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The odds that these companies don't have moats to protect their tech is... very unlikely?
by taeric 1y ago
The odds that these companies don't have moats to protect their tech is... very unlikely?
- ZYbCRq22HbJ2y7 1y agoHow much of a moat can you have guarding input into controls used by humans?
- taeric 1y agoThe material sciences involved in building a lot of this machinery is nothing to scoff at.
- someothherguyy 1y ago...steel? You don't need to build machines to implement this technology.
- taeric 1y agoAre you serious? Building a good excavator is almost certainly more than just having the material. Similarly, knowing how to deal with the earth will have more than a few curves based on the composition.
- someothherguyy 1y agoYou said "material sciences", pretty vague and confusing, but please go on and on.
- bonestamp2 1y agoI think it's similar to Tesla entering the automotive world. The existing automakers had some moats, but they also had a lot of legacy responsibilities and liabilities that Tesla did not have (existing warranties, lawsuits, recalls, parts stock, maintaining support for old vehicles in various internal software systems, updating software on old vehicles when age related problems arise, retiree pensions/healthcare, etc). A newcomer in the heavy equipment space will have similar challenges and advantages. Funny enough, a lot of heavy equipment works very similar to cars with their CAN (and other) Buses for control and feedback.
- taeric 1y agoI mean... Tesla still makes up a minority of vehicles out there. And without government investment, they almost certainly would not have made it to where they are, now? Yes, Tesla was valued more for potential growth. But it was also the kind of potential growth that I'm not sure is viable outside of consumer spaces.