Business Models¶
IDK¶
- Health
- Liquidity
- Fragmentation on all sides
- Profitability
- Scalability
- Network effects
- Defensibility
- Brand
- Embed
- Scale
- Intellectual Property
Stages of Startup¶
- Pre-liquidity
- PMF
- What is core action
- Frequency
- Time between core action
- PMF
- Post-Liquidity
- Growth / Engagement to core action
- Acquisition
- Activation
- Retention
- Revenue
- Referral / Virality
- Loyalty
- Network effects
- Growth / Engagement to core action
IDK¶
Participants - Supply - Demand - Facilitators
Domains - Value Creation - Marketing - Sales - Value Delivery - Finance
For each participant and domain, you have these pillars Pillars - Selection - Experience - Value - Affordability - Loyalty - NCR - Fintech
Properties of Networks¶
- Participants
- One-sided
- Two-sided
- 3-sided
- Multi-sided
- Frequency
- Ticket size
- No of users on both sides
- Fragmentation
- Payment flow
- Types of network effects
- Same-side
- Cross-side
- Locality
- Hyper-local
- Cross-border
- Types of product/service
- Commoditized
- Differentiated
- Personal
- Asymmetric
- Supply-constrained
- Demand-constrained
- Value prop
- Full
- Partial
- Homogeneity
- Homogenous
- Heterogenous
- Time
- Real-time
- Quick
- Same-day
- Slow
- Verticals
- Multi-vertical
- Single-vertical
- Size of market - PAM, TAM, SAM, SOM
- Pollution
- Defensibility
- Nativity
- Native apps
- Extender
- Platform
- Integrations
- Plugin
- Disintermediation
- Multi-tenanting
- Nativity
- Formation of network
- Density
- Identity
- Proximity
- Difficulties
Types of Networks¶
- Physical
- Protocol
- Personal Utility
- Personal
- Market network
- Hub & Spoke
- Marketplace
- Platform
- Asymptotic marketplace
- Experties
- Data
- Tech performance
- Tribal
- Belief
- Language
- Bandwagon

Business model \(\ne\) Business
Business model innovation is critical to develop a quality business, attack new markets and drive profitability
Components¶
- Value Proposition
- Market Segment
- Value Chain Structure
- Position in the Value Network
- Revenue Generation and Margins
- High volume/Low margin
- Low volume/High margin
- Competitive Strategy
- Stage of Development
Business Model Canvas¶
- Value proposition
- Customer segment
- Distribution channel
- Customer relationship: Feedback mechanism
- Key activities
- Key resources
- Key partnerships
- Cost structure
- Revenue stream