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
- Activist Investing (Ques 5)
- Adaptation and Resilience
- Artificial Intelligence
- Artificial Intelligence: Generative Content
- Artificial Intelligence Service Business Model
- Artificial Intelligence: Computer Vision
- Bandwagon Effects
- B2B Customer View: Necessary, Strategic vs. Critical
- 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 Advantages
- 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
- Complementary Platforms
- Compounding
- Coordination and Transaction Costs
- Core Competency
- Counter-Positioning
- Data Visibility and Analytics
- Digital / Info Economics
- Digital / Info Economics: Bundling & Cross-Selling
- 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
- Digital Playbook (Standard)
- Digital vs. Human Agents
- Digital Sales and Marketing
- Digital Sales and Marketing: Personalization at Scale
- 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: Interactive and Engagement-Focused
- Ecommerce: Specialty
- Ecosystems vs. Platforms
- Ecosystems: Companies
- Ecosystems: Protocols
- Embedding
- Entry Barriers: Cost and/or Difficulty of Entry
- External vs. Internal View
- Externalization of Capabilities
- Five Forces
- Five Forces: Substitutes
- Giants Dwarves and the State
- Growth: Core vs. Adjacency
- Growth: Explore vs. Exploit
- Growth Hacking
- Hierarchies of Control
- Influencers and KOLs
- Innovation
- Innovation: Combinatorial Innovation
- Innovation: Dominant Design
- Innovation: Increasing Returns to Tech Adoption
- Innovation: Path Dependency
- Innovation: Tech S Curves
- Intangible Assets
- Jobs to Be Done
- 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
- New Manufacturing
- New Retail
- Online-Merge-Offline (OMO)
- 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)
- Production and Consumption Ecosystems
- Role of the State
- Scale Advantages and Disadvantages
- SMILE Marathon
- SMILE Marathon: Hyper-Scale and/or Hyper-Growth
- SMILE Marathon: ML, AI Factories and Zero-Human Operations
- SMILE Marathon: ML and AI as Cheap and Fast Prediction
- SMILE Marathon: Generative AI as Cheap and Fast Content Creation
- SMILE Marathon: Rate of Learning
- SMILE Marathon: Sustained Innovation
- SMILE Marathon: Ecosystem / Platform Orchestration and Participation
- Social Capital
- Tactics
- Tactics: Fastscaling and Blitzscaling
- Tactics: First Mover Advantages and Disadvantages
- Tactics: Growth Plus Sales
- Tactics: Irrational Competition
- Tactics: Money Wars
- Tactics: Resources Based Competition
- Tactics: Temporary Supply / Demand Imbalance
- Theory of the Firm
- 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)
- 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.

