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Eli M. Blatt, MBA, PhD
Co-Founder and CEO of Thinkable, with extensive experience in investment and technology sectors.
Eli M. Blatt, PhD, MBA, CIMA
Eli M. Blatt is the Founder and Managing Partner of Megacap Capital, a firm that provides investors access to equity in both early and late-stage companies by creating and managing Special Purpose Vehicles (SPVs).12
Some key facts about Eli M. Blatt:
- He has a PhD and MBA degree1
- He is also a Certified Investment Management Analyst (CIMA)1
- In addition to founding Megacap Capital in March 2021, he is the Co-Founder and CEO of Thinkable.co, a Venture Fellow at Newchip Accelerator, and has been the Managing Partner at Anthropos Consulting since June 20071
- Previously, he founded BitFinance, a public benefit corporation with the mission of democratizing finance, and GOcase, a company that sold premium accessories for portable electronics1
- He has also held roles such as Chief Product Officer at Glass Chart, Head of Player Insights and Competitive Benchmarking at Zynga, and Advisor at Florida Blockchain Foundation1
Blatt has over 15 years of experience in investment research, analysis, product design consulting, and outsourced C-staff services across various industries.1 He is involved in the end-to-end process at Megacap Capital, including legal formation, deal sourcing, fund management, and investor relations.1
Highlights
I've been thinking about competitive moats in the context of the current tech and investment landscape.
Moats come in different varieties - execution, funding, legal, etc
The rate of progress in technology right now, particularly in AI, is basically vaporizing execution moats (innovation is more quickly replicable) and steadily draining funding moats (it's rapidly getting cheaper to innovate).
That's why in every area in AI right now, there's at least a dozen companies with very similar solutions and value propositions. The barriers to entry are lower than ever with gtm times shorter than ever. Best case scenario for companies in any of these areas is margin pressure from intense competition right out of the gate. Unless they have patented tech or defensible trade secrets.
I think what this all means is that intellectual property and proprietary technology, along with funding (which is a self-fulfilling moat), are going to be the only true competitive moats going forward. This will make ip and trade secrets more valuable than ever before.
Thoughts?
Snowboarding in the trees is my happy place.
And it’s an allegory for both life and business — I actually wrote my MBA admission essay to TRIUM Global Executive MBA about it.
People often ask me how it is I manage to not hit any trees. The answer is simple:
I don’t see the trees. I see the spaces.
The biomechanics of Snowboarding are such that you’ll naturally go the direction you’re looking. So if you’re looking at the trees… you’re gonna have a bad time.
You have to look at the spaces.
It’s the same in life and in business. If you focus on problems, you risk missing the forest for the trees. Focus instead on solutions.
