149. Startup Moats, Deep Tech & Where Science Fiction becomes Science Fact (Bilal Zuberi)

Bilal Zuberi of Lux Capital joins Nick to discuss Startup Moats. In this episode, we cover:

• An overview of moats
• Example companies with moats
• How to build a monopoly from the outset and if Bilal requires in startups he invests in
• Incremental vs. step-change innovation and the implications on the breadth and depth of the moat
• The types of moats
• Bilal's take on data and network effect-based moats
  using a business model as a moat
• His thoughts on building brand as a sustainable competitive advantage
• How NPS score plays a role
• An example where Bilal thought there was a moat but it proved not to have the defensibility predicted
• And finally I get Bilal's take on Lux's investment strategy, their portfolio and how they are building value in the water, on the ground, in the air and even up in space

 

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