Tag Archives | Strategy

Notes On Early Stage Technology Investing; Art, Science, or Both?

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 […]

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A Note on Developing and Testing Hypotheses

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 […]

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Case Study: Fab – How Did That Happen?

Recent reports in the press about the problems Fab is facing got me thinking about the lessons one might learn from its meteoric rise and spectacular crash. Professional investors always give this disclaimer; Past performance does not necessarily guarantee or predict future results. Similarly, Fab’s experience is not necessarily a precedent that will always be […]

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Revisiting What I Know About Switching Costs & Startups

Switching costs are another aspect of a startup’s business model that I pay attention to. Together with Network Effect, Intangibles, Cost Advantages, and Efficient Scale they form the source of economic moats.1 In this post I will discuss switching costs; what they are, how they develop and evolve, and how switching costs can help or […]

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Revisiting What I Know About Network Effects & Startups

  ‘One IPO that is probably worth the hype.’ – Chris Beauchamp on the #  with @kerushton in the Telegraph. http://t.co/l8FqFRYwzJ — IG (@IGcom) September 1, 2014   The recently announced IPO of Alibaba got me thinking last week about network effects1 – what they are, how they develop and evolve, and how network effects can […]

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Why Tech Startups Can Gain Competitive Advantage from Operations

Started From the Bottom Now They’re Here: Why Startups Are Racing to Build Operations Teams http://t.co/o2kMPA966I [new blog post] — Hunter Walk (@hunterwalk) August 8, 2014 Hunter Walk’s blog post serves as the inspiration for this one. He points out that operations is key for startups operating in the on-demand economy. I want to pick […]

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