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Moats and Network effects - platform business strategy for competitive advantage

This is a small collection of 7 learning resources about A collection about Network effect, platform business strategy for competitive advantage


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Article hbr.org

A 40-Year Debate Over Corporate Strategy Gets Revived by Elon Musk and Warren Buffett - Harvard - Harvard Business Review (2018)


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 was calling out Warren Buffett...

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Article stratechery.com

The Moat Map – Stratechery by Ben Thompson - Stratechery by Ben Thompson (2018)


The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect. A subtext to la...

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Article justinobeirne.com

Google Maps’s Moat - Justin O’Beirne


How far ahead of Apple Maps is Google Maps?

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Article a16z.com

The Empty Promise of Data Moats – Andreessen Horowitz - Andreessen Horowitz (2019)


Data + network effects ≠ data network effects Data has long been lauded as a competitive moat for companies, and that narrative’s been further hyped with the recent wave of A...

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Article stratechery.com

Platforms in an Aggregator World - Stratechery by Ben Thompson (2020)


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

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Article abovethecrowd.com

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


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

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Article stratechery.com

The Slack Social Network (vs. Microsoft Teams) - Stratechery by Ben Thompson (2020)


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

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Course Chunks added Article: "The Slack Social Network (vs. Microsoft Teams)"
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Course Chunks added Article: "Platforms in an Aggregator World"
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Course Chunks added Article: "Google Maps’s Moat"
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Course Chunks added Article: "The Moat Map – Stratechery by Ben Thompson"
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Course Chunks added Article: "The Empty Promise of Data Moats – Andreessen Horowitz"
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