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About andrewchen.com
Uber’s virtuous cycle Back in 2014, David Sacks (ex-Paypal, Yammer, Zenefits) tweeted the above diagram to explain why Uber’s geographic density is the new network effect. It’s an insightful diagram that’s been built upon by Bill Gurley (Benchmark Capital and on Uber’s board) in his essay How to Miss By a Mile: An Alternative Look at Uber’s Potential Market Size.
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