Hamilton W. Helmer

They, their series on NVIDIA was phenomenal.

So NVIDIA has done a bunch of kind of thoughtf- and that's actually where, you know, they talk about Hamilton Helmer's Seven Forces, um, a lot of the time.

So NVIDIA has historically, um, had a bunch of things that are kind of like, you know, good from a competitive, um You know, strategy standpoint.

But, you know, they didn't have state-of-the-art, um, LLMs that they could provide to the market.

Uh, are you guys familiar with... [laughs] Oh, geez.

Are you guys familiar with, uh, Hamilton Helmer, uh, Seven Powers, that book?

Yep.

Sounds like Colin.

[laughs]

Uh, are you guys familiar with... [laughs] Oh, geez.

Are you guys familiar with, uh, Hamilton Helmer, uh, Seven Powers, that book?

Yep.

Yeah, so there's a lot to break down here.

I, I used the Hamilton Helmer's Seven Powers, uh [laughs] which is one of the recommended tools you can use to understand, does it have a competitive advantage? I graded it three yes, two partials, and two nos.

Okay.

We can go into any you want, but three stood out to me.

This is a book.

It's called Seven Powers by Hamilton Helmer.

Now, it's a bit dry.

This is

Innovator's dilemma.

Sorry about this blankness today.

But this is a very good book, Seven Powers, Hamilton Helmer.

You will learn a lot.

But we, I think we certainly were able to do a little bit of both of those things at the same time.

So I want to ask a question around a well-known business model framework, which is the Seven Powers Framework by Hamilton Helmer.

I think you're probably familiar with this book.

But anyways, the idea is that he obviously has created different categories for evaluating a business and whether the business has a very strong moat.