
E32: Everything You Need to Know About Competitive Moats with Lightspeed Partner Sebastian Duesterhoeft (Round 2)
Run the Numbers
Counter Positioning as a Competitive Moat
This chapter explores the concept of counter positioning as a competitive moat, using the example of Blockbuster and Netflix to illustrate how offering a different product or service disrupts the incumbent's business. It discusses the transition from subscription to usage-based models and the challenges it presents for incumbents, as well as the risks and rewards of undergoing such transitions.
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