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I like this a lot. Can we also think about the nature of establishing and maintaining each type? Like non-value creating moats are harder to establish, while value creating moats are harder to sustain?
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Seems to me the greatest compounding over time comes from sustaining value creating moats, but capitalism makes that harder to do. While with non-value creating moats, the challenge is to erect the initial barrier.
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Under the differentiation section, you might want to think about a very specific kind of network; the whole ecosystem and/or platform discussion.
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What would be an example of moat built around implicit knowledge? Seems like a hard one to sustain..
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not sure I agree. Technical knowhow that can’t be written down has to be transferred by hiring people, and if it’s diffuse in the organization it’s hard to hire enough
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This taxonomy represents a set of assertions about what creates "value" *for consumers* that focuses on factors that can potentially create what Michael Porter calls "sustainable competitive advantage" and Warren Buffett calls a "moat." Presumably you are referring to net value.
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Factors that may create a moat include supply side economies of scale, demand side economies of scale, brands, regulation, intellectual property and culture. Each factor may or may not create net value. I don't agree that demand side economies create value but supply side do not.
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Couple more to consider - 1. Culture 2. Strategy? - Currently reading the book Good / Bad strategy and it talks about good strategy being a set of interconnected things that only work well together and hence hard to replicate
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