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 […]
Technology
Industry Study: Freight Trucking (#Startups)
Embed from Getty Images 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. Note: Updated on October 2, 2019 to remove charts from Statista because the data has been moved behind Statista’s paywall and no longer adds […]
#NotesOnStrategy: Mental Models About Demand, Supply, and Markets For Early Stage Technology Startups
Alternate Title: An Exhaustive Introductory Guide To Demand, Supply, and Price Theory; For First-Time Tech Startup Founders. To know that we know what we know, and that we do not know what we do not know, that is true knowledge. – Henry David Thoreau Introduction I am always surprised when I am speaking with founders and […]
#NotesOnStrategy: Tips For Early Stage Startup Founders on How To Build A Culture of Accountability
CULTURE EATS STRATEGY FOR BREAKFAST, OPERATIONAL EXCELLENCE FOR LUNCH, AND EVERYTHING ELSE FOR DINNER. – Bill Aulet During one of our weekly Monday morning team meetings we were talking about one of the startups in our portfolio . . . Things are going well; the product is pretty good and improving, sales are increasing, revenue […]
#NotesOnStrategy: 20 Important Questions
I found these notes in one of my old notebooks . . . as I was reorganizing my desk a few days ago, after taking the CFA Level III exam for a 4th time early this month. I do not have any answers written down, but I assume I wrote them down as a starting […]
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 […]