs conséquences(11:14) S'associer avec des experts ou influenceurs(15:41) Comment bien choisir son comité aviseur(23:45) Quoi faire quand la croissance n’est pas au rendez-vous(29:15) La menta...
2025-06-26
1h 24
ลงทุนแมน
วิเคราะห์ ชาติมหาอำนาจ ในมุม MOAT แต่ละประเทศ มีจุดเด่นอะไรบ้าง ? | ลงทุนแมนจะเล่าให้ฟัง
วิเคราะห์ ชาติมหาอำนาจ ในมุม MOAT แต่ละประเทศ มีจุดเด่นอะไรบ้าง ? | ลงทุนแมนจะเล่าให้ฟัง MOAT คือกำแพง หรือป้อมปราการของบริษัท ที่สามารถกันคู่แข่ง ไม่ให้แย่งลูกค้าจากธุรกิจไปได้ เวลานักลงทุนวิเคราะห์บริษัทใดบริษัทหนึ่งว่าแข็งแกร่งหรือมีศักยภาพแค่ไหน ก็มักดู MOAT เป็นปัจจัยสำคัญ โดยเครื่องมือยอดฮิต สำหรับการนำมาใช้วิเคราะห์ MOAT นั่นก็คือ 7 Powers หรือที่เรียกว่า “ขุมพลังทั้ง 7” ซึ่งถูกคิดค้นโดยคุณ Hamilton Helmer ซึ่งประเทศมหาอำนาจ มีขุมพลัง หรือมี MOAT อะไรที่โดดเด่นกันบ้าง เพื่อเรียนรู้ และเอามาปรับใช้กับเรื่องการลงทุน ลงทุนแมนจะเล่าให้ฟัง ALL-NEW CAMRY PROGRESS BEYOND PERFECTION ทดลองขับได้แล้ววันนี้ ที่โชว์รูมโตโยต้าทั่วประเทศ ขอใบเสนอราคา และสอบถามข้อมูลเพิ่มเติมได้ที่ https://www.toyota.co.th/quotation?model=camry #AllNewCamry #ProgressBeyondPerfection
2025-06-23
13 min
Village Global Podcast
Vibe Coding and The Rise of AI Agents with Amjad Masad and Yohei Nakajima
Amjad Masad (@amasad), founder and CEO of Replit, and Yohei Nakajima (@yoheinakajima), Managing Partner at Untapped Capital, joined Village Global partner Ben Casnocha for a live masterclass with Village Global founders.Takeaways:AI agents are rapidly evolving, with coding and deep research agents showing the most traction today. But general-purpose assistants are still brittle — trip-planning and high-context tasks remain hard.Replit Agent shows how quickly full-stack applications can be built today, sometimes in under an hour — even by non-technical users. What matters most isn’t a CS degree, it’s traits like curiosity, grit, an...
2025-06-20
58 min
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
TIP729: Mastering the Capital Cycle
In this episode, Clay explores the core ideas behind Capital Returns by Edward Chancellor and Marathon Asset Management. Based on decades of investing experience, the book uncovers the capital cycle framework, which reveals how capital flows, supply dynamics, and managerial incentives drive long-term investment outcomes. Whether you're a value investor, a portfolio manager, or simply curious about market cycles, this episode offers guidance for understanding the boom and bust nature of cyclical industries. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:31 - How the capital cycle explains boom and bust industry dynamics. ...
2025-06-13
1h 11
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
TIP727: 7 Powers by Hamilton Helmer
In this episode, Clay explores Hamilton Helmer’s 7 Powers framework, breaking down each of the seven sources of enduring competitive advantage. While companies all over the world offer benefits and value to society at large, few have barriers in place that prevent competitors from easily replicating those advantages. Whether you’re an investor or business operator, this episode is an essential listen to understand the critical ingredients for long-term success in business. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:34 - What it means for a company to have Power. ...
2025-06-06
1h 13
RiskReversal Pod
Tech Wreck Scar Tissue & AI Hype with Steve Milunovich
Dan Nathan is joined by seasoned analyst Steve Milunovich. Steve, who has a rich history as a sell-side analyst at Merrill Lynch and other institutions, discusses the various technological waves spanning from the centralized computing era of mainframes to the current generative AI boom. They dive deep into the historical context of tech market cycles, including the dot-com bubble and the rise of mobile, social, and cloud computing. Steve shares his insights on the role of major tech giants like Microsoft, Google, Apple, and Nvidia in these cycles and the challenges of identifying future market leaders. The episode also...
2025-04-30
33 min
First Funders
S2E02: Before Clay Was a Unicorn: The First Check, the Thesis, and the Long Game - Andre Charoo, Maple VC
Canadians have been the lifeblood behind some of the biggest unicorn startups of the past few years (think Open AI, Uber, Slack, Instacart, Notion, Databricks, CloudFlare, Roblox, Ethereum, Moderna Health, and Clay to name a few), and yet no one talks about them, except for Andre Charoo. And he’s not just talking – he’s putting his money behind Canadian founders through his fund, Maple VC. Andre shares why he thinks Canadian founders are always a strong bet (and bonus points if they’re immigrants, too), what it’s like to wait over 7 years to see a pr...
2025-04-22
1h 14
All Things Product with Teresa and Petra
Iterating on Product Strategy
Topics Covered What is product strategy anyway? The myth of the “explicit strategy” in most companies What discovery tells us about implicit strategy How product teams influence (and challenge) strategy Why writing any strategy down is better than none Shifting from top-down to emergent strategy The role of product leaders: Think customer interviews, but with your teams Balancing long-term macro trends with day-to-day user discovery Strategy ≠ roadmap: Keeping your plan for winning alive and adaptive Case studies: Intercom, Spotify, and strategy-in-action Product teams as strategic sensors: Patterns, signals, and customer segments Building strategy into quarterly and annual planning cadenc...
2025-04-22
21 min
One of One
Strategic Power: A Conversation with Hamilton Helmer, author of 7 Powers, and Chenyi Shi
In this episode of One of One, Darren sits down with Hamilton Helmer—renowned author of 7 Powers—and his brilliant colleague Chenyi Shi for a deep dive into the architecture of enduring business success. 7 Powers is widely regarded as one of the most insightful and practical frameworks on strategy, offering a clear lens through which leaders can understand how to create persistent competitive advantage. Together, the trio unpacks the nuance behind strategic power, exploring how companies can build lasting value in significant markets. Whether you’re a founder, CEO, or simply passionate about business strategy, this conversation offers rich insights...
2025-04-03
59 min
SaaSpasse
Ep.130 - Samuel F. Poirier : Mercantile, Thiel Fellowship, USA vs CAN
Aujourd’hui, on jase avec Samuel F. Poirier, CEO chez Mercantile, le leader américain en carte de crédit verticalisées pour entreprises.Mercantile c’est ~100 millions de volume en transactions chaque année, 22M$ USD en VC et ~30 employés pré-acquisitionOn retrace son parcours : importer des roches à 14 ans, fusionner sa business de carte de débit Bitcoin avec Mt.Gox à 18 ans, miser trop tôt sur le VR et finalement la création de Mercantile.CHAPITRES(0:00) Intro + présentation de Samuel(5:00) C'est quoi Mercantile...
2025-04-03
2h 11
Funded Futures
Adam Schwab - Scaling Luxury Escapes & The Future of Travel
In this episode of Funded Futures, host Emily sits down with Adam Schwab, Co-Founder and CEO of Luxury Escapes, one of the world’s most recognized travel brands. Adam shares the fascinating story of how he pivoted from running a deals website to creating a multi-billion-dollar luxury travel business.They dive into the challenges of scaling, the role of AI in travel, and how Luxury Escapes stays ahead in a competitive industry. Adam also talks about hiring strategies, leadership lessons, and why agility and risk-taking are crucial for business success.As the host of The Co...
2025-02-26
55 min
Libros para Emprendedores
📖 Las 7 Potencias de Tu Negocio - Un Resumen de Libros para Emprendedores
En el mundo empresarial, muchas veces el crecimiento es visto como una carrera constante, un esfuerzo incansable por mantenerse a flote en un mercado competitivo.Pero ¿y si en lugar de simplemente crecer, pudieras construir una ventaja competitiva duradera que te permita defender tu negocio a largo plazo?En este episodio analizo el libro 7 Potencias de Tu Negocio (7 Powers, 2016) de Hamilton Helmer, una guía estratégica que revela las 7 potencias que pueden convertir tu negocio en un titán resistente a la competencia. Desde encontrar el Product-Market Fit, hasta crear Economías de Red y esta...
2025-02-24
56 min
Libros para Emprendedores
📖 Las 7 Potencias de Tu Negocio - Un Resumen de Libros para Emprendedores
En el mundo empresarial, muchas veces el crecimiento es visto como una carrera constante, un esfuerzo incansable por mantenerse a flote en un mercado competitivo.Pero ¿y si en lugar de simplemente crecer, pudieras construir una ventaja competitiva duradera que te permita defender tu negocio a largo plazo?En este episodio analizo el libro 7 Potencias de Tu Negocio (7 Powers, 2016) de Hamilton Helmer, una guía estratégica que revela las 7 potencias que pueden convertir tu negocio en un titán resistente a la competencia. Desde encontrar el Product-Market Fit, hasta crear Economías de Red y esta...
2025-02-24
56 min
Sam's Summaries
7 Powers: Deep Dive Discussion
Discover essential strategies for achieving lasting success in business with "7 Powers."This episode is a discussion based on Sam Fury’s summary of the book “7 Powers” by Hamilton Helmer. It was created with the help of AI. Get Sam’s original summaries, any of Sam’s books, and other exclusive content for FREE atwww.SamFury.com.Buy this book on Amazon:https://amzn.to/4hhq0T8If you have any requests for book summaries, let me know in the comments!
2025-02-19
08 min
Investing Compass
Mark won't hold these assets
We go through a list of the assets that Mark doesn't hold. We get asked constantly about what's in our portfolio, but sometimes we find it even more insightful to explore what is deliberately excluded. You're able to find the full version of Mark's article here. How a huge ASX winner upset the odds: Many of the stock market's biggest winners come from companies that manage to dominate an important emerging industry. Australia's Car Group is one such company, yet its ascent was anything but likely. In the latest edition of his Bo...
2025-01-25
23 min
Podsights
7 Powers: The Seven Strategic Paths to Business Success
This Podsight is composed of excerpts from Hamilton Helmer's book, "7 Powers," including forewords and an introduction. The book introduces a framework for understanding and achieving lasting competitive advantage in business, focusing on seven "powers": Scale Economies, Network Economies, Counter-Positioning, Switching Costs, Branding, Cornered Resources, and Process Power. The excerpts detail each power, illustrate them with case studies (e.g., Netflix, Intel, Pixar, Toyota), and explain how these powers interact with industry economics and competitive positioning to create durable value. Numerous endorsements from prominent CEOs and investors highlight the book's significance and practical application in business strategy.
2024-12-21
40 min
Growthaholics, por Pedro Waengertner | Inovação, negócios e empreendedorismo
#269 - Como escolher o canal de vendas certo para minha startup?
O papo desse episódio é todo pra você, empreendedor! Queremos te ajudar em um ponto crucial para as startups: como escolher o canal de vendas certo! Essa definição pode ser decisiva para o crescimento do negócio, e vamos explorar as várias estratégias, canais e novas oportunidades do mercado. Para enriquecer esse papo, Pedro Waengertner trouxe dois ACErs com visões complementares sobre esse tema. Carol Dallacorte, fundadora da PackID, que agora atua como Head of Portfolio na ACE Ventures, trazendo uma perspectiva prática e atual do m...
2024-11-21
56 min
Energy Transition Solutions
A Hot Opportunity: Residential Water Heating with Michael Rigney | Cala Systems | Ep 171
Summary In this episode of the Energy Transition Solutions Podcast, Joe Batir interviews Michael Rigney, CEO of Cala Systems, about the innovative heat pump water heater designed for residential use. Michael discusses the inefficiencies of current water heating methods, the economic implications of energy consumption, and how intelligent systems can optimize water heating for cost savings and environmental benefits. The conversation delves into the technology behind heat pumps, their operational efficiency, and the future of water heating solutions in the context of energy transition. In this conversation, Michael Rigney discusses the innovative technology behind heat pump water...
2024-11-13
49 min
The Intersection Magazine Podcast
October 2024 Magazine Audio Summary Drives, Business Strategy and Intellectual Property
In this episode we complete the piece in which we differentiated between SSDs and HDDs from price, to durability to reliability and more. We also reviewed Hamilton Helmer’s Seven Powers. We talked about Tanzania and Zanzibar’s approach to IP Law and the contribution of a Leading Law Firm Breakthrough Attorney’s as well as the Tanzania Startup Association. Finally we combined the use of generative AI to glean insights from a poppular business strategy book for two personal businesses Podcasting and Magazine Publishing. Listners are welcome to experiment with these tools to derive some ideas about better strate...
2024-10-24
17 min
Investing by the Books
#63 Simon Kold: On the Hunt for Great Companies
Simon Kold is the founder of the Denmark-based investment firm Kold Investments and was previously at Novo Holdings, one of the world’s largest investment organizations. Our conversation focuses on Simon’s upcoming book, On the Hunt for Great Companies, which details how to determine business quality. We cover the aspects we find the most interesting and encourage everyone to buy the book and read it in full. The book will be released on 29 October 2024.For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to h...
2024-10-15
1h 14
Absorb A Full Audiobook That Is Simply Riveting.
7 Powers by Hamilton Helmer
Please visithttps://thebookvoice.com/podcasts/2/audible/7610to listen full audiobooks. Title: 7 Powers Author: Hamilton Helmer Narrator: Joel Richards Format: mp3 Length: 4 hrs and 49 mins Release date: 10-09-24 Ratings: 4.5 out of 5 stars, 206 ratings Genres: Management & Leadership Publisher's Summary: 7 Powers breaks fresh ground by constructing a comprehensive strategy toolset that is easy for you to learn, communicate, and quickly apply. Drawing on his decades of experience as a business strategy adviser, active equity investor and Stanford University teacher Hamilton Helmer develops from first principles a practical theory of strategy rooted in the notion of power, those conditions which create the potential...
2024-10-09
4h 49
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
TIP656: Mastering Stock Selection with an Investment Checklist w/ Clay Finck
On today’s episode, Clay offers a detailed guide on creating an investment checklist to help you avoid picking losing stocks. An investment checklist, paired with thorough fundamental analysis, is crucial for making informed and intelligent decisions in the investing world. Great investment opportunities are rare, and a well-crafted checklist is key to distinguishing exceptional companies from mediocre ones.IN THIS EPISODE YOU’LL LEARN:00:00 - Intro01:44 - Why fundamental research is essential to invest successfully.04:47 - How to generate new investment ideas.06:47 - How to unde...
2024-08-30
1h 18
The Investing for Beginners Podcast - Your Path to Financial Freedom
Investing Lessons from Seven Powers: Analyzing Moats and Competitive Advantages
Hey there, beginner investors! In this episode of The Investing For Beginners Podcast, host Dave explores Hamilton Helmer's "Seven Powers" framework for sustainable competitive advantage. The seven powers include Scale Economies, Network Economies, Counter Positioning, Switching Costs, Branding, Cornered Resource, and Process Power, with real-world examples like Netflix and Amazon.00:00 Experienced consultant, author, and teacher in strategy.05:14 Companies gain competitive advantage through superior processes.09:29 Netflix's growing subscriber base bolstered investment.10:47 Netflix grows value through data and content.17:42 Amazon's distribution network and process power unparalleled.20:56 Microsoft transitioned to...
2024-08-12
36 min
Jong Beleggen, de podcast
172. De zeven competitieve krachten | € 402.000
Een competitief voordeel ontstaat niet uit het niets - there’s a method to the madness. Operationele excellentie en de juiste strategiekeuzes zijn de basis. In het boek 7 powers definieert Hamilton Helmer welke krachten aan de basis liggen van competitieve voordelen. We bespreken ze met voorbeelden als Salesforce, AirBnB, Netflix en nog veel meer. Pim heeft een verzekeraar aangeschaft en er is een grote portfolio-update, met zomeractie!► Uitgebreide show notes en achtergrondinformatie: https://jongbeleggendepodcast.nl/172-de-zeven-competitieve-krachten► Word Vriend: https://portfoliodividendtracker.com► Updates via Instagram: https://www.instagram.com/jongbeleggen► Mijn volledige portfolio...
2024-07-25
56 min
Lenny's Podcast: Product | Career | Growth
5 essential questions to craft a winning strategy | Roger Martin (author, advisor, speaker)
Roger Martin is one of the world’s leading experts on strategy and the author of Playing to Win, one of the most beloved books on strategy. He’s written extensively for the Harvard Business Review; consulted for dozens of Fortune 500 companies, including P&G, Lego, and Ford; and written 11 other books. In our conversation, we discuss:• The five key questions you need to answer to develop an effective strategy• Why most companies get strategy wrong• How to avoid “playing to play” instead of playing to win• Real-world strategy examples from Procter & Gamble...
2024-07-25
1h 22
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
TIP646: How To Understand A Business Like A Pro w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses a book that is near and dear to Warren Buffett’s heart, Common Stocks and Uncommon Profits by Philip Fisher. He’ll discuss why the book was so influential on Warren’s transition towards quality businesses, why going deep into a business is vital to successful long-term investing, specific ways to learn more about a business, it’s management, and its products, how to create your own business grapevine to monitor your investments, details on how Philip Fisher’s investing philosophy and how it developed, and a whole lot more!IN...
2024-07-21
1h 09
Tech Talks Daily
Unlocking Startup Potential: Driving Product Adoption and Retention
Are you an aspiring entrepreneur looking for insights on how to navigate the tech startup world? In our latest episode of Tech Talks Daily, I had the pleasure of interviewing Luke Diaz, the founder of DBT Ventures, an angel investment fund dedicated to supporting underrepresented founders. Luke brings a wealth of experience leading customer success teams and has been instrumental in helping several startups scale from single-digit millions to over $100M in ARR. In our conversation, Luke delves into the challenges and opportunities for startups seeking funding. He shares valuable strategies on how to quantify your startup's p...
2024-06-09
25 min
Tropical MBA: Entrepreneurship & Founder Lifestyle
#758 - The Secret Weapon to Pricing Power
Dan and Ian explore the concept of power in business and how businesses can transition from being a grind for the owner to having sustainable pricing power. Derived from the book 'Seven Powers' by Hamilton Helmer, they delve into the idea of cornered resources as a source of power and discuss examples of cornered resources such as patents, unique brain trust, and exclusive partnerships. You’ll be challenged to consider how you can identify and leverage counter positioning, networked effects, distribution, and brand to sustain margins and pricing power over time. This is an...
2024-06-06
42 min
Lenny's Podcast: Product | Career | Growth
Business strategy with Hamilton Helmer (author of 7 Powers)
Hamilton Helmer is one of the world’s leading experts on business strategy and the author of the seminal book 7 Powers: The Foundations of Business Strategy, which provides a comprehensive framework for understanding what it really takes to achieve and sustain a competitive advantage. With more than three decades of experience in the strategic consulting industry, Hamilton has advised over 200 companies—from burgeoning startups to Fortune 100 giants—on how to identify, build, and leverage their unique strategic powers. In our conversation, we discuss:• Potential sources of power that startups should develop from an early stage• Common mis...
2024-05-05
1h 08
Engineering Founders
Testing venture-scale ideas, identifying your competitive edge & devtool trends w/ Lee Edwards @ Root Ventures
Lee Edwards, General Partner @ Root Ventures, shares insights on identifying your competitive edge, recommendations for differentiation, and how to make sure your business is venture-aligned. He discusses his transition from eng leadership into the venture capital world, sharing advice on ideation for early-stage founders who are still developing their product & deciding which version of an idea to pursue. Lee also shares how to navigate risks as a founder, tips for expanding your product’s niches, how generative AI growth will impact DevTool development, and how to maintain conviction when faced with discouragement head on.ABOUT LEE EDWARDS
2024-04-18
41 min
Hallway Chat
AI Models. Weighing the chances of commodity vs differentiation.
This week is a discussion of the points of differentiation vs commodification in various AI models. Including how these points might change over time, and might change between language, image, and video models. Then Fraser pivots to orienting around jobs to be done in AI, and how the various models have a huge gap between being capable of doing something, and doing it well. We then talk about Claude 3, the nature of benchmarking, and the rapid dropping LLM prices. Lastly, we cover a startup subject, debating the merits of SAFE (Simple Agreement for Future Equity) vs. priced e...
2024-03-23
37 min
Founder's Journal
7 Powers: The Foundations of Business Strategy
Episode 115: Today’s essay breaks down one of the best business strategy books I’ve ever read.Startup founder Abi Tunggal breaks down 7 Powers by Hamilton Helmer, which is a book about the seven proven business strategies that lead to sustained competitive advantage for companies. By the end of this episode, you’ll understand each of these strategies, why they created powerful moats, and examples of companies (like Apple, Netflix, Costco, and Tiffany & Co) that have won their market by executing on one or several of the seven powers.Original essay: https://tyastu...
2024-03-04
27 min
The Investing for Beginners Podcast - Your Path to Financial Freedom
IFB336: Navigating Investment Strategies - Diversification vs. Sector Focus
Welcome to The Investing for Beginners Podcast, I'm Dave, joined by Andrew. In episode 336, we tackle the myths around imitating investment giants like Warren Buffett and emphasize forging your own path in the financial markets.We debate the merits of diversification vs. selecting top-tier businesses, with Andrew sharing his personal investment principals and sectors to avoid. We also examine the intricacies of capital spending and R&D investments, underscoring the success stories of Microsoft and Apple to illustrate our points.Later, we discuss evaluating management quality and competitive edge in the market, sprinkling in resources...
2024-02-29
41 min
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
TIP600: Business Durability and Strategy Masterclass with Hamilton Helmer
On today’s episode, Kyle talks to Hamilton Helmer about the power of being an educator and how it’s helped him improve at strategy and investing, the differences between power and operational excellence, how he formulated his 7 powers, a deep dive into all 7 powers, updated case studies of some of the powers, why barriers are so important when benefits are much easier to find.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro01:41 - How Hamilton uses his knowledge of strategic consulting to invest in companies with durable competitive advantages.01...
2024-01-14
44 min
Enter the Boardroom
53. Hamilton Helmer - Strategy: how boards can use the “7 Powers” to sustain performance in the face of competition
How can boards help businesses keep hold of the value they create? In “7 Powers: The Foundations of Business Strategy”, Hamilton identifies seven powers organisations can develop to protect themselves from competition. Listen to his conversation with Nurole CEO Oliver Cummings to discover how you can use them as a board member. Hear Hamilton’s answers to: Why are your insights in 7 Powers relevant to board members? (1:58) How do the best boards define strategy? (5:20) How can they use the 7 Powers to inform their strategic input? (13:01) How can boards understand their competitors’ power? (16:51) How can...
2024-01-11
53 min
Animales Financieros
60 - Lo que debes saber antes de invertir en una acción con Diego Grove (Farellones Capital)
Invertir en acciones individuales no es para cualquiera. En realidad lo podemos hacer todos, pero solo pocos lo harán bien. Para ser exitosos hay que invertir mucho tiempo, cabeza y energía en entender los modelos de negocios y el management. No basta con ver los Estados Financieros, hay que dejar los pies en la calle tratando de entender todo lo que sea necesario para aumentar las posibilidades de lograr realizar una buena inversión. Diego dedica su vida a esto y nos cuenta parte de sus secretos. U...
2023-10-03
1h 18
Hearts & Minds Podcast
Understanding the 4 pillar framework underpinning a high conviction strategy | TDM Growth Partners
In this episode, CIO Charlie Lanchester engages with TDM Growth Partners, a HM1 Core Fund Manager. Meet Ed Cowan, a former Australian Cricketer with a knack for investing, and Fraser Christie, a tech investing aficionado. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio - Guzman y Gomez and Rokt. Ed discusses the art of building high-performing teams, while Fraser shares his expertise in supporting tech startups. Whether you're an investor or simply curious about finance, this episode offers a wealth of knowledge. This is a Hearts & M...
2023-10-03
50 min
Tropical MBA: Entrepreneurship & Founder Lifestyle
#714 Profit vs. Revenue and the Inside Scoop on Events for Founders
Dan and Ian give the inside scoop about their upcoming events strategy and the realization that prompted them to relaunch their hiring search not for an events planner but a business-minded community organizer. In light of resetting the event strategy for 2024, Dan also chats with the DCx London hosts Seonaid Beckwith, Noel Andrews, and John Ainsworth about how they pulled off one of the best all-time DC events in London last month. They also give their thoughts in response to a listener's email: should you optimize for revenue growth, profit growth, or both? Dan and...
2023-08-10
1h 14
Unquestioned with Louis & Willem
E23: WHAT IS A MOAT?
In this episode of the Unquestioned podcast, hosts Louis Debaere and Willem Himpe dive into Hamilton Helmer's book, "The 7 Powers," discussing the different types of moats that startups can build to gain a competitive edge. From economics of scale to process power, they explore how each type of moat can help startups stay ahead of the competition.
2023-07-22
14 min
"Age of Miracles"
The Unbearable Heaviness of Being Positioned
LINK TO ESSAY: Google isn’t facing the Innovator’s Dilemma; it’s just so deeply Positioned in search that it’s been a sitting duck for the first superior technology or business model strong enough to take it on. Positioning is the flip side of one of Hamilton Helmer’s 7 Powers, counter-positioning: “A newcomer adopts a new, superior business model which the incumbent does not mimic due to anticipated damage to their existing business.” As Helmer points out in the book, counter-positioning is distinct from disruptive innovation. Similarly, Positioning is distinct from the Innov...
2023-04-24
37 min
Acquired
Hamilton Helmer & Chenyi Shi on How to Build an AWS-Like Second Business
7 Powers author Hamilton Helmer and his Strategy Capital colleague Chenyi Shi join us again to discuss their latest research on a topic that’s highly relevant to the recent Acquired canon: how to build a second business line. This incredibly important “transforming” question faces every great company who has achieved initial product success (as well as their investors). Do we continue solely along the established path, or do we attempt to grow new branches on the tree? Some companies grow new businesses with tremendous success — Amazon and AWS, Nintendo and video games, Nvidia and CUDA — yet many others fail miserably...
2023-04-04
1h 23
科技報橘
掌握商業世界生存法則!《7大市場力量》帶你維持長期競爭優勢|全新一本 EP12
在競爭激烈、弱肉強食的商業世界裡,該如何維持長期競爭優勢? 本集〈全新一本〉挑選《7大市場力量:商業策略的基礎》這本書,內容特別適合所有企業經營者、決策者、創業家、企業二代聆聽。 深度策略(Deep Strategy)顧問公司創辦人 Hamilton Helmer ,曾為 Netflix、Spotify 等大客戶主持超過 200 項策略計畫,總結他 30 多年顧問經驗,提供負責研擬策略的企業人士,一個清晰的策略架構——「七種市場力量」。 當企業享有卓越的經濟效率,就會出現長期競爭優勢,稱為「市場力量」 。只要理解市場持久獲利動能,並知道要建立 「什麼」市場力量以及「何時」建立,就可以創造出無限的策略,在自己的業務中獲得更長期的利潤和價值。 主持人戴季全在本集節目中,為聽眾介紹 7 種靜態,以及 2 種動態市場力量,讓你快速掌握本書重點。在讀完書後,你便能用全新的視角檢視過去所有你讀過的商業故事,同時激發出新的商業靈感。 ➢ 《7 大市場力量》已在博客來等各大通路上架,了解更多書本資訊請見連結:https://bit.ly/3jjWcw8 - 🔐 報名 2/21 資安免疫系統強化論壇,提升資安免疫力 https://reurl.cc/aa22VD -- Hosting provided by SoundOn
2023-02-12
14 min
The Engineering Leadership Podcast
Engineering Founder’s Takeover: Top-down / Bottoms-up sales strategy, pricing, and enterprise product adoption w/ Abi Noda #110
This is a special episode from our new show “Engineering Founders” - Should you build B2C or B2B? What about implementing a top-down or a bottoms up sales strategy? How do you think about pricing? These are many of the dilemmas early founders face in the early stages. We sit down with Abi Noda to explore his experiences co-founding DX and Pull Panda and examine the differences, trade-offs and considerations behind building for consumer vs. B2B, pricing, early sales and product adoption strategies! For more episodes of Engineering Founders, subscribe here: https://engineering-founders.simplecast.com/P...
2022-12-20
50 min
Discover the Best Audio Stories in Fiction, Historical
Lady Be Good: The Life and Times of Dorothy Hale by Pamela Hamilton
Please visithttps://thebookvoice.com/podcasts/1/audiobook/590331to listen full audiobooks. Title: Lady Be Good: The Life and Times of Dorothy Hale Author: Pamela Hamilton Narrator: Saskia Maarleveld Format: Unabridged Audiobook Length: 8 hours 30 minutes Release date: December 6, 2022 Genres: Historical Publisher's Summary: A moving portrait of Dorothy Hale, the legendary 1930s socialite immortalized in one of Frida Kahlo’s most celebrated paintings. Winner of the National Indie Excellence Awards, Pamela Hamilton delivers glamour, romance, tragedy, a close and stormy friendship with famed playwright and Vogue and Vanity Fair editor Clare Boothe Luce and the enchanting story of a woman navigating a world of...
2022-12-06
8h 30
Engineering Founders
Top-down / Bottoms-up sales strategy, pricing, and enterprise product adoption w/ Abi Noda
Should I build B2C or B2B? Should we implement top-down or a bottoms up sales strategy? How do we think about pricing? These are many of the dilemmas early founders face in the early stages. We sit down with Abi Noda to explore his experiences co-founding DX and Pull Panda and examine the differences, trade-offs and considerations behind building for consumer vs. B2B, pricing, early sales and product adoption strategies!ABOUT ABI NODAAbi Noda is the CEO and co-founder of DX, the world's first developer experience management platform. He was previously...
2022-11-17
49 min
Billy Marketing - Anyone can do marketing
7 forces for durable returns and corporate defense
What do Tesla, Apple, Netflix and Pixar have in common? They all apply a little-known concept called “7 Forces,” developed by author, strategist and Stanford professor Hamilton Helmer. By doing so, they create the conditions for sustainable returns and make the company defensible. This also shows that current performance is not an indicator of future success.
2022-09-16
11 min
Add To Cart: Australia’s eCommerce Show
CHECKOUT Aidan Corbett from Wayflyer | #215
In this episode of Add To Cart, we checkout Aidan Corbett, Co founder and CEO from Wayflyer. For those who haven’t heard of Wayflyer, they were founded in 2019 and today, have over 1,000 eCommerce customers all over the world. In this short amount of time, they have delivered $700m of funding for eCommerce businesses. They now have an office and a team in Sydney and have helped unlock growth for Australian eCommerce brands such as Stax, King Kong Apparel and Black Swallow. Links from the episode:ReissAll Saints7 Powers by Ha...
2022-08-18
06 min
Startups for Good
Adena Hefets, CEO Divvy Homes
Adena Hefets is the co-founder & CEO of Divvy Homes, a proptech company on a mission to make homeownership accessible to everyone. Today, Adena is one of the few female founders to reach double unicorn status and to be valued at approximately $2 billion.Adena set out to solve a problem she saw in the market: fewer people can afford to purchase a home today than two decades ago. To solve this, she came up with a new way to finance a home purchase through a rent-to-own model that allows renters to gradually build up ownership in their future...
2022-07-11
39 min
Discover the Best Audio Stories in Fiction, Historical
The Barchester Chronicles: Six BBC Radio 4 full-cast dramatisations by Anthony Trollope
Please visithttps://thebookvoice.com/podcasts/1/audiobook/582682to listen full audiobooks. Title: The Barchester Chronicles: Six BBC Radio 4 full-cast dramatisations Author: Anthony Trollope Narrator: Douglas Booth, Una Stubbs, Pip Carter, Maggie Steed, Hattie Morahan, Iain Glen, Blake Ritson, Pippa Haywood, Full Cast, Tim Pigott-Smith Format: Unabridged Audiobook Length: 17 hours 2 minutes Release date: July 7, 2022 Ratings: Ratings of Book: 5 of Total 1 Ratings of Narrator: 5 of Total 1 Genres: Historical Publisher's Summary: Six lavish BBC Radio 4 full-cast dramatisations of Anthony Trollope's much-loved novels, plus a bonus documentary about Trollope himself. Anthony Trollope's series of witty, gently satirical stories of provincial life are set in the...
2022-07-07
5h 02
Ethereum Audible
How to build moats in web3? The 5 powers framework || By Yehoshua Zlotogorski
"So beyond a token, how can web3 protocols and companies build competitive moats that help them capture part of the value they’re creating? Below is a ‘five power’ framework on moats that web3 projects can utilize, beyond tokens." As always, you can support the show by supporting and subscribing to Alpe Audio: 👉 Start learning with Alpe: https://link.alpeaudio.com/70to/d895de1 Want to learn on the go but need more depth than a podcast? Alpe is the app for you. It’s an audio education app that brings great in depth cours...
2022-06-28
22 min
The Cash Flow Chronicles- How to Make Your Money Work for You
IRR 43: Let's Talk Hard Money
The Investor Relations Real Estate Podcast Episode 43 - Let’s Talk Hard Money Host: Jonny Cattani Guest: Kevin AmolschProducer: April MunsonJonny Cattani is joined by Kevin Amolsch to discuss: Using hard and private money to fund your dealsKevin Amolsch is a successful real estate investor and hard money lender. He dove into business after spending 4 years in the US Army. Founde...
2022-06-01
26 min
Acquired
Platforms and Power (with Hamilton Helmer and Chenyi Shi)
We sit down once again with one of the world’s very best strategy thinkers, 7 Powers author Hamilton Helmer — this time joined by his impressive Strategy Capital colleague Chenyi Shi — to discuss platform businesses, and how the Power framework applies to them. If you’re building, investing in, or just curious about the dynamics of platforms, this episode is a must-listen. We owe a huge thanks to Hamilton and Chenyi for sharing their work-in-progress insights on this very special category of companies. Tune in!This episode has video! You can watch it on YouTube. Spon...
2022-04-06
1h 16
How to Win podcast with Peep Laja
Establishing authority via industry experience with Unqork’s Gary Hoberman
Key Points:Gary’s path to Unqork (01:13)Gary describes the competitive landscape of no code platforms (03:11)Why Gary and his team’s enterprise experience is such a big advantage (04:56)I discuss why going big is worthwhile when playing to win (07:41)Gary talks through the ups and downs of Unqork’s fundraising (09:33)I share my thoughts on handling early fundraising disappointment (12:06)I describe the advantages of making the customer your hero (16:03)How Unqork established themselves as the go-to for tier one customers (17:20)I unpack Unqork’s cornered resource moat (18:18)Gary explains how Unqork is defining a new space (19:33)How Unqork i...
2022-03-07
26 min
Tertulia y Dinero
EP25I T03I Impuesto a las transacciones en dólares, su efecto en la economía y hábitos de compra
Conversamos acerca del Impuesto a las Grandes Transacciones Financieras en Venezuela (IGTF), sus posibles efectos e implicaciones tanto para los consumidores como para los comercios. El impuesto a las transacciones en dólares en Venezuela es noticia, y los tertulios no podíamos dejar de analizar este tema. En primer lugar, conversamos acerca del IGTF, sus implicaciones y los efectos de su aplicación ¿Se aplicará a las remesas? ¿Se cobrará este impuestos en el caso de transacciones con tarjetas internacionales? ¿Qué hay de la fiscalización de este impuesto?¿Cuál es la verdadera intención del...
2022-02-28
31 min
Hablando con líderes
#34 - Pau Sabria: Emprendedor en serie e inversor tras vender Olapic por 130M$
RESUMEN Marc Antoni Macià entrevista a Pau Sabria, cofundador de Olapic, empresa adquirida por Monotype en 2016 por 130 M$. En este episodio, Pau nos habla de las diferencias entre emprender en EEUU o Europa, su vida después de la venta por 130 M$ de Olapic, su portfolio de inversión, ¡Y mucho más! DESCRIPCIÓN DEL PODCAST En el episodio número 34 de “Hablando con líderes” hablamos con Pau Sabria, emprendedor, inversor y cofundador de empresas como Remotely u Olapic, ésta última vendida por 130 M$. Después de dejar su carrera como co...
2021-12-21
1h 31
Acquired
7 Powers with Hamilton Helmer
You've heard us talk about him every episode for the past two years... but until now most of you have never actually heard us talk to him! We've remastered our first, canonical interview with Hamilton Helmer, originally released as an limited episode in March 2020. Hamilton’s 7 Powers framework gives a deep, academic investigation to the question, “what creates an enduring company?” This episode is an absolute must-listen for anyone working or investing in tech (and beyond), and we're so excited to finally make it available to everyone.Sponsors:Vanta: https://bit.ly/acquiredvantaServiceNow: https://bit.ly...
2021-12-08
55 min
Strategy Sessions
Strategy Sessions Marketing Podcast - Tom Critchlow
Tom does consultancy work for startups and media companies. He’s based in Brooklyn, writes a strategy blog and has created the SEO MBA. With a decade of experience in digital media, leadership and growth Tom is a strategic advisor and consultant for leaders who are seeking to gain clarity about their strategy and develop new initiatives. He works with clients like The New York Times, Google, Dotdash, Gartner, Etsy and Seatgeek. In this episode we discuss: Getting started in the marketing world as an SEO Moving to America to launch Distilled’s US...
2021-11-30
1h 05
How to Win podcast with Peep Laja
How Neha Sampat pivoted from services to SaaS to launch Contentstack
Key Points:Neha talks about how Contentstack grew from a gap in a stagnant market and embraced new technology clients needed (01:13)I give my thoughts on championing change, and encouraging clients to come with you (3:08)Neha talks about how they took a product-led approach, building features the established competition couldn't match (5:11)I give my thoughts on pulling together and improving existing technologies to build a better product (6:44)Neha discusses how Contentstack was spun out successfully by keeping it separate from the main services firm (8:28)I give my thoughts on the difficulties of transitioning from services to SaaS (09:41)Neha...
2021-11-15
36 min
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
296. Investing in Jerusalem, Applying Helmer's 7 Powers to VC, and Writing a Business Murder Mystery (Ben Wiener)
Ben Wiener of Jumpspeed Ventures joins Nick to discuss Investing in Jerusalem, Applying Helmer's 7 Powers to VC, and Writing a Business Murder Mystery. In this episode we cover: How difficult was it raising a fund to invest only in Jerusalem-originated startups? What do you say to critics who claim that "focusing only one one geo is too limiting?" Are there specific sectors or types of tech that are uniquely positioned to thrive in Jerusalem? What are the similarities and differences in raising a fund vs. raising funds for a startup? You've spoken before about the mismatch between supply...
2021-08-23
47 min
The Product Experience: a Mind the Product podcast
Getting to the bottom line of valuation - Giff Constable
Understanding your company's business model is a key skill for all product people - but understanding how that affects your company's valuation is what takes things to the next level. What are you maximizing for - and how does your pricing model impact that? We talked with Giff Constable (ex-Chief Product Officer, Meetup) about all this - and much more - for this week's podcast episode. Featured Links: Follow Giff on Twitter and LinkedIn|Giff's Website | Buy Giff's book Talking to Humans | Buy Giff's book Testing with Humans | Giff's Sci-Fi novel Becoming Monday | 7 Powers: The Foundat...
2021-07-21
46 min
Build Big Ideas
Strategy for Infrastructure Businesses, 7 Powers by Hamilton Helmer, Ep. 15
Strategy for infrastructure businesses is the focus of this episode of the Build Big Ideas podcast. Specifically, we begin by summarizing Hamilton Helmer's concepts from the book "7 Powers: The Foundations of Business Strategy." We then apply the concepts to various infrastructure businesses. Good businesses have power that their competitors can't access; bad businesses don't. The 7 powers are: scale, counter-positioning, switching costs, branding, cornered resource, and process power. Note that operational excellence is necessary, but not sufficient, to benefit from a power. Full show notes are available at buildbigideas.com ...
2021-05-30
48 min
The Swyx Mixtape
Why Creator Clones Fail [MKBHD]
Audio source: https://www.youtube.com/watch?v=Jl2ciIU4Qm4 (30 mins in)Blog version with better writeup: https://www.swyx.io/clones-failReply via tweet!Transcript:Why Clones Failswyx: [00:00:00] Something I love collecting examples of is the Innovator's Dilemma, which was coined by Clayton Christensen in his book on the Innovator's Dilemma. He really demonstrates how successful outstanding companies can do everything right, and still lose their market leadership, or even fail as new unexpected competitors rise and take over the market. And part of t...
2021-05-18
13 min
The NFX Podcast
The Founders' List: Mind the Moat: Notes on 7 Powers (written by Hamilton Helmer) from Flo Crivello (Founder & CEO Teamflow)
null This is The Founders' List - audio versions of essays from technology’s most important leaders, selected by the founder community. We’ve recently published a podcast and essay focused on Hamilton Helmer’s 7 Powers book, regarded as a core insight behind the success of companies like Spotify, Netflix, Stripe, and Twilio. For this episode of the Founders’ List, we’ll be sharing notes and personal thoughts on the book titled “Mind the Moat, a 7 Powers Review” by Flo Crivelo, Founder & CEO of TeamFlow. Read Flo's essay here - https://florentcrivello.com/index.php/2018/0...
2021-04-30
24 min
The NFX Podcast
The 7 Powers with Hamilton Helmer & Jeff Lawson
In this episode, James Currier, Jeff Lawson, and Hamilton Helmer delve into the importance of defensibility, the 7 Powers of strategy, and the role of inventiveness. They discuss network economies using Uber as a case study, examine scale economies, and explore the concept of Counter Positioning. They also discuss the challenges for incumbents adapting to new business models, the power of branding, and cornered resources. The episode ends with insights on process power and developing entrepreneurial power. In this special NFX Podcast episode, Jeff Lawson (Co-Founder & CEO at Twilio) interviews Hamilton Helmer to analyze the 7 Powers, getting at the core...
2021-04-29
36 min
Meu Primeiro Cheque: investimento-anjo & venture capital.
Os desafios de uma startup de hardware no Brasil. Com Igor Marinelli, CEO e founder da Tractian.
“Se você mesmo não está colocando sua grana, tem alguma coisa de errado no seu negócio”, comenta Igor Marinelli, Founder e CEO da Tractian. Ele e seu sócio, à época, iniciaram o negócio no "bootstrapping" e, para isso, ambos venderam os próprios carros para colocar dinheiro na empresa. Quando a empresa deu sinais de crescimento, os investidores apareceram. Um deles foi a Y Combinator, uma das maiores aceleradoras de negócios de tecnologia do mundo.A Tractian desenvolveu um hardware que, a partir de sensores inteligentes instalados em máquinas de plantas industriais, pe...
2021-03-29
35 min
Meu Primeiro Cheque
#6. Os desafios de uma startup de hardware no Brasil. Com Igor Marinelli, CEO e founder da Tractian.
“Se você mesmo não está colocando sua grana, tem alguma coisa de errado no seu negócio”, comenta Igor Marinelli, Founder e CEO da Tractian. Ele e seu sócio, à época, iniciaram o negócio no "bootstrapping" e, para isso, ambos venderam os próprios carros para colocar dinheiro na empresa. Quando a empresa deu sinais de crescimento, os investidores apareceram. Um deles foi a Y Combinator, uma das maiores aceleradoras de negócios de tecnologia do mundo.A Tractian desenvolveu um hardware que, a partir de sensores inteligentes instalados em máquinas de plantas industriais, permite o geren...
2021-03-29
35 min
The Education of a Value Investor
Jeremy Deal on Hamilton Helmer’s Book, 7 Powers, and Investment Research
In this episode, Guy Spier and Jeremy Deal speak about Hamilton Helmer’s Seven Powers and how Deal uses the framework in his own investment research as well as some of the major takeaways from this research. Finally, they discuss LinkedIn usage, informational podcasts and CEOs they both admire.Full transcript available here: https://aqfd.docsend.com/view/agr4ggjf2rsuijbuContents:Transitioning to Europe (00:01:29)Accessing Investment Research (00:06:12)Major Takeaways (00:16:30)Hamilton Helmer’s Seven Powers (00:24:29)The Past is Not Representative of the Future (00:32:11)Ad-T...
2021-03-03
1h 03
Not Boring by Packy McCormick
Beacons (Audio)
Welcome to the 1,176 newly Not Boring people who have joined us since last Thursday! If you aren’t subscribed, join 34,947 smart, curious folks by subscribing here: 🎧 To get this investment memo in your ears: listen on Spotify or Apple Podcasts.Today’s Not Boring is brought to you by… AmplitudeAmplitude is the leading product analytics software. It uses customer data to help over 40,000 digital teams at companies like Instacart, Microsoft, Adidas, and PayPal build great product experiences for sustainable growth.Now, I know that all of you are smart, and Amplitude...
2021-02-25
21 min
Abi Tyas Tunggal
7 Powers: The Foundations of Business Strategy by Hamilton Helmer
This episode is about 7 Powers by Hamilton Helmer. It’s my favorite book and strategy, and I hope by the end of this you realize why.Thank you for your interest, please leave a review for the show on your platform of choice along with any desired topics. This podcast can also be found on YouTube: https://www.youtube.com/watch?v=5wRU1iSLkrwTimestamps can be found below: Introduction - 0:40 Strategy Statics: Defining the 7 Powers - 3:23 Power 1: Scale economies - 4:33 Power 2: Network economies - 9:43 Power 3: Counter positioning - 11:56 Power 4: Switching costs - 16:16 Power 5: Br...
2021-02-20
28 min
The Tech Strategy Podcast
The Difference Between Competitive Advantages and 7 Powers (65)
This week’s podcast is my third on the well-known 7 Powers framework by Hamilton Helmer. I go through the last 4 of his 7 powers.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.His fundamental equation of value is:Value = M0*g*s*m = market scale * powerM0 is Market at time zero. g is growth. This is about targeting big and growing market opportunities.S is long-term persistent market share. How much of it you haveM is long term persistent margins. (operational margins after cost of...
2021-01-17
1h 01
The Tech Strategy Podcast
Economies of Scale and Switching Costs According to 7 Powers (64)
This week’s podcast is more on the well-known 7 Powers framework by Hamilton Helmer. I go through three of his 7 powers.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.His fundamental equation of value is:Value = M0*g*s*m = market scale * powerM0 is Market at time zero. g is growth. This is about targeting big and growing market opportunities.S is long-term persistent market share. How much of it you haveM is long term persistent margins. (operational margins after cost of capital)You can al...
2021-01-10
1h 01
The Tech Strategy Podcast
4 Problems with Michael Porter's 5 Forces (63)
This week’s podcast is on the well-known 5 Forces framework by Michael Porter. I go through some of its limitations and where I think it works best.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.Michael Porter's 5 Forces:Bargaining power of suppliersBargaining power of buyersThreat of SubstitutesBarriers to entry / threat of potential entrantsDegree of existing competitive rivalryRole of complements?My 4 problems with this are:It doesn’t work for dynamic and...
2021-01-03
57 min
The Tech Strategy Podcast
4 Problems with Hamilton Helmer’s 7 Powers (62)
This week’s podcast is on the well-known 7 Powers framework by Hamilton Helmer. I go through some of its limitations and where I think it works best.You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.Hamilton Helmer's fundamental equation for value creation and captureValue = M0*g*s*m = market scale * powerM0 is market size at time zero. This is about targeting big and growing market opportunities.S is long-term persistent market share.m is long term persistent margins (operational margins after cost of...
2020-12-27
59 min
THE DIGIBLE DUDE
EP57 - The 7 Powers - Branding
Welcome back to the Digible Dudes podcast. In today’s episode, David and Reid are here to talk about another interesting topic. Today’s episode is about what David and Reid learned from a book they read together: Seven Powers - The Foundations of Business Strategy by Hamilton Helmer. In the book, the author reviews seven things that drive company value, and in today’s episode, Reid & David dives into one of the most important of the seven: branding. Getting into the conversation, David and Reid talk about the seven powers of a company mentioned in the book a...
2020-12-10
1h 25
Infinite Learner
#9 - Jean de La Rochebrochard, Partner chez Kima Ventures - Des livres marquants pour d'incroyables leçons de vie
J'ai eu l'immense plaisir de m'entretenir avec Jean de la Rochebrochard, Partner chez Kima Ventures, le fonds le plus actif au monde en volume de deal, avec une centaine d’entrepreneurs financés chaque année. Jean a une personnalité atypique dans le monde du VC, n'ayant pas peur d'assumer et de porter ses convictions mais surtout connu pour être très engagé avec les entrepreneurs qu'il a financés. DANS CET ÉPISODE : Jean nous partage deux lectures très marquantes: - la première aborde la situation de soldats en zon...
2020-10-12
35 min
ACQ2 by Acquired
Recording -- 7 Powers Book Club Discussion with Hamilton Helmer
Hello ACQ2! We heard from several of you that Book Club recordings were hard to digest as Zoom recordings. So we stripped out the audio and are posting it here in podcast form. Thanks to all of you who made this a really special experience with Hamilton, and for those of you who weren't able to attend we hope you're able to get as much out of the recording as we did live!Sponsors:Koyfin: https://bit.ly/acquiredkoyfin-Ben & David
2020-08-19
1h 18
The European Startup Show
Chris Andrew, Chief Product Officer for Hearsay Systems on: How to Expand Internationally if Your Product Depends on Regulation; Biggest Mistakes Companies Make When Expanding
Show Notes:[1:15] - How Chris went from being the #1 employee at Hearsay to now being Chief Product Officer at Hearsay [4:22] - What does Hearsay do?[6:16] - How has the current pandemic affected Hearsay's business.[7:51] - What criteria did Hearsay consider when it decided to expand into Europe.[10:47] - How to prioritize different markets in Europe. How did you pick where to go?[12:40] - Was your strategy to go country by country or to all of Europe?[14:43] - How did you personally prepare before going to Europe?[18:36] - Given your product had a compliance element to it, how did y...
2020-06-10
35 min
Invest Like the Best with Patrick O'Shaughnessy
Hamilton Helmer – Power + Business - [Invest Like the Best, EP.174]
My guest today is Hamilton Helmer, the Co-Founder and Chief Investment Officer of Strategy Capital and the author of one of the best business books in history called 7 Powers, which is the topic of much of our conversation. He has spent his career as a practicing business strategist: advising companies, investing based on strategic insights and teaching strategy. In the last three decades, he has also utilized his strategy concepts as a public equity investor. In this conversation we cover all seven business powers, from counter-positioning to scale economies, and how companies earn and keep those powers. Any investor or b...
2020-05-19
1h 00
Invest Like the Best with Patrick O'Shaughnessy
Hamilton Helmer – Power + Business
My guest today is Hamilton Helmer, the Co-Founder and Chief Investment Officer of Strategy Capital and the author of one of the best business books in history called 7 Powers, which is the topic of much of our conversation. He has spent his career as a practicing business strategist: advising companies, investing based on strategic insights and teaching strategy. In the last three decades, he has also utilized his strategy concepts as a public equity investor. In this conversation we cover all seven business powers, from counter-positioning to scale economies, and how companies earn and keep those powers. Any investor o...
2020-05-19
1h 01
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: 7 Powers: The Foundations of Business Strategy: Deconstructing Economies of Scale, How To Assess True Market Size, Assessing Risk vs Uncertainty, What “Brand As Power” Really Means with Hamilton Helmer, Managing Partner and Chief Investment Offi
Hamilton Helmer is the Managing Partner & Chief Investment Officer @ Strategy Capital a long-only public equity fund that selects securities for investment based on Power Dynamics, a proprietary model of fundamental value, developed by Hamilton over decades of strategy consulting with clients such as Hewlett-Packard, Adobe and more. Hamilton is also the author of one of my favourite books, 7 Powers. If that was not enough, Hamilton is also an Instructor in the Economics Department @ Stanford University. In Today’s Episode You Will Learn: 1.) How Hamilton made his way into the world of investing from advising some of...
2020-05-18
38 min
ACQ2 by Acquired
Silicon Valley’s best kept secret: author Hamilton Helmer on strategy, power and sufficient conditions for building great, enduring companies
This episode is an absolute must-listen for anyone working or investing in technology companies today, and one we’ve been wanting to do for a long time. Hamilton is the author of 7 Powers, a book that’s considered the best strategy work on the market by such folks such as: Reed Hastings (who also wrote the forward), Daniel Ek, Michael Moritz, Peter Thiel, former CEO of Adobe Bruce Chizen, Patrick Collison from Stripe, Daphne Koller from Coursera, the dean of Stanford GSB Jonathan Levin and Pete Docter from Pixar. Yet amazingly, Hamilton and 7 Powers are still under the radar with...
2020-03-10
1h 06
Dans la tête d'un VC
#7 Jean de La Rochebrochard VC chez Kima : Sur le modèle de Kima, l'évolution du VC et de l'écosystème startups en France
// Découvrez mon nouveau projet : First Ticket Capital // Jean de La Rochebrochard est VC chez Kima Ventures depuis 2015, le fonds d'investissement de Xavier Niel avec lequel il fait une centaine d'investissements par an dont Payfit, Doctrine, Side, Alan ou encore Zenly. Il a commencé sa carrière en tant que leveur de fonds, puis il est arrivé chez The Family en 2013 où il a passé deux années avant d'avoir l'opportunité de devenir partner chez Kima. Dans cet épisode, vous allez apprendre : 1) Le p...
2019-09-16
38 min
Life Builders By Julie Hamilton
Chrissy Helmer: Daily Disruptors of Healthy Living
Hitler's invention, flouride, is "more toxic than lead but slightly less toxic than arsenic." On today's podcast, we explore this and other subtle forces affecting our health daily, even if we're not aware of them. In this totally off-the-cuff chat, we talked about EMF's (electromagnetic fields), causes of the current fertility crisis, water, quantum physics, the power of thoughts and words and why wellness is a 4 dimensional process. Strap on your seatbelt, because you're about to go for a ride that's going to challenge and maybe even change you! For more info on pursuing healthy living, check...
2019-06-06
48 min
Access Unmissable Full Audiobooks in Fiction, Historical
The Tubman Command: A Novel by Elizabeth Cobbs
Please visithttps://thebookvoice.com/podcasts/1/audiobook/360862to listen full audiobooks. Title: The Tubman Command: A Novel Author: Elizabeth Cobbs Narrator: Heidi Franklin Format: Unabridged Audiobook Length: 12 hours 12 minutes Release date: May 21, 2019 Ratings: Ratings of Book: 5 of Total 4 Ratings of Narrator: 5 of Total 1 Genres: Historical Publisher's Summary: From the bestselling author of The Hamilton Affair, a novel based on a thrilling chapter of Civil War history and African American history, how Harriet Tubman lead a Union raid to free 750 slaves. It’s May 1863. Outgeneraled and outgunned, a demoralized Union Army has pulled back with massive losses at the Battle of Chancellorsville. Fo...
2019-05-21
12h 12
Life Builders By Julie Hamilton
Heather Estebez: Calling, Connection & Confidence
How can women overcome their fears of connecting with other women? How can we enable each other to walk in the unique callings on our lives with confidence and without comparison? Heather Estebez tackles these questions and more in this week's podcast! Learn more about her testimony, why every person's reaction is not about us, her first super scary speaking assignment, doing it afraid, how walking in our true calling frees others to do the same, how to find your tribe, and why personality is never an excuse for poor behavior! You will also get to hear about our m...
2019-03-14
35 min
Access Unmissable Full Audiobooks in Fiction, Historical
The Thursday Friend by Catherine Cookson
Please visithttps://thebookvoice.com/podcasts/1/audiobook/368380to listen full audiobooks. Title: The Thursday Friend Author: Catherine Cookson Narrator: Sophie Roberts Format: Unabridged Audiobook Length: 9 hours 47 minutes Release date: February 14, 2019 Ratings: Ratings of Book: 5 of Total 1 Genres: Historical Publisher's Summary: Catherine Cookson's well-loved novels Hamilton and Goodbye Hamilton tell the story of Maisie, who invented an imaginary horse to keep her company through the long years of an unhappy marriage, and before she became a bestselling author. In this engaging sequel, Hamilton has vanished from Maisie's life and two human companions take his place.
2019-02-14
9h 47
Life Builders By Julie Hamilton
How The Tallest Trees Endure
How do the tallest trees on the planet endure the harshest winds & still stand? They have a very shallow root system, but yet manage to remain standing through earthquakes, raging floods, and high winds. How can you withstand the storms of life and still stand tall? Here's an important lesson we can learn from the California Coastal Redwood! Inspired by Craig Groeschel Leadership Podcast "How Effective Leaders Handle Criticism" and Next Level Living Podcast with Chrissy Helmer.
2018-07-20
06 min
Running Through Walls
Part 2: The Powers Behind Tesla, Stanford & Netflix
Hamilton Helmer, strategy expert and author of "7 Powers: The Foundations of Business Strategy" joins Venrock partner Tom Willerer for part two of their conversation, applying the 7 Powers framework to three iconic organizations: Tesla, Stanford University and Netflix.
2018-06-27
17 min
Running Through Walls
Part 1: 7 Powers Uncovered
Hamilton Helmer, strategy expert and author of "7 Powers: The Foundations of Business Strategy" joins Venrock partner Tom Willerer for part one of their discussion about business strategy and Helmer's book. They discuss each power, why it matters, and how much attention early-stage founders should be paying to strategy.
2018-06-13
21 min