

E32: Everything You Need to Know About Competitive Moats with Lightspeed Partner Sebastian Duesterhoeft (Round 2)
Jan 22, 2024
Sebastian Duesterhoeft, partner at Lightspeed Ventures, returns to discuss competitive moats and the advantages they offer companies. They explore different types of moats, highlight the power of network effects, analyze Google and Amazon's strengths, and discuss counter positioning as a disruptive strategy. They also delve into the hesitancy of large companies to change and the importance of building sustainable moats from the start.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Types of Competitive Moats
02:56 • 11min
Competitive Advantages of Google and Amazon
14:19 • 6min
Counter Positioning as a Competitive Moat
19:50 • 8min
Analyzing Competitive Moats and the Hesitation of Large Companies to Change
27:35 • 3min
Building Competitive Moats and Long-Term Sustainability
30:15 • 8min