Competitive Advantages

Intro to Types of Moats
- A Taxonomy of Moats
  Jerry Neumann, Venture Investor, Neu Venture Capital
  If you read nothing else on this syllabus, read this article. It is extremely comprehensive: it covers dozens of moats in 4 high-level categories. https://www.saastr.com/whats-your-moat/
- 10 Ways to Build a Moat in SaaS
  Jason Lemkin, Founder, SaaStr
  After previously believing it is hard to have a moat as a SaaS company, Jason now believes at least 10 types exist: 1. Brand 2. Data 3. Structured Data 4. Partners + Ecosystem 5. Integrations 6. Agencies and Implementation Partners 7. Long-Term Contracts 8. Using Massive Amounts of Capital To Play In Every Segment 9. “Most Enterprise” Vendor 10. No Contract At All
- Compounding Economic Moats for Technology Companies
  Vic Singh, Founding General Partner, Eniac Ventures
Data Moats: Algorithms & ML
- The Value of Data, Part 1: Using Data as a Competitive Advantage
  Leo Polovets, General Partner, Susa Ventures
- Building Competitive Moats With Data
  Pete Skomoroch, Head of AI Automation & Data Products, Workday
- The New Moats
  Jerry Chen, Partner, Greylock Partners
- The Empty Promise of Data Moats
  Martin Casado, General Partner, Andreessen Horowitz
Data Moats: Stickiness
- The “All my shit’s in there” (AMSIT) Factor — a SaaS product theory
  Derek Skaletsky, Head of Product Led Growth, Copper

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