Competitive moats (i.e., structural advantages) tend to be viewed as one thing. But it is usually two. And it is helpful to view it this way when looking at the impact of various digital tools. Here is how I separate it. Competitive advantages Barriers to entry and other soft advantages See the green part below. […]
Coupang is a South Korean e-commerce company that is building a competitive fortress in its home market. The company has a number of advantages, including economies of scale, a strong distribution network, and a focus on customer service. Coupang is also investing heavily in technology, which could give it an edge over its competitors.
The latest big tech IPO out of Asia is Coupang, a likely $50B listing called the “Amazon of South Korea”. More on that annoying phrase in a moment. But first, let’s take a moment to be thankful for being in the Asia tech space. It’s just awesome. It’s just one cool company after another. Last […]