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How SRAM Defied Patent Expiry and Built a Component Moat
When patents expire, most component manufacturers get commoditized. But SRAM, the Chicago-based bike parts company, found a different path. In this episode, Lucas and Luna break down how SRAM turned patent cliffs into market share gains by pioneering wireless electronic shifting, acquiring its way into drivetrain dominance, and using open standards to lock in bike brands. They explore the specific numbers: SRAM's 40% market share in high-end mountain bike drivetrains, the acquisition of RockShox for $200 million in 2002, and the strategic bet on AXS wireless technology. Plus, they ask…
The skinny
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