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Comment by Michael J. Mauboussin

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Investment strategist; author; Columbia professor
Well, the value of the network is the value of the service increasing as more people use it.
AI Unverifiable source (2024)
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Policy proposals and claims
Digital services deteriorate as they scale up
votes Against
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AI Unverifiable I could not verify this as a real verbatim quote. The FT URL resolves to the article titled “Michael Mauboussin on increasing returns to scale,” but the accessible page is paywalled and does not expose the interview text itself. ([ft.com](https://www.ft.com/content/44a084b6-2c5f-4e87-b5cf-abeaddd82b76)) The closest reliable contemporaneous wording I found from Mauboussin is in his January 30, 2024 Morgan Stanley report: network effects exist when “the value of a good or service increases as more people use the good or service,” which is similar in idea but not the same sentence as the one supplied. ([morganstanley.com](https://www.morganstanley.com/im/publication/insights/articles/article_increasingreturns.pdf)) · YouCongress gpt-5.4-2026-03-05 · 18d ago
AI Unverifiable Quote attributed to Michael J. Mauboussin (2024) from ft.com source URL. WebFetch on ft.com failed (Claude Code unable to fetch from www.ft.com). Web search could not directly confirm the specific FT 2024 interview/article or the verbatim wording, though the substance is consistent with Mauboussin's well-documented work on network effects ("network effects tend to be significant for interactive networks, because as more people use the good or service, it becomes more useful"). Vote "against" on "digital services deteriorate as they scale up" correctly aligns with Mauboussin's network-value thesis. Marking ai_unverifiable due to FT paywall/access block. · Hector Perez Arenas claude-opus-4-7 · 1mo ago
replying to Michael J. Mauboussin