Only 5 moats remain. Where are companies spending money to build moats?
Great framing on depth vs width. Tech keeps getting shallower—distribution is where moats actually compound now.
when software is commoditized, durable advantage shifts decisively to distribution, trust, data, and networks rather than the product itself.
Yup
Moats are now perspective and human taste.
Great framing on depth vs width. Tech keeps getting shallower—distribution is where moats actually compound now.
when software is commoditized, durable advantage shifts decisively to distribution, trust, data, and networks rather than the product itself.
Yup
Moats are now perspective and human taste.