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Was software ever a moat? Software typically only gave companies a small window of opportunity to turn a fleeting software advantage into a more resilient moat
by symfrog 8mo ago
Was software ever a moat? Software typically only gave companies a small window of opportunity to turn a fleeting software advantage into a more resilient moat (network effects, switching costs etc.)
- softwaredoug 8mo agoYes, I would argue good (stable, fast, easy to use) software was somewhat of a moat and much harder before coding agents. Stripe, Square, Shopify, Google, all thrived in some part because their services take a hard problem and make it easier to use. Now more people can take a hard problem and make it easier to use. All you have to do is look around (esp 5+ years ago) and see the many many BAD, unstable, hard to use, slow, etc versions of these companies
- tonyedgecombe 8mo agoWindows was a moat but it looks more like an anchor now.
- symfrog 8mo agoWindows' moat was not the operating system code, but that they were able to get distribution via IBM, and then grow an ecosystem of applications that were targeted at Windows, which created a snowball effect for further applications.
- softwaredoug 8mo agoYes though still it was a big barrier to build an OS.