Moats and Network effects - platform business strategy for competitive advantage

Which matters more: “moats” or innovation? When Tesla CEO Elon Musk said that “moats are lame” during the company’s earnings call last week, he ... (2018)

The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s n... (2018)

How far ahead of Apple Maps is Google Maps? (2018)

Data + network effects ≠ data network effects Data has long been lauded as a competitive moat for companies, and that narrative’s been further h... (2019)

All Revenue is Not Created Equal: The Keys to the 10X Revenue Club | Above the Crowd | By Bill Gurley (2011)

The most successful companies and products of the internet era have all been predicated on the concept of network effects, where the network become... (2018)

The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax. If the famous Jim Barksdale ... (2020)

Facebook Shops are good for Shopify merchants, but bad for Shopify; the answer is to push more into the real world. (2020)

Slack lost to Microsoft head-to-head, but has smartly shifted to a horizontal strategy that the vertically-oriented Microsoft can’t match. (2020)