4 ms·
ah yeah that's a fair point. Look at Skype, they've been doing video calls since approximately the beginning of the public Internet. Yet zoom was still able to
by zamnos 4y ago
ah yeah that's a fair point. Look at Skype, they've been doing video calls since approximately the beginning of the public Internet. Yet zoom was still able to become the dominant cross-platform video chat app. So that "build in private for 6 months and be ahead of your competitors" isn't a one size fits all tactic. "doing it better" is another good moat.
- lmm 4y agoIt's not a "moat" in any meaningful sense as far as I can see. Doing it better isn't a particularly defensible position, it's just something you can win by doing.
- zamnos 4y agoYou have to rotate your thinking 90° to see things my way (you don't have to. your opinion is as valid as mine, I think my reasoning make me right, but I'm biased). But your moat is how you defend your castle, and, outside of having a patent on the core piece, all moats only take time and money to shovel in enough dirt to be moot. Does Tesla have a moat? They have a huge head start on EVs, and being vertically integrated to a degree that other car makers are trying to catch up to. They'll eventually get to where Tesla is in 2023, but by that time, Tesla is going to be ahead by however many years it took them to get there.