All posts tagged “scale

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A taxonomy of moats

Jerry Neumann’s recent blog post on the “taxonomy of moats” is a great summary of the ways in which companies — and perhaps even cities — can protect themselves against competition. Here’s an excerpt from his introduction: Value is created through innovation, but how much… Read More

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10x the scale

Below is a chart from Benedict Evans comparing annual revenue from the Wintel era (Microsoft + Intel) to the current GAFA era (Google, Apple, Facebook, and Amazon).  His argument is that, today, “the scale of tech winners” is about 10x what it was during the… Read More