Archive | Innovation

Economic Moats – For Early-Stage Tech Startups (Presentation)

This presentation distills the essence of the following blog posts into a presentation format. The target audience is early-stage startup founders, and investors. Economic Moats Blog Post Series Network Effects Switching Costs Intangibles Efficient Scale, and Cost Advantages Connecting The Dots #OpposingViewpoints: Do Economic Moats Happen By Accident?

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#NotesOnTactics: Relationship Management Hacks For First-Time Early Stage Tech Startup Founders

Note: I published a post titled “Relationship Management for Your Startup” on January 13, 2014 at This post is inspired by that one, and portions of this post are exactly identical to the original. It appears the post at Tekedia is no longer online. This post updates that one, with lessons I have learned […]

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#NotesOnStrategy: Mental Models About Demand, Supply, and Markets For Early Stage Technology Startups

Alternate Title: An Exhaustive Introductory Guide To Demand, Supply, and Price Theory; For First-Time Tech Startup Founders. To know that we know what we know, and that we do not know what we do not know, that is true knowledge. – Henry David Thoreau Introduction I am always surprised when I am speaking with founders and […]

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“Liking” Facebook’s Business Model – The #EconomicMoats Remix

Note: I published “Liking” Facebook’s Business Model on December 26, 20011 at Tekedia. This article updates that discussion by incorporating developments since then. It also folds in discussion of the economic moats that Facebook has developed around its business. Large segments of this article are exactly identical to the post that was published by Tekedia […]

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Connecting The Dots: Economic Moats & Early Stage Technology Startups

I started writing about economic moats in September 2014. Since then I have written about Network Effects, Switching Costs, Intangibles, and Efficient Scale and Cost Advantages. The purpose of those posts was to outline how I think about economic moats while I am studying a seed stage startup and trying to determine how things might unfold […]

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User Manual: The Early Stage Startups I Want To Hear About Most in 2016 and 2017

At KEC Ventures, I have been largely focused on finding and meeting the founders that we can become most excited about and partner with. I will continue to maintain that focus over the course of 2016 and 2017. Here are some notes for the founders of the startups I am most eager to meet. About […]

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Revisiting What I Know About Intangibles & Startups

  This is the third post in my series of blog posts on economic moats. I have already written about Network Effects and Switching Costs. The remaining three sources of an economic moat are Cost Advantages, Efficient Scale, and Intangibles.1 In writing this post I am trying to consolidate what I have learned about intangibles & […]

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Notes On Strategy; What Can We Learn From Religious Leaders About Building Early-Stage Startup Culture?

Alternative Working Title: Notes On Strategy; Engineering Your Early Stage Startup’s Culture For Longevity What it’s like to work for Amazon — The New York Times (@nytimes) August 19, 2015 Replace Just 2 Words in the Times Amazon Article and Something Amazing Happens @TKspeaks — Inc. (@Inc) August 21, 2015 The topic of culture has […]

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How Studying Bankruptcy And Working On Two Turnaround Assignments Prepared Me To Become An Early Stage Venture Capitalist

  When I started business school at NYU Stern in the fall of 2005 my plan centered on taking every class in Bankruptcy & Reorganization, and Distressed Investing that I could. I took 3 elective classes in that area; Bankruptcy & Reorganization with Prof. Ed Altman, Case Studies in Bankruptcy & Reorganization with Prof. Max […]

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Notes on Strategy; Where Does Disruption Come From?

Marc Andreessen’s brilliant explanation of @claychristensen‘s disruptive innovation theory in 15 tweets: — Vala Afshar (@ValaAfshar) June 24, 2015 Introduction You can imagine my surprise when I was browsing my Twitter feed one night last month and came across one of Marc Andreessen’s tweetstorms. This time he was tweeting about Clayton Christensen’s Theory of […]

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