This update identifies areas of supply chain technology that will be sufficiently well served by existing relational database management systems, and enterprise resource planning systems. It also outlines areas of supply chain that distributed databases or ledgers are more suited for. Lastly, to avoid confusion Nahum Goldmann’s contact information is provided at the end. […]
Note: This article does not necessarily reflect the opinion of KEC Ventures, or of other members of the KEC Ventures team. Supplying the world with nearly everything is an enormous and complex job: there are things to discuss. – Rose George (2013-08-13). Ninety Percent of Everything: Inside Shipping, the Invisible Industry That Puts Clothes on Your Back, […]
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 […]
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 […]