Concept Library
- 3 Networks, 5 Platforms, 3 Network Effects
- 6 Levels of Digital Competition
- 7 Powers (Hamilton Helmer)
- 9 Investment Questions
- Access vs. Owner Businesses
- Acquisition Engagement and Retention Strategies
- Activist Investing (Ques 5)
- Adaptation and Resilience
- AI / Artificial Intelligence
- AI: Computer Vision
- AI: Generative AI
- AI: Knowledge Flywheel
- AI: AI Service Business Model
- AI: AI Tech Stack
- Bandwagon Effects
- Bundling, Unbundling and Cross-Selling
- B2B Customer View: Necessary, Strategic vs. Critical
- Capabilities, Resources and Assets (CRAs)
- CRAs: Intangible Assets
- Catalysts (Ques 5)
- China Digital Consumer Network
- Company Quality, Industry & Terrain (Ques 1-2)
- Company Quality: 4 Terrains and Strategies (BCG): Predictable vs. Malleable
- Competitive Advantage
- Competitive Advantage: Economies of Scale: Bargaining Power with Suppliers
- Competitive Advantage: Economies of Scale and Scope
- Competitive Advantage: Economies of Scale: Fixed Costs
- Competitive Advantage: Economies of Scale: Geographic Density
- Competitive Advantage: State-Granted Advantages
- Competitive Advantage: Learning and Process Costs
- Competitive Advantage: Network Effects
- Competitive Advantage: Proprietary Technology and IP
- Competitive Advantage: Scarce or Cornered Resource
- Competitive Advantage: Share of the Consumer Mind
- Competitive Advantage: Search Costs
- Competitive Advantage: Surplus Margin Leader
- Competitive Advantage: Switching Costs
- Competitive Advantage Virtuous Cycle
- Complementary Platforms
- Compounding
- Consumption and Production Ecosystems
- Control Points, Hierarchies of Control, User Interface
- Coordination and Transaction Costs
- Core Competency
- Counter-Positioning
- Customer View: Collector Behavior
- Customer View: Fan Behavior
- Customer View: Gambling and Rewards Behavior
- Customer View: Tribal and Belief Behavior
- Data Visibility and Analytics
- Digital / Info Economics
- Digital / Info Economics: Complements
- Digital / Info Economics: Zero Marginal Production Costs and Non-Rivalry
- Digital / Info Economics: Price Discrimination
- Digital / Info Economics: Versioning and Pricing
- Digital / Info Economics: Willingness to Pay and Consumer Surplus
- Digital Operating Basics
- DOB1: Rapid Growth
- DOB2: Personalization and Customer Improvements
- DOB3: Digital Core
- DOB4: Collaboration Biz Models
- DOB5: Leadership and Mgmt
- DOB6: People Culture Teams
- Digital SMILE Marathon
- Digital SMILE Marathon: Hyper-Scale and/or Hyper-Growth
- Digital SMILE Marathon: ML, AI Factories and Zero-Human Operations
- Digital SMILE Marathon: ML and AI as Cheap and Fast Prediction
- Digital SMILE Marathon: Generative AI as Cheap and Fast Content Creation
- Digital SMILE Marathon: Rate of Learning and Adaptation
- Digital SMILE Marathon: Sustained Innovation
- Digital SMILE Marathon: Ecosystem / Platform Orchestration and Participation
- Digital vs. Human Agents
- Digital Sales and Marketing
- Digital Sales and Marketing: Word of Mouth and Virality
- Digital Superpowers
- Digital Superpower: Dramatically Transform User Experience
- Digital Superpower: User Experience & Power of Cheap and Free
- Digital Superpower: Enable a Platform
- Digital Superpower: Network Effects
- Digital Superpower: Other Competitive Advantage
- Digital Superpower: Virality
- Digital Superpower: Scalability
- Digital and AI Transformation
- Digital-Physical Hybrid
- Ecommerce
- Ecommerce: Cross-Border
- Ecommerce: Interactive and Engagement-Focused
- Ecommerce: Specialty
- Ecosystems vs. Platforms
- Ecosystems: Companies
- Ecosystems: Protocols
- Enterprise B2B
- Enterprise: CRM
- Enterprise: Specialty
- Integrations, Embedding, and Data-Sharing
- Entry Barriers: Cost and/or Difficulty of Entry
- External vs. Internal View
- Externalization of Capabilities
- Extreme Personalization Playbook
- Giants Dwarves and the State
- Growth: Core vs. Adjacency
- Growth: Explore vs. Exploit
- Growth: Hacks and Tactics
- Growth Plus Sales
- Influencers and KOLs
- Innovation
- Innovation: Combinatorial Innovation
- Innovation: Dominant Design
- Innovation: Increasing Returns to Tech Adoption
- Innovation: Path Dependency
- Innovation: Tech S Curves
- Jobs to Be Done
- Learning Curve and Experience Effect
- Linked Businesses
- Logistics / IoT Networks
- Margin of Safety (Question 3)
- Metcalfe’s Law
- Network Effects
- Network Effects: Complicated
- Network Effects: Data Adv and Network Effects
- Network Effects: Critical Mass and Chicken and Egg
- Network Effects: Interaction Failure at Scale
- Network Effects: Multihoming and Leaky Bucket
- Network Effects: Reverse Network Effects
- Network Effects: Standardization and Interconnection Network Effects
- Network Effects: Tribal and Belief
- Networks: People
- Networks: Physical
- Networks: Protocols
- New Manufacturing
- New Retail
- Online-Merge-Offline (OMO)
- Operational Flywheels
- Pipeline Plus Platform Business Model
- Platforms (vs. Pipelines)
- Platforms: Multihoming
- Platforms: Non-Human Platforms and Biz Models
- Platforms: Audience-Builders & Innovation
- Platforms: Coordination, Collaboration and Standardization
- Platforms: Learning
- Platforms: Marketplaces / Market Networks
- Platforms: Payment Platforms
- Platform-Protocol Hybrids (Web 3.0)
- Porter’s Five (6) Forces
- Porter’s Five (6) Forces: Substitutes
- Role of the State
- Scale Advantages and Disadvantages
- Social Capital
- Tactics
- Tactics: Fastscaling and Blitzscaling
- Tactics: First Mover Advantages and Disadvantages
- Tactics: Growth Plus Sales
- Tactics: Irrational Competition and Barriers to Exit
- Tactics: Money Wars and Last Man Standing
- Tactics: Resources Based Competition
- Tactics: Temporary Supply / Demand Imbalance
- Theory of the Firm
- User Relationship Position (Primary vs. Secondary)
- Valuation (Ques 3)
- Valuation (Ques 3): Cost of Capital and Hurdle Rates
- Valuation (Ques 3): Discount Rates
- Valuation (Ques 3): Discounted Cash Flow
- Valuation (Ques 3): Growth, ROIC/RONIC and Value
- Valuation (Ques 3): Operating Leverage
- Valuation (Ques 3): PMV
- Valuation (Ques 3): Revenue Scale and Growth
- Value Point (Ques 7)
- Video
- Video: Specialty
- Web3: Composability
- Web3: Points of Control
- Web3: Protocol Network with Property Rights
- Web3: Token Economics
- Web3: Value Creation vs. Distribution
- Who is Selling and Why? (Ques 4)
- Worst Case Scenario (Ques 9)
How to Go Through Past Podcasts / Articles
For new subscribers, you might be wondering “where should I start?”
First, start following the weekly podcasts and daily emails.
These will arrive in your email box. You can also subscribe directly to the podcast on iTunes or other.
Second, start a journal or Word document that will become your store of knowledge.
I go through lots of information on companies and digital strategy. You really want to take notes as your listening or reading (I do this in my iPhone notes). You want to update and improve these notes over time. This will become your store of advanced knowledge – and will be dramatically more detailed than you can remember in your head.
Third, you can listen to the past podcasts.
Depending where you are in your expertise, you might understand 100%, 50% of 25% of the current emails and podcasts right now. But it will increase over time.
Second, start a journal or Word document that will become your store of knowledge.
I go through lots of information on companies and digital strategy. You really want to take notes as your listening or reading (I do this in my iPhone notes). You want to update and improve these notes over time. This will become your store of advanced knowledge – and will be dramatically more detailed than you can remember in your head.
Third, you can listen to the past podcasts.
Depending where you are in your expertise, you might understand 100%, 50% of 25% of the current emails and podcasts right now. But it will increase over time.