![[REPLAY] Alex Moazed – Building Modern Monopolies - [Invest Like the Best, EP.25]](https://megaphone.imgix.net/podcasts/12739fc8-ccce-11ed-87bf-5368db8493ea/image/Invest_Like_The_Best_Podcast_Cover_1400x1400.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Invest Like the Best with Patrick O'Shaughnessy
[REPLAY] Alex Moazed – Building Modern Monopolies - [Invest Like the Best, EP.25]
Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.com
Show Notes
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[REPLAY]
Modern Monopolies: What It Takes to Dominate the 21st Century Economy, which explores the platform business model (Uber, Airbnb, Github). Alex is also the founder and CEO of Applico, a company that he started in his dorm room that is since grown into a huge enterprise that helps startups and Fortune 500 innovate with platforms. Alex and I talk about history and future of businesses and different types of business models. There’s a lot in here for investors, entrepreneurs, and historians. Please enjoy!
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
Follow Patrick on twitter at @patrick_oshag
Books Referenced
Modern Monopolies: What It Takes to Dominate the 21st Century Economy
The Systems Bible: The Beginner's Guide to Systems Large and Small
The Master Switch: The Rise and Fall of Information Empires
Zero to One: Notes on Startups, or How to Build the Future
Links Referenced
Failed Color App
Applico
Show Notes
– (first question) – Exploring the history of business models from linear to platform.
– A look at the share of overall business platform companies have taken over
Modern Monopolies: What It Takes to Dominate the 21st Century Economy
– The potential for platform businesses over the next 20 years
– Detailing the difference between a linear and a platform business
– Exploring transaction costs and core transactions across different business models
– Is the platform business model good for investors and VC’s since so many can get crushed when there’s a sole victor, or is it just for the founders and entrepreneurs.
– How the self-driving car is going to deliver more opportunity for consumer consumption
– Untapped supplies as the opportunity for new platforms and where we could see new openings
– How consolidated will things become across all platforms
– How do platform companies create a moat to keep others from replicating their business strategy
– Are there platform strategies that specifically don’t work
Failed Color App
– Why complex systems typically don’t scale up and you should think small and easy to get started
– The Systems Bible: The Beginner's Guide to Systems Large and Small
– How the origin of so many larger companies started out small and localized, and why it makes investors more comfortable
– How Alibaba had to tweak their business model to accommodate the Chinese market
– Why are the modern monopolies better for consumers
– Exploring platforms that are asset heavy
– What do you look for as a VC to determine
– Alex’s take on whether a platform based company like Uber should be more asset heavy
– Exploring some lesser known platform businesses that Alex finds interesting
– If there is a demand in the secondary markets for a product, why don’t the primary suppliers simply raise their prices
– What Alex’s portfolio of platform-based businesses would look like
– A couple of most influential books Alex has read
– The Master Switch: The Rise and Fall of Information Empires
– Zero to One: Notes on Startups, or How to Build the Future and other Peter Thiel books
– Looking at Applico, how it started and how it become so focused on the platform business model
Most memorable day for Alex
– Kindest person to Alex in his life
– What platform opportunities could exist in the financial world
Learn More
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
Follow Patrick on twitter at @patrick_oshag
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