Timestamps:

2.19 What are network effects?

4:05 Where does the idea of network effects come from?

10:10 The crystallisation of an ecosystem as network effects

15:25 Return of the Stack

17:30 Network effects in startups

20:30 Types of companies that have network effects

24:25 Network effects as moats, and why VCs love them.

28:00 LinkedIn as a case study

34:10 When do network effects fail?

38:00 When network effects happen accidentally - or not

43:05 The long tail of network effects

46:40 The cold start problem

49:00 Virality vs network effects

53:30 Do network effects imply the formation of monopolies?

56:00 Fortnite as a worried monopoly

1:01:20 Internal vs external networks, and the future of Slack