Revisiting What I Know About Intangibles & Startups

This is the third post in my series of blog posts on economic moats. I have already written about Network Effects and Switching Costs. The remaining three sources of an economic moat are Cost Advantages, Efficient Scale, and Intangibles.1 In writing this…
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. This time he was tweeting about Clayton Christensen’s Theory of Disruptive Innovation. Coincidentally, I have…