Innovation Footprints

What if . . . ?

Network Effect

Towards Connected Platforms & Ecosystems in Logistics Technology – Creating Customer Value

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An early-stage supply chain technology venture capitalist argues for connected platforms and ecosystems in logistics technology as a means to create more customer value than is currently possible.

#WorkInProgress: Why I Am Building An Early Stage Supply Chain Innovation & Technology Rolling Fund

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An early-stage supply chain technology venture capital fund manager explains the personal motivation that drives his work.

#OpposingViewpoints: Do Economic Moats Happen By Accident?

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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

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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 […]

Connecting The Dots: Economic Moats & Early Stage Technology Startups

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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 […]

Notes on Strategy; For Early Stage Technology Startups

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Alternate Title: What Can 24’s Jack Bauer Teach a Tech Startup Founder About Strategy?  Running a business without a strategy is like breathing air without oxygen. The purpose of this blog post is to attempt to synthesize certain fundamental lessons on strategy that are relevant for anyone trying to build a business. ((Let me know […]