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The moats in tech are mostly around IP and hardware, look at Apple, Google, Microsoft, Intel, Nvidia and AMD. The larger ones have a moat complemented by a warc
by zeusk 10y ago
The moats in tech are mostly around IP and hardware, look at Apple, Google, Microsoft, Intel, Nvidia and AMD. The larger ones have a moat complemented by a warchest for acquisition and lawsuits.
- mooreds 10y ago> The moats in tech are mostly around IP and hardware And network effects. That was true with most of the OS providers since the OS was an independent component, and obviously matters for some of the modern bigcos (Facebook, Amazon to some extent [third party sellers], Ebay).