All About Defensibility
Today: Founders and investors are rightfully obsessed with defensibility. Here’s a curated list of writings and resources.
The Agenda 👇
Systems of intelligence as an investor’s meta-thesis
Defensibility: a key outcome of strategic positioning
An inverse relationship between scalability and defensibility?
Value investors’ passion for the notion of an “economic moat”
Defensibility and uncertainty in the startup world
A telling example of a system of defensibility: Lego