The hottest Competition Substack posts right now

And their main takeaways
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Top Business Topics

How dbt succeeds

benn.substack • 997 implied HN points • 14 Apr 23
💼 Business Data Analysis Technology Competition Monetization Acquisition
  1. dbt Labs' success has had a significant impact on people's lives by providing better job opportunities and higher salaries in the data industry.
  2. Despite its success, dbt Labs may face increasing competition in the future from startups and other companies that are challenging its position in the market.
  3. dbt Labs could consider evolving its business strategy by focusing on its community, exploring new product opportunities, or even exploring options like selling the company to better align with market trends and potential challenges.

Openings vs. Ratings

Zwischenzug • 314 implied HN points • 29 Apr 23
🎾 Sports Chess Ratings Strategies Competition
  1. At lower levels, expect to face 1. e4 often and focus more on Black opening preparation.
  2. In mid ratings, the London system is common, so be prepared for it.
  3. As you climb the rating ladder, face a variety of moves, so focus on preparing for the most common ones at your level.

the lonely pinnacle

derailleur • 699 implied HN points • 03 Apr 23
🎾 Sports Cycling Competition Challenges
  1. The Tour of Flanders has a rich history and culture tied to the region of Flanders.
  2. The race is characterized by challenging conditions, with riders facing harsh roads and tough competition.
  3. Tadej Pogačar's victory showcased his exceptional strength and skill, proving him to be a dominant force in cycling.
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Resilience Series Part 5: Robertet

Business Breakdowns • 255 implied HN points • 10 Oct 23
💼 Business Resilience Competition
  1. Robertet is a company that specializes in natural ingredients for perfumes and foods.
  2. The company's resilience comes from family ownership, vertical integration, and strong customer relationships.
  3. Robertet differentiates itself by focusing on natural ingredients and has a strong global network of suppliers.

Marc Andreessen"You Can't Build A Successful Company Without Thinking On Idea Maze !"| VC Remote Jobs & More

Venture Curator • 199 implied HN points • 24 Nov 23
💼 Business Startups Entrepreneurship Venture Capital Innovation Competition
  1. Good startup ideas are well-developed, multi-year plans that consider various paths and changes in the market, known as the Idea Maze.
  2. The Idea Maze concept helps founders think strategically about their company's journey, by mapping out potential paths to success or failure.
  3. When navigating the Idea Maze, founders can gain insights from history, analogies, theories, and direct experience to make informed decisions.

A lot of times you just need more bidders

Something to Consider • 19 implied HN points • 14 Jul 24
💼 Business Economics Auctions Valuation Market Power Competition
  1. Having more bidders in an auction often leads to better outcomes. More bidders means a higher chance that someone will value the item enough to buy it.
  2. In auctions, it's usually better to have more bidders than to have perfect control over the auction. More bidders can drive up the price and lead to better allocation of goods.
  3. Collusion is less likely to happen when there are many bidders competing against each other. More competition means it's harder for bidders to secretly agree on lower prices.

stuck in the moat

Dan Davies - "Back of Mind" • 235 implied HN points • 12 May 23
💼 Business Economics Management Productivity Competition Monopoly
  1. The concept of a 'moat' in business, popularized by Warren Buffet, has been misunderstood and misapplied by many.
  2. The original idea behind a 'moat' was to protect a business's unique advantage, not simply to create barriers through legal means.
  3. The focus on 'moats' led to a shift in management attention towards maintaining profits through artificial means rather than product improvement.

Why Monopolies Hate Repair

Fight to Repair • 118 implied HN points • 25 Jan 24
💼 Business Monopolies Repair Market Power Right-to-repair Competition
  1. The fight for the right to repair is closely tied to the fight against monopolies. Companies like Apple use control over repairs to limit competition and maximize profit.
  2. Monopolies can hinder a circular economy by prioritizing profit over repairability. The push for a real circular economy requires challenging traditional capitalist notions.
  3. Legislation like the Digital Markets Act can help combat the restrictive practices of monopolies and create a more repair-friendly future. Advocating for right to repair policies and regulations is crucial in this fight.

The Absurdity of the Open Letter Calling for a Pause on AI Development

The A.I. Analyst by Ben Parr • 216 implied HN points • 29 Mar 23
🕹 Technology AI Development Ethics Competition Regulation Collaboration
  1. An open letter calling for a pause on AI development is viewed as flawed by the author.
  2. The approach of trying to pause AI development for safety reasons is considered unrealistic and not well thought out.
  3. The author suggests that collaboration, transparency, and practical solutions are needed to guide AI's development instead of proposing a blanket pause.

The Rise of Closed AI Systems: A Shift in the AI Paradigm

Rod’s Blog • 99 implied HN points • 15 Feb 24
🕹 Technology AI Open Source Innovation Competition
  1. Open AI systems have been widely used in the past, promoting collaboration and sharing of AI technologies, but the trend is shifting towards closed AI systems that offer advantages like protecting intellectual property and user privacy.
  2. Closed AI systems, developed by private companies, are not accessible to the public or other researchers, leading to questions about transparency, accountability, and competition in the AI market.
  3. The emergence of closed AI systems presents a mix of benefits and challenges, such as fostering innovation and efficiency while potentially hindering collaboration and knowledge sharing in the AI community.

What if We Restricted Athletes Like We Do Tech Workers?

I Might Be Wrong • 9 implied HN points • 27 Dec 24
🎾 Sports Athletes Competition Public Opinion Hiring practices
  1. If we restricted athletes' hiring like we do with tech workers, it could really hurt the quality of sports teams. Teams need to pick the best players, regardless of their background.
  2. The debate about hiring based on nationality or identity shows how complicated the hiring process can be. But in sports, fans generally agree that winning comes first, and that means hiring the most skilled players.
  3. The discussion around merit versus restrictions often gets lost in social media arguments. People need to remember that companies, like sports teams, should focus on talent and performance.

Should regulated utilities be prevented from owning EV charging assets?

Knowledge Problem • 196 implied HN points • 23 Feb 23
💼 Business Regulation Competition Utilities Infrastructure Innovation
  1. The default presumption should be to quarantine the monopoly in regulated utilities owning EV charging assets to prevent anti-competitive practices.
  2. Regulated utilities entering competitive EV charging markets may have unfair advantages by leveraging their regulated status.
  3. Allowing regulated utilities to own EV charging assets could stifle innovation and competition in the market compared to independent firms.

How will Li Auto do going forward?

TP’s Substack • 15 implied HN points • 27 Nov 24
💼 Business Automotive Market Analysis Sales trends Product Development Competition
  1. Li Auto has a strong sales and product design team, but it faces tough competition from other automakers. Its sales have dropped recently, showing it might struggle to keep growing.
  2. Other companies, like BYD and Huawei, are releasing new models that might outperform Li Auto's offerings. This increased competition can make it harder for Li Auto to attract customers.
  3. Li Auto may have trouble keeping its costs down because it's unlikely to access the same high-performing batteries that competitors use. This could make it difficult for them to price their vehicles competitively.

The Dawn of Woke AI

Maximum Truth • 189 implied HN points • 24 Feb 24
🕹 Technology AI Bias Ethics Competition Social media Artificial Intelligence
  1. Google's Gemini Advanced AI displayed bias by predominantly erasing European features in its generated images.
  2. The head of Google's AI team, Jack Krawczyk, has displayed strong political views, influencing the direction of the AI's bias.
  3. Competition in the AI industry offers hope for less biased alternatives to heavily politicized AI models like Google's Gemini Advanced.

👨‍🔧 Shopmonkey - The All-in-One Solution for Car Repair Shops

Overlooked by Alexandre Dewez • 176 implied HN points • 03 Apr 23
💼 Business Startups Market Analysis Revenue streams Competition Market Dynamics
  1. Independent auto repair shops rely on outdated methods and are in need of digitization.
  2. Shopmonkey is focusing on building an all-in-one solution for auto repair shops, expanding its services and customer base.
  3. Shopmonkey is facing competition from other VC-backed startups in the same market space.

Common Chicanery about Competition (from the archives)

Economic Forces • 6 implied HN points • 02 Jan 25
💼 Business Economics Competition Market Theory Supply and Demand Pricing
  1. You don't need complete knowledge or information for competition to exist. All you need is an understanding of your own likes and the price of the goods.
  2. Competition does not mean that companies make no profit. In fact, if prices are above costs, companies can still earn profits even in a competitive market.
  3. You don't need an endless number of buyers and sellers to have competition. Even a few sellers can compete if their products are good substitutes for each other.

The Age of Incumbents

Investing 101 • 133 implied HN points • 02 Mar 24
🕹 Technology Data AI Market Competition Software
  1. Technology as an asset class is relatively new in the stock market, with tech companies now dominating market capitalization.
  2. The age of dynamic dinosaurs is here, with established tech companies evolving and becoming more challenging to displace.
  3. Big markets attract big attention, but distribution is key for success in tech, as seen with companies like Microsoft leveraging built-in distribution for products like Teams.

The Coming Wave of AI, and How Nvidia Dominants

Mule’s Musings • 366 implied HN points • 30 May 23
🕹 Technology AI Semiconductors Inference Training Competition
  1. Large Language Models (LLMs) are powering AI applications and depend on factors like model size, training data, and computing power.
  2. Semiconductors benefit from the demand for LLMs due to their computing power requirements for training and inference, creating opportunities for companies like Nvidia.
  3. Nvidia dominates in the AI hardware market with a three-headed hydra strategy focusing on networking and systems, accelerator hardware, and software solutions.

The Structure of Competition between Cryptocurrency Exchanges

Not Investing Advice • 137 implied HN points • 07 Jun 23
🔮 Crypto Competition Exchanges Market Dynamics Regulation
  1. Crypto exchange ecosystem is competitive with over 100 active exchanges in the US trading similar assets.
  2. Binance and Coinbase listing new tokens increases trade volume on other exchanges, making them complements not substitutes.
  3. Small exchanges rely on market maker arbitrage with Binance/Coinbase for liquidity, showcasing the 'leader' role of large exchanges in crypto markets.

The UK’s decision to block the Microsoft / Activision merger is courageous and right

The Counterbalance • 137 implied HN points • 28 Apr 23
💼 Business Mergers Regulations Competition Tech Giants Economy
  1. The UK's decision to block the Microsoft / Activision merger shows courage and defends against concentrated economic power.
  2. The UK's action signifies a global shift against the dominance of digital tech giants post-Brexit.
  3. Blocking the merger protects UK citizens, businesses, and consumers while promoting a more resilient economy.

Systemic Incentives

Confronting the Future • 137 implied HN points • 30 Aug 23
💰 Finance Banking Stablecoins Financial system Inclusion Competition
  1. When you deposit money into your checking account, the bank can use it however they want and only pay you a tiny amount, like 0.42% on average.
  2. Using stablecoins backed by short-dated T-bills can eliminate subsidizing risky borrowers, black box bank solvency issues, and slow payment transfers.
  3. Stablecoins may revolutionize the financial system by ensuring users do not subsidize risky borrowers, avoiding complex bank solvency risks, and eliminating legacy payment delays.

How to find your Blue Ocean[Storytime Saturdays]

Technology Made Simple • 99 implied HN points • 02 Dec 23
💼 Business Strategy Career Tech Competition Innovation
  1. The Blue Ocean Strategy helps you differentiate yourself in your career and business by finding a less competitive niche with high growth potential.
  2. Effortless at its core, the Blue Ocean Strategy offers the path of least resistance to success, but still requires hard work.
  3. To find your 'Blue Ocean,' look outside for unique ideas, seek diverse feedback, and explore different groups and communities for growth and innovation.