https://geoff-yamane.com/blog daily 1.0 2020-05-15 https://geoff-yamane.com/blog/2019/12/5/competitive-moats-in-an-information-world monthly 0.5 2019-12-16 https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1575513986613-C6FL5RQ1VAWFDJ2ZXZUZ/3+-+schematic.jpg Home - Competitive Moats in an Information World https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1575513047750-IFVZBF7X0MRS03FRVJ75/4-+Information+moats.png Home - Competitive Moats in an Information World Credit: Jerry Neumann - A Taxonomy of Moats [reactionwheel.net] https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1575513485039-APD7M66XUAAQOG9Q6VCD/5-+Amazon+flywheel.png Home - Competitive Moats in an Information World Credit: Amazon Flywheel [Futureblind.com] https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1575511806235-QL8NBIKVN12ODYFM08B6/1+-+data+information+knowledge.png Home - Competitive Moats in an Information World Credit: data-information-knowledge-humanities [figshare] https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1575512327388-L7FZQCQXJXQ6V2PK6X0C/2+-+Information+Matrix.jpg Home - Competitive Moats in an Information World Credit: The Matrix, Warner Brothers Films (1999) https://geoff-yamane.com/blog/2019/9/3/the-commoditization-of-information monthly 0.5 2019-12-05 https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1567349190857-802HABPQZP7U69A2F4O8/matrix-code-hallway.jpg Home - The Commoditization of Information The Matrix described a fictionalized virtual reality which exists in a computer-network, whose features could be described entirely in terms of the intangible quantity of information. Re-imagined in this light, many business (and investing) problems can also be understood and solved in terms of information. https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1567348883426-0WXZGH0IMELECB0EWQLK/Information+Plane+exhibit.png Home - The Commoditization of Information We can visualize information within a plane: large spheres represent hoarded information, diffuse smaller spheres represent sources of information which are externalized to the wisdom of crowds. Stock markets were likely the first “information platform”. https://geoff-yamane.com/blog/2019/5/27/the-abstracted-physical-world-where-bytes-meet-bricks monthly 0.5 2020-04-11 https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1558934132985-8E9GHPWKR1HCZJYQE7RP/The+Abstracted+World.jpg Home - The Abstracted World Christopher Nolan’s Inception https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1558934538017-06HB4Q921I9EWU0DZNF6/1+-+Main+street+in+physical+world.jpg Home - The Abstracted World As Cobb (Leonardo DiCaprio) and Ariadne (Ellen Page) walk the streets of Paris they are immersed in the physical world: florists, cafes, bookstores, banks, and streets surround them. In this world, competitive moats are largely contextual to physical location. https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1558926318001-QWS3J0M0LWIIJ1W3YTGE/9+-+panel+2+dws.png Home - The Abstracted World PANEL 2 https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1558931312128-E3JRSILCC2FPWXJVEHWA/4+-+abstracted+reality+plane.png Home - The Abstracted World https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1558926233058-PLTI3T93G1TT7T0IX34H/8+-+panel+1+dws.png Home - The Abstracted World PANEL 1 https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1558939506368-T45HNDUASR691QU7H0YK/2+-+physical+CAC+curve.png Home - The Abstracted World https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1558926051142-0YBQB12F8YNMB61XTNQZ/7+-+AMZN+here+bytes+meet+bricks.png Home - The Abstracted World https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1558939476724-NRDFY7280KEGWB7WMWV7/5+-+CAC+in+the+abstract+and+physical+worlds.png Home - The Abstracted World https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1558934602549-RQ0YSEEYR0VQVGM7ZM5R/3+-+dream+in+a+dream+paris+street.jpg Home - The Abstracted World As Cobb explains Inception to Ariadne he shows her the abstracted world of her dreams. This virtual world is no longer constrained by the physics of singular time and place. As Adriadne manipulates this world, she folds one Main Street on top of the other. In a world of abstraction, the scarcity of physical location has disappeared. https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1558925908360-B3I0J5T2JJQGZBKWO4TM/6+-+platform+transitions+and+open+protocols.png Home - The Abstracted World https://geoff-yamane.com/blog/2019/2/28/the-investing-meta-game monthly 0.5 2020-04-11 https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1551260213808-90W4RI2BELT74O5OG014/Exs+-+Ownership+of+stock+market.png Home - The Investing Meta-Game https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1551262356539-6D7EBRDCPNOKDJXQA7A2/Exs+-+Value+Tribe+Bubbles.png Home - The Investing Meta-Game https://geoff-yamane.com/blog/2018/09/17/the-investment-paradox-of-software monthly 0.5 2020-04-11 https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1544453007121-RNFPNCHGDMPVN3SGZIM6/Expected+return+versus+uncertainty.png Home - The Investment Paradox of Software https://images.squarespace-cdn.com/content/v1/5ba37a1d5417fc2bc68702ce/1544453123334-2BWM78CTM9SH94H9AF7C/These+experiments+are+multiplying.png Home - The Investment Paradox of Software https://geoff-yamane.com/blog/category/Investment+Strategy monthly 0.5 https://geoff-yamane.com/blog/category/Information+Theory monthly 0.5 https://geoff-yamane.com/blog/category/Investing monthly 0.5 https://geoff-yamane.com/blog/category/Frameworks monthly 0.5 https://geoff-yamane.com/blog/category/Strategy monthly 0.5 https://geoff-yamane.com/blog/tag/Pari-Mutuel+Betting monthly 0.5 https://geoff-yamane.com/blog/tag/Network+Effects monthly 0.5 https://geoff-yamane.com/blog/tag/Valuation monthly 0.5 https://geoff-yamane.com/blog/tag/DCF monthly 0.5 https://geoff-yamane.com/blog/tag/SaaS monthly 0.5 https://geoff-yamane.com/blog/tag/Compounders monthly 0.5 https://geoff-yamane.com/blog/tag/Quant monthly 0.5 https://geoff-yamane.com/blog/tag/Competitive+Advantage monthly 0.5 https://geoff-yamane.com/blog/tag/Eco-system monthly 0.5 https://geoff-yamane.com/blog/tag/Intangibles monthly 0.5 https://geoff-yamane.com/blog/tag/Frameworks monthly 0.5 https://geoff-yamane.com/blog/tag/Value+Investing monthly 0.5 https://geoff-yamane.com/blog/tag/Software monthly 0.5 https://geoff-yamane.com/blog/tag/Parasitic+Strategies monthly 0.5 https://geoff-yamane.com/about daily 0.75 2019-10-10 https://geoff-yamane.com/subscribe daily 0.75 2019-10-11 https://geoff-yamane.com/archive daily 0.75 2018-12-11 https://geoff-yamane.com/contact daily 0.75 2019-10-01