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#OpposingViewpoints: Do Economic Moats Happen By Accident?
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...
“Liking” Facebook’s Business Model – The #EconomicMoats Remix
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...
Notes on Strategy; Where Does Disruption Come From?
Introduction
You can imagine my surprise when I was browsing my Twitter feed one night last month and came across one of Marc Andreessen’s tweetstorms....
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...
A Note on Startup Business Model Hypotheses
One of the observations I have arrived at over the course of meeting founders of early stage startups is that often it is not...