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The Moat Map
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sari and added
Tekelala 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.
Rex Woodbury • AI in 2023: The Application Layer Has Arrived
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What followed was probably my first clear articulation of Aggregation Theory, albeit without the name. The point about effectively infinite competition, though, is a critical one. Neither reach nor timeliness were differentiators, but rather commodities; the companies that dominated on the Internet were those — Google and Facebook in particular — t... See more
stratechery.com • Never-Ending Niches
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Tekelala and added
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Netflix and the Conservation of Attractive Profits - Stratechery by Ben Thompson
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