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> I don't see the business model working. Same. It's a nightmare from a Porter's Five Forces perspective. There will be a ton of businesses competing in this
by peder 4mo ago
> I don't see the business model working.
Same. It's a nightmare from a Porter's Five Forces perspective.
There will be a ton of businesses competing in this space, and there will be something of a moat due to how capital intensive the business can be, but there will still basically be infinite competitors.
Great for consumers.
- ex-aws-dude 4mo agoWell in reality AWS will just host one of them and most companies will use that Like how snapchat kind of fell off because the feature could just be a subset of instagram It seems like it would just become a commodity like EC2
- bakies 4mo agoSnapchat is huge and growing
- ex-aws-dude 4mo agoTotally, the stock is doing so well
- beanard 4mo agoi can't wait for their foray into AR!