The second one is so delusional. It assumes you can build a moat for all manufactured products. This is true in extremely specific, high value cases like lithog

The second one is so delusional. It assumes you can build a moat for all manufactured products. This is true in extremely specific, high value cases like lithography machines or chips. But when you talk about screws, glue, plastic bits and what makes up 90% of manufacturing, there is no moat. You're not going to build a monopoly on screws.