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jerryking : kernels   3

Hedge fund manager driven by a thirst for knowledge
December 10/11th, 2016 | Financial Times | Lindsay Fortado.

“I am always paranoid I’m not smart enough,” he said. “The biggest challenge in today’s world is that knowledge has increasingly become a commodity. How do you find the kernel of information, that anomaly that enables you to generate alpha?"
hedge_funds  United_Kingdom  HBS  slight_edge  anomalies  philanthropy  alpha  kernels  commoditization_of_information 
december 2016 by jerryking
Patterns of Deconstruction: Layer Mastery
JANUARY 01, 1999 | bcg.perspectives |by David Edelman.

In order to exist as a layer, a product or activity supplied by a single company must be a key input to one or many value chains, while also being modular enough to stand on its own as an independent business.
So, the first step in achieving layer mastery is to identify whether any assets or capabilities that have traditionally been part of your proprietary product definition or process expertise may represent the kernel of a new layer business. Often, the asset or capability you have been protecting most carefully is precisely the thing you should be selling to as many players as possible—competitors included—in an effort to create a branded industry standard.

Is the Layer Worth Mastering?

Not all are. Deconstruction de-averages the economics of a business. Some layers are naturally fragmented, leading to stalemate. Other layers, however, can be highly scale sensitive, leading to winner-takes-all competitive dynamics.
For instance, as deconstruction separates physical activities from informational ones, a new information-based scale is emerging. In layers governed by this information scale, network effects create ever increasing value for customers as more of them use the layer—a powerful economic logic for the existence of a dominant competitor.
BCG  layer_mastery  deconstruction  core_competencies  winner-take-all  physical_activities  value_chains  scaling  assets  capabilities  network_effects  kernels  informational_activities 
april 2015 by jerryking
WSJ Road Trip to San Diego…. - In Charge - WSJ
* March 17, 2011, By Colleen DeBaise

How does one take a kernel of an idea and build it into an empire?

San Diego’s skyline.

That’s the question I’ll ask five entrepreneurs at the Journal’s How I
Built It event in San Diego on March 31.

If you’re not familiar with the How I Built It events, they’re named
after our popular column, which has featured Chipotle’s Steve Ells, Geek
Squad’s Robert Stephens and LinkedIn’s Reid Hoffman, among others.
inspiration  entrepreneur  Reid_Hoffman  road_trips  kernels 
march 2011 by jerryking

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