Bottom line: Network proximity is now on par with physical geography, and basic geopolitical assumptions about citizenship, migration, power projection, and the use of force need to be rethought for the digital world.
Discord has strong momentum, and its growth is powered by a community engagement flywheel. The majority of Discord activity revolves around gaming, but this flywheel is relevant for a multitude of interest groups beyond gaming.
2. Where Amazon has superhuman-level moats, Shopify has no play and is trying to build its playbook (Ex: Fulfillment, Demand Generation) or does not have a play (Ex: Advertisement)