asymmetric bets

published14 days ago
9 min read

After analyzing thousands of companies over the years.​ From tiny businesses that I helped convert to digital distribution. For more prominent public companies that I broke down, the concept of asymmetry has become clearer and clearer. ​And indeed, I realized that this was the main distinction across business models and that we could break them down into symmetrical and asymmetrical business models. Below I'll explain the framework I use for that. But let me give you the whole picture....