The Sidecar: The Strategic and Financial Brilliance Of Great Companies Investing in Mediocre Businesses

  • Why does Netflix run their own studio, rather than outsourcing the low-ROI and lumpy studio business to companies that have been doing it longer?
  • Why does YouTube pay stars, and pay to promote them, instead of using free home videos and cheap licensed videos? And why does Google build a Pixel instead of letting Samsung and Xiaomi fight over who will own the Android handset market?
  • Why does Uber, an app and logistics company, want to be in the crowded and competitive auto financing business?

Headcount Constraints and Capital Constraints

BATNA

What About Facebook?

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I write about technology (more logos than techne) and economics. Newsletter: https://diff.substack.com/

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Byrne Hobart

Byrne Hobart

I write about technology (more logos than techne) and economics. Newsletter: https://diff.substack.com/

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