> The moat is the one between communications and applications. Communications say things, and applications interact with things. There are crossover areas, but

> The moat is the one between communications and applications. Communications say things, and applications interact with things. There are crossover areas, but something like email is designed and overwhelmingly used to say things, while websites and apps are overwhelmingly designed and used to interact with things. I agree with the distinction, but I believe that websites & email belong on the same side of the moat. Websites are meant to say things and applications are meant to interact with things.