added by sari · updated 2y ago
Hardware as a Moat - Adventuring
- "Peloton’s quest to become the Apple of fitness hamstrung the brand. Forgoing vertical integration, new content/software/hardware bundles are emerging. Whether Peloton pursues FaaS or not, open ecosystems will continue to gain traction."
from Fitness-as-a-Service: Peloton Explores New Pricing Models
Luke deWilde added
A looming question mark is how companies will build competitive moats; true tech differentiation is rare, and companies will need to find ways to stay ahead of competition, perhaps with network effects or with iterative loops of user engagement and product refinement.
from AI in 2023: The Application Layer Has Arrived by Rex Woodbury
sari added
- There’s certainly an argument that the more physical the network is, the more difficult it will be to reach escape velocity. The flipside is that those who do reach escape velocity will have much stronger moats compared to their virtual network counterparts. A common narrative is that software has zero marginal cost, but rarely do we talk about how... See more
from DePIN's Imperfect Present & Promising Future: A Deep Dive - Compound Writing by 0xSmac