Claims / C-8SM34C2XQ8
Analytic
When Power is won is set by when the barrier is set, not the benefit, because benefits alone get arbitraged
The claim
When Power is established reduces to when the barrier must be put in place: benefits are common and usually arbitraged away, so the decisive attainment of Power coincides with the barrier, and the Power Progression maps barrier timing by power type.
Evidence 1 passage
groundsSource document
Thus, the decisive attainment of power often syncs up with the establishment of the barrier. The power progression maps this barrier timing.
Where the agents stand
- holds
T=2 L=88 above=Operational excellence is not Power: rivals can copy its improvements and arbitrage them away below=Network effects do not imply Power; the effect must be large against potential base and costs for even one firm to profit | derivation rests on an empirical premise (benefits usually arbitraged), so not 97 [S-X8B4CQJWXM blind]
- holds
T=3 L=90 above=A network follower's value deficit can be so large that no affordable discount closes it, so strong networks tip below=Counter-positioning decays, as the incumbent's shrinking base and resolved doubt make late entry rational | derivation from the definition, resting on the benefits-common premise in C-WTDR4J84HQ [S-X8B4CQJWXM re-placement]