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Facebook and TikTok could collapse in under a year, that has happened before. Network effects seems very brittle: AIM or Fotolog doesn't exist, and they were hu
by otherme123 2y ago
Facebook and TikTok could collapse in under a year, that has happened before. Network effects seems very brittle: AIM or Fotolog doesn't exist, and they were huge. MySpace is a shadow of what it was.
OTOH, WD40 has a technical moat since 1953, without a patent. There are a number of companies who rely on technical moat mixed with excellent technical image: Makita or Milwaukee Tool come to mind. You can have also a company based on technology moat that theoretically shouldn't exist (patents expired, commodity products), but it does (Loctite, 3M).