5frameworks
Showing 1–5 of 5
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Force-Feed Capital StrategyIn-depth
Overwhelm competition by stuffing portfolio companies with 3-4x more capital than asked
Moat Collapse and Distribution-as-MoatIn-depth
AI destroys capital and code moats; distribution and authentic voice are what survive
Contrarian Idea SelectionIn-depth
Smart people thinking you're crazy is the moat signal, not a red flag
The Network Effects X-Y Graph Model
Plot customer value against penetration to identify winner-take-all businesses
The Network Effects Assessment Model
If each new user makes the product more valuable for all users, you win