competitive advantage

3 statements across 3 episodes · 0 bullish · 0 bearish · 3 people on the record · first statement Nov 12, 2018 by Leo Polovets · across every show →

Everything said about competitive advantage, oldest first

Nov 12, 2018
Insight
Polovets: Hard work and domain expertise are not sustainable moats
“And the truth is like, those are nice things to have and they'll help you get a headstart for a couple of months or maybe a year or two, but those are not sustainable competitive advantages. Like you can't outwork every company in the world forever.”
Leo Polovets Nov 12, 2018 ▶ 16:33 20VC: Why Warm Intros Are Mostly Dumb, Why Ownership is Built On First Check and 4 Crucial Elements To Make Cold Inbound Attractive with Leo Polovets, General Partner @ Susa Ventures
Jul 15, 2022 neutral
Disclosure
Singlehurst: Baillie Gifford's moat analyses look like dynamic meditative essays
“We are not trying to accurately nail down what a company's competitive advantage is or will be. Actually, if you look at the reports we write, the analysis that we do on competitive advantage, it looks more like a meditative, meditative essay than a set of ass…”
Peter Singlehurst Jul 15, 2022 ▶ 12:46 Peter Singlehurst: The Most Powerful Investor You've Never Heard of | 20VC #907 · 20VC with Harry Stebbings
Oct 18, 2024
Insight
Le Nel: A tech company's edge stems from measuring what competitors cannot
“At the end of the day, your competitive advantage will always come from your ability to measure more than your competitors, because then suddenly you're gonna do that.”
Antoine Le Nel Oct 18, 2024 ▶ 13:07 Antoine Le Nel, CGO @Revolut: How Revolut Launch and Grow Products & Why CAC is a BS Metric | E1216 · 20VC with Harry Stebbings
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