Just be because you can layout two axes on a chart together doesn't mean you should. There's enough differences between what is meant by "network effect" that

Just be because you can layout two axes on a chart together doesn't mean you should. There's enough differences between what is meant by "network effect" that it's difficult to understand why companies might be on one end or the other (or even which line of business we're discussing). Overall I like the work here and I personally haven't done the legwork to come up with my own theory on a moat visualization. However, I do feel this framework is a stretch and would need more justification for a) why these two axes matter the most and b) better definitions for the axes.