The hottest Competition Substack posts right now

And their main takeaways
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Top Business Topics

Huawei to Transform Chip Game

Sector 6 | The Newsletter of AIM • 39 implied HN points • 11 Sep 23
🕹 Technology Semiconductors AI Hardware Innovation Competition
  1. Huawei is entering the chip market and competing directly with NVIDIA. Their Ascend 910 AI processor has similar power to NVIDIA's A100.
  2. The Ascend 910 offers strong performance with 256 TeraFLOPs while using less power than the A100. It shows that Huawei's technology can be efficient and effective.
  3. More companies, like iFlytek, are choosing Huawei's chips for AI development, indicating a shift in the industry. This could change the landscape of chip manufacturing.

Short Thoughts on "Getting It"

Autoscriptorium • 39 implied HN points • 05 Aug 23
📖 Philosophy Reality Ethics Morality Competition Influence
  1. Understanding and aligning with the shared 'it' within a group is crucial for individuals to navigate collective reality.
  2. Diverse interpretations of the same 'it' can lead to significant discord and fractures within groups.
  3. The concept of 'getting it' is dynamic and ever-evolving, requiring individuals to adapt their understanding to avoid becoming outdated.
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What if it’s too easy?

The Hive • 39 implied HN points • 24 Jul 23
🕹 Technology Innovation Coding AI Competition
  1. Sometimes things may seem hard or impossible, but seeing others do it can change your perspective.
  2. Try short spikes of work to test if something is actually as difficult as it seems.
  3. Competition in your space can be beneficial, as you can learn from others' mistakes and plans.

Coffee Wars: How the arrival of Cotti has sparked a price war

Tech Buzz China Insider • 39 implied HN points • 01 Sep 23
💼 Business Competition Expansion
  1. Cotti Coffee, a new player in the market, sparked a price war in China's coffee industry with its unique franchising model and aggressive growth strategy.
  2. Despite past failures, the founder of Cotti Coffee successfully replicated Luckin Coffee's model, attracting former Luckin franchisees and capitalizing on product innovations and trendy branding to appeal to young consumers.
  3. The rapid expansion of Cotti Coffee highlighted challenges such as shortages of equipment and oversight issues, but the brand's focus on constant product innovations and branding collaborations set it apart in the competitive coffee market.

Amazon’s Strategic Moves to Counter Temu’s Competitive Edge: The BuyBox Innovation

Gad’s Newsletter • 41 implied HN points • 19 Feb 24
💼 Business E-commerce Competition Consumer behavior Strategic Planning
  1. Amazon is facing competition from companies like Temu, pushing them to innovate strategy like introducing a second BuyBox.
  2. The BuyBox tool simplifies shopping by highlighting one listing, and its introduction boosts marketplace orders, lowers entry barriers for sellers, and can lead to lower prices and higher quality for consumers.
  3. Self-preferencing of Amazon's products in search results may have mixed effects, impacting competition, innovation, consumer choice, and marketplace dynamics.

Platform Papers 2022 Year in Review

Platform Papers • 59 implied HN points • 29 Dec 22
🕹 Technology Research Academic Platforms Competition Regulation
  1. In 2022, there was a record number of academic papers published on platform competition, with a significant increase in marketing-related research.
  2. The research themes in platform competition covered ecosystem governance, network effects, heterogeneity within platforms, and corporate scope.
  3. Academic articles highlighted topics such as differential revenue sharing, collective governance, positive demand spillover, local network effects, and decentralized platform governance.

Elo ELI5'd

inexactscience • 39 implied HN points • 15 Jul 23
🎾 Sports Chess Competition Rankings Statistics Mathematics
  1. Elo ratings are used to compare the strength of players, particularly in chess. They help predict the outcome of games based on the players' ratings.
  2. The formula for updating Elo ratings takes into account the expected score of a player and the actual outcome of a game. If the outcome is surprising, the rating changes more significantly.
  3. Elo ratings can also be applied beyond chess to other areas, like ranking items or comparing performance in various fields, showing their versatility as a simple yet effective system.

I don’t know anyone using InVision Studio, and that’s too bad

Better After a Nap • 19 implied HN points • 11 Jan 24
🕹 Technology Product Design User Experience Software Tools Product Strategy Competition
  1. An MVP needs to offer a key differentiator or a promise of one soon to make an impact in a competitive market.
  2. Meet the specific needs of your core user base swiftly and effectively to stay ahead of the competition.
  3. Maintain a laser focus on your core business, listen to user feedback, and avoid overhyping your product to build trust and loyalty.

The Third Network

Net Interest • 29 implied HN points • 23 Feb 24
💼 Business Finance Technology Retail Network Effects Competition
  1. Network effects are a powerful competitive advantage that can drive exponential growth.
  2. Overcoming the cold-start problem is crucial for new platforms to gain traction and reach a tipping point where growth becomes self-sustaining.
  3. Building a network requires strategic partnerships, operational efficiency, and continuous innovation to maintain and expand its reach and impact.

Everything Wrong With: "Illumina: The Measurement Monopoly" Part 1/8

ASeq Newsletter • 43 implied HN points • 03 Nov 23
🕹 Technology Innovation Competition Industry Development Market
  1. Improvement in DNA sequencing has been slow compared to advancements in other industries like semiconductors
  2. Illumina's best selling sequencer is aging and there's a lack of significant competition in the market
  3. Technological advancements in sequencing are mainly incremental, with a focus on adding more cameras and making flow cells bigger

What makes something defensible?

Superfluid • 79 implied HN points • 29 Mar 23
💼 Business Venture Capital SaaS Startup Investment Competition
  1. Moats are evolving rapidly in the business world, fueled by technological advancements like GPT-4.
  2. Founders need to articulate their product's defensibility to VCs and focus on long-term moat building strategies.
  3. VCs may need to be more selective in their investments, considering competition, data as a moat, and the importance of long-term product vision.

Only the paranoid survive

Tech Ramblings • 19 implied HN points • 03 Nov 23
💼 Business Management Strategy Startups Competition Finance
  1. Always be aware of your competition, but don't obsess over them. Check in from time to time to learn and adjust, but your main decisions should come from your own vision.
  2. Prepare for tough times by planning for unexpected challenges. Budget more than you think you'll need and set realistic goals to avoid panic later.
  3. Think ahead about employee turnover and customer commitments. People and situations change often, so it's smart to expect the unexpected and have a plan in place.

Life After the ¥ 8 Billion Hit: How is Didi Faring?

Tech Buzz China Insider • 19 implied HN points • 29 Oct 23
💼 Business Tech Market Analysis Regulation Competition Financial impact
  1. Didi faced a significant regulatory fine in China, impacting its IPO and leading to delisting from the New York Stock Exchange.
  2. Competitors like Amap took advantage of Didi's ban on new user registrations to capture over 20% of the market share.
  3. To counter the challenges, Didi launched a budget-friendly independent ride-hailing brand, Huaxiaozhu, until the ban was lifted in January.

Why OpenAI is forced to enter the search business

Enterprise AI Trends • 13 HN points • 15 May 24
🕹 Technology AI Search Market Trends Competition Consumer Tech
  1. OpenAI is entering the search market because they need to compete with Google and Meta, who are offering similar AI features for free. This means OpenAI has to find new ways to keep users interested.
  2. The company is facing challenges in both the enterprise and consumer markets, as competitors are closing the technology gap quickly. This makes it harder for OpenAI to maintain its lead and attract enterprise customers.
  3. If OpenAI wants to succeed in search, they need to keep things simple and avoid copying Google's strategies. Partnering with companies like Apple could help them become more relevant and popular.

This Friday: Symposium on Right To Repair

Fight to Repair • 59 implied HN points • 19 Apr 22
🕹 Technology Legislation Policy Intellectual Property Consumer Protection Competition
  1. UC Berkeley Law School is hosting a symposium on The Emergent Right to Repair over two Fridays.
  2. The symposium will cover policy questions at the heart of the repair debate, such as the impact of restrictions on repair on competition and consumer benefits of open repair markets.
  3. Keynote speakers include Tim Wu and Senator Ron Wyden, discussing technology, competition, and legislation related to the right to repair.

Weekend Theorys No. 4

Working Theorys • 21 implied HN points • 18 Feb 24
💼 Business Startups Consumer behavior Marketing Innovation Competition
  1. The concept of 'cool' is depreciating faster than ever, leading builders to rethink product longevity. Minimizing time to value and embracing time to lameness are key strategies.
  2. Builders must navigate between the online persona ('netizen self') and real-life persona ('citizen self') to maintain authenticity and relevance in a digital age.
  3. Launching new products in a slow and deliberate manner, focusing on timeless design, and inventing new product categories can help extend the lifespan of a product in a fast-changing market.

From McLaren's Title Sponsors to the Next Company on Regulators' Mind: What's Going to Happen with Vodafone and Three UK

Startupology • 19 implied HN points • 03 Jul 23
💼 Business Mergers Regulations Telecom Competition Investment
  1. Vodafone and Three UK plan to merge to become the largest mobile operator in the UK.
  2. Merging may reduce prices for consumers but also raise concerns about market competition.
  3. Regulators will play a critical role in deciding if the merger is beneficial for customers or not.

Taking a Power Swap - Charting NIO's Journey

Tech Buzz China Insider • 19 implied HN points • 04 Aug 23
🕹 Technology Electric Vehicles Battery technology Competition Manufacturing Market Expansion
  1. NIO's battery swap system sets it apart from other EV companies, offering a unique advantage by reducing vehicle prices through battery separation.
  2. NIO has evolved its battery swap stations from first to second generation, with plans for third generation stations that prioritize automation and unstaffed operation.
  3. Despite the benefits, the adoption of NIO's battery swap technology faces challenges due to the specific battery requirements and potential safety concerns, raising questions about the future convergence of battery swapping and fast charging.

Beyond Binging: Unraveling the Subscription Phenomenon

Startupology • 19 implied HN points • 31 Aug 23
💼 Business Subscription services Competition Pricing Strategies Customer Retention Market Trends
  1. Subscription companies often fail because they struggle to offer superior quality products compared to the competition.
  2. Rising competition in the subscription industry is leading to companies increasing prices, cracking down on password sharing, and introducing additional fees.
  3. To innovate and adapt, subscription companies could explore usage-based pricing models and collaborations to stay competitive in the saturated market.

Tesla's Model Y Seizes Pole Position: Global Sales Champion in Q1 2023

Stage Zero • 19 implied HN points • 25 May 23
💼 Business Electric Vehicles Market Trends Competition
  1. Tesla's Model Y is the new global sales champion in Q1 2023, surpassing traditional combustion vehicles.
  2. Elon Musk's bold prediction that Model Y would lead global sales in 2023 seems to be materializing.
  3. The success of Model Y reflects the growing demand for electric SUVs and Tesla's effective strategy in the automotive industry.

Debunking the Myth of Network Effects

Platform Papers • 19 implied HN points • 13 Sep 23
💼 Business Technology Competition Monopoly Antitrust Strategy
  1. Network effects can be powerful in digital platforms but may not always lead to the expected outcomes. A merger between pet-sitting platforms revealed that horizontal preferences and platform differentiation can play a significant role in user behavior.
  2. The strength of network effects can be challenging to quantify due to external factors influencing participant value. Understanding factors like switching costs and repeat exchanges is crucial in assessing the true impact of network effects.
  3. Having multiple competing platforms can be more beneficial than having a single dominant one. This diversity can foster healthy competition, innovation, and prevent monopolistic practices, highlighting the importance of antitrust regulations.

From DVDs to Streaming: Netflix’s Less Enduring Moat

Gad’s Newsletter • 56 implied HN points • 01 May 23
💼 Business Streaming Content Operations Competition
  1. Netflix's transition from DVD-by-mail to streaming marked the end of an era of innovation and disruption in the entertainment industry.
  2. Operational efficiency and supply chain management were crucial for Netflix's success in the DVD era, but content quality is now the primary focus in the competitive streaming landscape.
  3. Lasting competitive moats are built on human interactions, behaviors, and long-term dependencies, rather than just technology alone.

OpenAI-mer

Sector 6 | The Newsletter of AIM • 19 implied HN points • 18 Jul 23
🕹 Technology AI Regulation Competition Innovation Development
  1. OpenAI is facing challenges from regulators and competition in the AI field. They are under investigation by the FTC and must deal with new rivals like Elon Musk's xAI.
  2. Competitors like Anthropic and Google are making significant advancements, with Anthropic potentially surpassing OpenAI's GPT-4 and Google improving its Bard tool.
  3. The strategies OpenAI used to highlight AI risks may not be working in their favor anymore and could be backfiring on them.

Natto Thoughts Explainer: China’s Great Leap Forward into a Brand-new Electric Vehicle Industry

Natto Thoughts • 19 implied HN points • 12 Apr 23
💼 Business Industry Market Competition Policy Innovation
  1. China's top-down strategy in developing the EV industry has led to significant market dominance, increasing the country's global economic influence.
  2. The three stages of China's EV industry development involved government support, special programs, and industry incentives to rapidly create a new industry.
  3. The growth and advancements in China's EV industry have implications of boosting global climate policies, forming industry alliances, and intensifying competition among EV makers.

Antitrust Intervention in Big Tech

Platform Papers • 19 implied HN points • 11 Apr 23
💼 Business Tech Antitrust Innovation Competition Regulation
  1. Antitrust regulators worldwide are trying new legislation to prevent large platforms from abusing their market power.
  2. Past antitrust interventions, like the case of Microsoft, show that curbing dominant platforms can lead to increased innovation but decreased profits for complementor firms.
  3. It's crucial for both complementors and platforms to be aware of the risks of over-dependence and to find a balance that encourages innovation while ensuring profitability in the long term.

Reports about the death of community group buying are greatly exaggerated …

Tech Buzz China Insider • 19 implied HN points • 29 Apr 23
🕹 Technology E-commerce Startups Market Trends Logistics Competition
  1. The Community Group Buying industry has seen major players like Meituan and Pinduoduo dominate the market despite challenges, aiming for cost reduction and efficiency.
  2. The industry is projected to continue growing in 2023, with expansion into new markets and improvements in existing businesses contributing to its projected 50-60% GMV growth.
  3. Challenges faced by the industry include difficulty in balancing price and quality, limited target audience, and cost savings even with the use of big data.

#10: Why is there no Government-Built Social Media?

Loeber on Substack • 31 HN points • 05 Jul 23
🕹 Technology Social media Government Regulation Public Sector Competition
  1. Social media has become politically impactful and is no longer considered just a form of entertainment.
  2. There is a growing need for a reliable government-provided social media platform as private platforms face challenges.
  3. Despite interest and potential feasibility, there is still no government-provided social media platform, sparking questions about its absence.

Finding your niche in the startup industry[Story Time Saturday]

Technology Made Simple • 39 implied HN points • 01 May 22
🕹 Technology Product Design Decision-making Software Development Competition Innovation
  1. Develop products that stand out from the competition by focusing on unique features or solutions.
  2. Find a balance between high performance through focus and scalability by considering factors like resources and challenges.
  3. When deciding between powerful but expensive techniques and simple, inexpensive options, weigh the benefits of each to make an informed choice.

2 years of building a commercial open-source company

Navaneeth’s Newsletter • 49 implied HN points • 31 Mar 23
🕹 Technology Open Source Startups Funding Software Development Competition
  1. Started ToolJet as a project during home quarantine and faced challenges but received positive feedback from users.
  2. Launched ToolJet's public beta and open-sourced the codebase, gaining quick traction on ProductHunt and HackerNews.
  3. Raised VC funding for ToolJet, transitioned to ToolJet 1.0 with enhanced features, and continued building towards ToolJet 2.0 despite competition.