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 […]
Innovation
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 […]
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 […]
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. ((Any errors in appropriately citing my sources are entirely mine. Let me know what you object […]
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 http://t.co/7Nw93JDqz0 — The New York Times (@nytimes) August 19, 2015 Replace Just 2 Words in the Times Amazon Article and Something Amazing Happens @TKspeakshttp://t.co/bk3Y7ZCLCE — Inc. (@Inc) August 21, 2015 The topic of culture has […]
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 […]