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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