Who is the Fifth Horseman?
summary
An eight-piece algorithm scores contenders on product differentiation, cheap capital, global reach, employee treatment, vertical distribution, identity data, vanity branding, and technical literacy. Seven contenders rank close: Uber leads with one million rides a day and 162,000 drivers yet fails on maternal employee policies; Alibaba dominates China with Singles Day $9 billion sales but lacks an aspirational global brand; LinkedIn has diversified revenue and a strong moat; Tesla has elite product but a finite buyer base; Starbucks, Nike, Walmart each hit some criteria but miss others.
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chapters (6)
- 0:00Start
- 0:42Return on Human Capital
- 4:00Alibaba
- 6:35Where Does Nike Fall Short
- 7:23Starbucks
- 12:12Walmart
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