The course arc
Two blocks. Nine modules.
Read the industry first, then choose where to play and how to win. — the course, told in one line
Block I · Position the firm
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m.01The Value WedgeA firm wins when it drives a wider wedge between what buyers will pay and what supply costs - wider than any rival can.open →
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m.02The Five ForcesAn industry's profit ceiling is set by five forces that bargain, threaten, or compete the surplus away - structure, not weather.open →
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m.03Generic StrategiesPick a side: compete on cost or on differentiation, across a broad market or a narrow focus — straddling either is the trap.open →
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m.04Commitment & Capacity GamesA move is strategic when it is hard to reverse and changes what your rival will rationally do next.open →
Block II · Choose strategic moves
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m.05Disruption from BelowNew technologies enter underperforming and cheap; incumbents ignore them until the curve crosses what mainstream customers will accept.open →
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m.06The Two-Sided PlatformA platform is a market between two user groups linked by cross-side network effects, not a product sold to one.open →
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m.07Ecosystem as StructureAn ecosystem is the alignment of multilateral partners whose joint activity is required for a focal value proposition to materialize.open →
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m.08The Boundary of the FirmPull an activity inside only when the market would punish you for the relationship-specific bets it requires.open →
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m.09Ally, Acquire, or BuildBefore signing a deal, ask which mode of growth the resources, the market, and your own competence actually call for.open →