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It's only a moat if you believe no competing lab will achieve similar or better results in a large enough time frame to profit from it.
by 6thbit 6mo ago
It's only a moat if you believe no competing lab will achieve similar or better results in a large enough time frame to profit from it.
- theptip 6mo agoThats not what a moat means in business. It doesn’t mean impregnable, it just means expensive or difficult to cross. It is absolutely a moat if only $1T companies can afford the capex to compete.
- 6thbit 6mo agonon-zero already existing companies can afford to compete, so its not a great preliminary line of defense against your main enemies. If the existing competition's turn around time to out-benchmark you is in the order of weeks, its an absolutely terrible moat.