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

Bilal Zuberi Startup Moats Deep Tech The Full Ratchet

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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

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