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As an enterprise, they have absolutely no moat. Google, FB or anyone else can come up with a larger system in two-weeks time, and they can well open source it.
by EVa5I7bHFq9mnYK 4y ago
As an enterprise, they have absolutely no moat. Google, FB or anyone else can come up with a larger system in two-weeks time, and they can well open source it.
- bsaul 4y agothat was my intuition as well, but it seems pretty obvious by now that the tech is a little harder to reproduce thzn that. otherwise wouldn't have they already done it by now ?