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Forget Scale. Moats in Production and Variable Costs Can Be Really Powerful. (Tech Strategy – Daily Article)

Moats are competitive advantages that can be difficult to create and maintain, but they can be very valuable for businesses. They can be either offensive or defensive, and they can be used to protect market share or expand into new markets.

Some of the important points from this article are that:

Moats can be difficult to create and maintain, but they can be very valuable for businesses.
Moats can be either offensive or defensive, and they can be used to protect market share or expand into new markets.
Sustainable moats are essential for long-term success.

Will Southeast Asian Grab Become Meituan or Didi? (Tech Strategy – Podcast 121)

Southeast Asian tech giant Grab is facing a difficult choice: should it focus on profitability or growth? This article explores the pros and cons of each strategy and discusses the potential outcomes for Grab. Ultimately, the decision of whether to focus on profitability or growth will depend on a number of factors, including the company’s financial situation, its competitive landscape, and its long-term goals.

Why Uniswap’s Protocol Is a Threat to Coinbase’s Marketplace (Tech Strategy – Podcast 120)

In this podcast, Jeffrey Towson discusses how Uniswap’s protocol is a threat to Coinbase’s PPH marketplace. He argues that Uniswap is more decentralized and efficient than Coinbase, and that it is likely to attract more users and liquidity. Ultimately, the success of Uniswap and Coinbase will depend on a number of factors, including the adoption of decentralized finance, the regulatory environment, and the competition from other exchanges.

Web3 Companies Can Use Tokens and DAOs as Competitive Weapons in 3 Big Ways (Tech Strategy – Daily Article)

In Part 1, I did a quick summary of the strange mix of ideas that is “web 3.0”. Blockchain, a new technology paradigm. Decentralization, which moves control away from corporate and government authorities. And back to users and contributors. New forms of governance based more on consensus and community. But I haven’t really talked about the […]

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