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Orbit: An Hg Podcast

Ep. 35:
What drives business quality in an era of AI and digital platforms?

Time for a conversation with one of the greats. As Professor of Finance and Economics at Columbia, former senior banker at both Morgan Stanley and Goldman Sachs, and currently Senior Advisor at Evercore Partners, Jonathan Knee’s thinking is held in high regard across the business world.

His recent book, ‘The Platform Delusion’, dismantles the long-held belief that a platform business which provides connections rather than creating products is inherently valuable.

So how should we assess business quality in this new era of AI & platforms? Mr Knee outlines the fundamental drivers which haven’t changed in the face of new technology and applies them to assessments of Uber vs Airbnb, Etsy vs Amazon and, of course, how does this all relate to vertical software where we at Hg spend our time.

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