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No, I think it's very clear that upthread is talking about how software is difficult to build a moat around. Chip fabs are literally one of the most expensive
by da_chicken 4y ago
No, I think it's very clear that upthread is talking about how software is difficult to build a moat around.
Chip fabs are literally one of the most expensive facilities ever created. Saying that because they don't need a special moat so therefore nothing in tech ever needs a special moat is so willfully blind that it borders on disingenuity.
- sokoloff 4y agoI don't think it's at all clear that upthread is exclusively talking about software. The first use of "moat" upthread: > Curious why even companies at the very edge of innovation are unable to build moats?