Jan
29th
Thu
29th
Someone Who Knows What He’s Doing
This article on Union Square Ventures blog is a manifesto of investment philosophy. It talks about market structure, gatekeepers, incumbent and new entrants. Barriers to entry, technology and competitive advantage.
Our investment strategy is to arbitrage the difference between the capabilities of the new medium and readiness of the existing economic and social structures to exploit those capabilities.
Please read it all because it is too insightful to pass on it.
