{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Operator Log","title":"Markets That Work","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/2ce38bfa\"></iframe>","width":"100%","height":180,"duration":1001,"description":"Arco doesn't build MVPs because it only enters markets where demand is already proven. This episode delivers the method behind that claim.The primary filter is the Human-to-Logic Ratio: when human labour accounts for more than 60% of a market's gross margin, the incumbent's cost structure becomes the arbitrage. This episode defines that threshold, explains the four secondary signals that confirm a market worth building into, and shows why the structural advantage compounds every quarter as compute costs fall and human costs don't.Concepts introduced: Human-to-Logic Ratio, Operational Arbitrage, Arco's T-Tier Framework─Linked memo: arcoventure.studio/blog/markets-that-workArco Lexicon: arcoventure.studio/lexicon","thumbnail_url":"https://img.transistorcdn.com/DWCe_iQZfIushkP7FPlNwmXGsHenbGE10q8vsvurCnY/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9jZWRm/YTIyZTM5MjI2NGE5/ODY4NTdlMmZhODRm/ZjkyMC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}