The Minutes of Gavin Baker on competitive advantage https://minutesof.com/gavin-baker/on/competitive-advantage/ Everything Gavin Baker has said on competitive advantage: 6 verbatim quotes between November 2019 and July 2026, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:21:42 +0000 Baker explains semiconductor manufacturing advantage comes from recipe not ingredients, despite using same equ https://minutesof.com/q/beb61269-79c8-4d1c-ae86-3383a0f6c446/ https://minutesof.com/q/beb61269-79c8-4d1c-ae86-3383a0f6c446/ “And semi's and semiconductor manufacturing, you have a big advantage if you were ahead. Everybody it's like baking. Everybody uses the same ingredients or whatever.” — Generating Alpha Podcast Wed, 08 Jul 2026 15:54:53 +0000 competitive advantage Baker argues that 50 basis points of UI/UX superiority can create hundreds of billions in market value. https://minutesof.com/q/5c39f5d7-890f-445c-9516-400d4587567e/ https://minutesof.com/q/5c39f5d7-890f-445c-9516-400d4587567e/ “Would argue personally they're at parody, but 50 bps is huge. If you're 50 bps better, that can be the foundation of hundreds of billions of dollars in market value.” — Invest Like the Best Thu, 02 Apr 2020 09:30:00 +0000 competitive advantage Baker says Google found two milliseconds of latency reduction had huge impact on search volumes. https://minutesof.com/q/6651ddfc-20c5-4c7a-a3ea-e02de6be8f23/ https://minutesof.com/q/6651ddfc-20c5-4c7a-a3ea-e02de6be8f23/ “Google found that milliseconds of latency mattered to search. That if you could take two milliseconds out of search latency, that it had a huge impact on search volumes.” — Invest Like the Best Thu, 02 Apr 2020 09:30:00 +0000 competitive advantage Baker argues Zoom's superior UI/UX versus Google, Apple, and Facebook products explains its dominance during c https://minutesof.com/q/a9830852-9337-4833-a626-bfcc0320b966/ https://minutesof.com/q/a9830852-9337-4833-a626-bfcc0320b966/ “And Zoom's UI and UX for all sorts of reasons is just better than Hangouts, FaceTime or whatever the comparable Facebook product is.” — Invest Like the Best Thu, 02 Apr 2020 09:30:00 +0000 competitive advantage Baker argues used iPhone resale value is critically important to Apple's business model and pricing power. https://minutesof.com/q/e4c2e666-1807-492e-b92c-f2ba688adc52/ https://minutesof.com/q/e4c2e666-1807-492e-b92c-f2ba688adc52/ “One is, I think the price to used iPhones is critically important to Apple's business model. Why is that? Used iPhones retain their value much better than used Android phones.” — Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 competitive advantage Baker says used iPhone resale value enables Apple to charge consumers less effectively than Android despite hi https://minutesof.com/q/9f77f6ef-0bcb-4524-a8be-e6ae9b60c1a8/ https://minutesof.com/q/9f77f6ef-0bcb-4524-a8be-e6ae9b60c1a8/ “Used iPhones retain their value much better than used Android phones. When you trade in your phone, you capture that.” — Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 competitive advantage