Why Business is Winner Take All

ℹ️ EPISODE INFO

Released

January 31, 2023

Duration

7m

Channel

Acquired

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

Legendary investors Howard and Andrew Marks discuss Brian Arthur's writings: "Increasing returns and the new world of business". They discuss why winners keep winning in business and draw parallels to how markets' evolution mirrors that of Poker strategies. Want to join the conversation? Leave a comment and share your thoughts! Listen to the full Howard Marks & Andrew Marks: Something of Value episode here: https://www.youtube.com/watch?v=k9xXpsoRG18 More like this: The Path to Exceptionality with Billionaire Investor Howard Marks: https://youtu.be/UX-TdHm4E8s Is Jeff Bezos the Best Investor of All Time? : https://youtu.be/DZVmVCt2lPI The Origin Story of Qualcomm: https://youtu.be/oYgNnJDSEqw CONNECT with us! Instagram: https://instagram.com/acquired.fm Twitter: https://twitter.com/AcquiredFM Tiktok: https://www.tiktok.com/@acquiredfm Visit our website: https://www.acquired.fm #tech #acquired #businesspodcast #techpodcast ⁠#business #business101 #investing #investingtips #investment #howardmarks #andrewmarks #tqventures #oaktreecapital #oaktree #howardmarks #acquired #amazon #aws #vc #brianarthur #amazon #fang #winnertakeall #poker

🎤 SPEAKERS

• Andrew Marks

  guest

  Investor and co-chairman at Oaktree Capital Management, discussing business dynamics and investing frameworks.

• Ben Gilbert

  host

  Co-host of Acquired, interviewing guests and adding context throughout the discussion.

• Howard Marks

  guest

  Co-founder and co-chairman of Oaktree Capital Management, known for his investing memos and market commentary.

🧾 EPISODE SUMMARY

In this episode of Acquired, featuring Andrew Marks and Ben Gilbert, Why Business is Winner Take All explores increasing returns make modern business and investing increasingly winner-take-all dynamics Digital distribution and scale create “increasing returns,” allowing the best companies to grow disproportionately large over time.

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