One of the greatest overviews of moats The Taxonomy of Moats by @ganeumann https://t.co/AoW6AoOziy

In Productive Uncertainty , Jerry Neumann wrote that “the only moat that can create excess value for a new startup is uncertainty” because “uncertainty keeps competition at bay long enough for a moat to be built.”

Every investor is asking: "How is this defensible?" @vedikaja_in created a rubric to stress test a startups AGI-proof moat. https://t.co/JDY5g2VHZh