Asset Light Challenges
Aswath highlights the struggle of asset-light models like Uber and Airbnb, emphasizing the need for customer loyalty to ensure profitability. The conversation shifts to the streaming industry, where Ed points out a trend towards consolidation reminiscent of the cable era, raising questions about the future landscape of streaming services. The discussion underscores a potential shift in focus from mere scaling to developing sustainable business models in the coming decade.In this clip
From this podcast
The Prof G Pod with Scott Galloway
Prof G Markets: Fourth Quarter Review — with Aswath Damodaran
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