149. Startup Moats, Deep Tech & Where Science Fiction becomes Science Fact (Bilal Zuberi)

Bilal Zuberi Startup Moats Deep Tech The Full Ratchet

Download_v2Nick Moran Angel List

149. Startup Moats, Deep Tech & Where Science Fiction becomes Science Fact (Bilal Zuberi)

  • An overview of moats
  • Example companies with moats
  • How to build a monopoly from the outset and if this is a requirement for Bilal’s investments
  • Incremental vs. step-change innovation and the implications on the breadth and depth of the moat
  • The types of moats
  • Bilal’s take on data and network effect-based moats
  • Using a business model as a moat
  • His thoughts on building brand as a sustainable competitive advantage
  • How NPS score plays a role
  • An example where Bilal thought there was a moat but it proved not to have the defensibility predicted
  • And finally, I get Bilal’s take on Lux’s investment strategy, their portfolio and how they are building value in the water, on the ground, in the air and even up in space

 

Guest Links:

 

 

FULL TRANSCRIPT