Do economic moats occur naturally or by accident? I had never contemplated this question till Andy Rachleff graciously emailed me back after I sent him my presentation on economic moats seeking his comments about two weeks ago. Why did I email Andy? That’s a great question. In early 2010, when it started becoming clear that we […]
Startup business model generation, innovation, development and deployment.
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?
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 […]
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 […]
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 & […]
Running a business without a strategy is like breathing air without oxygen. My post Notes on Strategy; For Early Stage Technology Startups led to follow up questions from a handful of readers who asked for additional posts with more explanations and examples. 1Let me know if you feel I have failed to attribute something appropriately. Tell me how […]
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 […]
Marc Andreessen’s brilliant explanation of @claychristensen‘s disruptive innovation theory in 15 tweets: pic.twitter.com/3ic1teQbRW — 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 […]
Often when I have asked other people this question I get a response that leaves me feeling dissatisfied. It seems most investors are compelled to take one side over the other, and, at least as far as the admittedly small sample of investors I have asked this question are concerned, insufficient thought is given to […]
This post is a continuation of the discussion I started in A Note On Startup Business Model Hypotheses. In this post I will describe how one might go about developing and testing a hypothesis about any aspect of a startup’s business model.1 I will use a fine-dining restaurant as a motivating example. To ensure we are […]