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15 results for “competitive moats”
Concept3 mentions across episodes
moats
...competitive advantage has evolved. Is is that something that that we try to avoid? We're not trying to look for a company where they feel like they have customer lock in and then all of a sudden they can raise price three to 5% for the next ten years
15:15 / 16:57
from transcript15:15 – 16:57
...based competitive advantages where you see companies that really hit their inflection point. And, again, especially in digital markets, you'll tend to see a handful of companies or potentially, you know, one or two companies take most of the economic
14:41 / 16:13
from transcript14:41 – 16:13
compounding advantages just in terms of economies of scale. Right? Like, Amazon, is that does that really have a network effect? No. It's like it's kinda nice that everything that I buy will show up the next day or in two days, and how can they do th
20:15 / 21:15
from transcript20:15 – 21:15
...competitive advantage. What makes a a business durable and able to generate outsized profits over time? And boy did they nail it with Coke. I mean, this is just one of these classic examples of the brand moat is really real, and it's a global brand m
32:00 / 33:18
from transcript32:00 – 33:18
...about moats. Buffett talked about brands when he went from being sort of a classic Ben Graham investor to a Phil Fisher investor. How are the other ways that you think about what competitive advantages get incorporated into the kinds of businesses yo
15:05 / 16:23
from transcript15:05 – 16:23
...create structural moats. We're not there yet, but I think, you know, I would say the big labs achieved economies of scale, obviously. Right? And that's that's a mode for them now. It's very competitive between, like, the five of them. But I think it
1:01:16 / 1:02:38
from transcript1:01:16 – 1:02:38
...concept of moats. That anyone can vibe code a Zendesk competitor in their bedroom, that 20 companies are building the exact same thing you are. So why are software companies potentially more defensible today than any other time in history? A 16 z gen
0:42 / 2:02
from transcript0:42 – 2:02
...moats and sustainable competitive advantage and the cultivation of those things? Any company that earns that kind of return, the world's a smart place. It knows where there's money being made that doesn't seem to have affected Asurion's ability to co
14:13 / 15:16
from transcript14:13 – 15:16
the thing that they figured out. They're keeping it nice and hush, and they're kinda working at it and working at it and working at it. But it's really the moat, and it comes in again many, many different ways. But if we feel like we figured some thi
1:28:30 / 1:29:32
from transcript1:28:30 – 1:29:32
...its competitive advantage over the next five, ten, and fifteen years. And if you get that right, by the way, I will tell you that any valuation work you do is gonna look ludicrously cheap
10:35 / 11:39
from transcript10:35 – 11:39
...to moats? Is power the means by which you create a moat for a business, or is it something different? There are two necessary and sufficient conditions for power. There's a benefit. So you've gotta come up with something that's better than what other
15:46 / 16:53
from transcript15:46 – 16:53
...has many other moats, but AI can wipe code, the ability to access restaurants, but it can't wipe code liquidity,
11:56 / 13:37
from transcript11:56 – 13:37
...a competitive advantage? You know, if you say emote, and turns out that Porter himself never really defined it. And so we argue that a competitive advantage should have two features. One is an absolute one. One is a relative one. The absolute one is
24:39 / 26:02
from transcript24:39 – 26:02
Right? And again, sometimes it's not totally obvious, and the moat can come in many different ways. Obviously, network effects is one of those things. You could have patents. You could have know how. And I think of all the things that I think about I
1:27:36 / 1:28:50
from transcript1:27:36 – 1:28:50
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