Note: A version of this story was first published on May 13, 2019, at FreightWaves. Disclaimer: The author is not an investor in Uber, or any of its competitors. Steve Case’s Rise of the Rest is an investor in FreightWaves. On May 9 — just one day before Uber’s I.P.O., The New York Times published; Why You […]
Tag Archives | Business Models
#CountDown: 3 Days to #TNYSCM04 – Supply Chain & Artificial Intelligence
By Brian Laung Aoaeh on March 11, 2018 in #TNYSCM, Co-Founder Stories, Communities, Customer Development, Entrepreneurship, Investment Themes, Investment Thesis, Sales and Marketing, Shipping, Supply Chain, Technology, Trucking, Venture Capital
We’re now less than a week from The New York Supply Chain Meetup’s fourth gathering. The purpose of this post is to outline our plans for that event, and preview what we expect to do between now and June 2018 . . . We’re still in the early days of building this community, so much of this is subject to […]
#ChainReaction: Notes on Centralized, Decentralized, and Distributed Systems
By Brian Laung Aoaeh on February 18, 2018 in Computer Science, How and Why, Innovation, Organizational Behavior, Sociology, Startups, Strategy, Supply Chain, Technology, Venture Capital
This blog post is the first in a series of blog posts I will write as part of my effort to take an inventory of what I am learning about supply chains, digital tokens, and distributed ledger technologies. I expect these blog posts to be frustrating for most people to read because I suspect they […]
#CountDown: 11 Days to The New York Supply Chain Meetup #02
By Brian Laung Aoaeh on January 14, 2018 in #TNYSCM, Business Models, Communities, Operations, Strategy, Supply Chain
We’re now about two weeks from The New York Supply Chain Meetup’s second event. The purpose of this post is to outline our plans for that event, and preview what we expect to do over the course of the first six months of 2018 . . . We’re still in the early days of building […]
Update #01: White Paper | Towards A Supply Chain Operating System
By Brian Laung Aoaeh on October 21, 2017 in Business Models, Computer Science, Innovation, Intellectual Explorations, Investing, Investment Themes, Investment Thesis, Lab Notes, Long Read, Mathematics, Organizational Behavior, Startups, Supply Chain, Technical Brief, Technology, Uncategorized, Venture Capital
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. […]
Industry Study: Ocean Freight Shipping (#Startups)
By Brian Laung Aoaeh on February 8, 2017 in Entrepreneurship, Industry Study, Innovation, Investment Themes, Investment Thesis, Long Read, Market Study, Startups, Venture Capital
Co-author: John Azubuike (@jnazubuike), KEC Ventures. 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 […]
Updates – Industry Study: Freight Trucking (#Startups)
By Brian Laung Aoaeh on December 31, 2016 in Industry Study, Innovation, Market Study, Startups, Technology, Venture Capital
Note: John Azubuike (@jnazubuike) and I are currently conducting research on software startups in the ocean freight shipping market. We expect to publish that towards the end of January 2017. Our blog post about freight trucking startups opened the door to numerous conversations that we may never have had, with people who know more about […]
#OpposingViewpoints: Do Economic Moats Happen By Accident?
By Brian Laung Aoaeh on August 15, 2016 in Business Models, Entrepreneurship, Innovation, Startups, Strategy, Technology, Venture Capital
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 […]
“Liking” Facebook’s Business Model – The #EconomicMoats Remix
By Brian Laung Aoaeh on March 10, 2016 in Business Models, Case Studies, Entrepreneurship, Innovation, Intellectual Explorations, Startups, Strategy, Technology, Venture Capital
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 […]
Revisiting What I Know About Efficient Scale, Cost Advantages, & Early Stage Technology Startups
This is the fourth post in my series of blog posts on economic moats. I have already written about Network Effects, Switching Costs, and Intangibles. In this post I will discuss how Cost Advantages and Efficient Scale might develop as an early stage startup travels through the discovery phase of its life-cycle. 1Any errors in appropriately […]