Comment by d--b
2 days ago
What’s the thing about moats?
First: AI requires an awful lot of resources, which in itself is a moat.
Second: having a moat doesn’t prevent your service to be attacked. See Tesla.
Third: not having a moat doesn’t prevent your service from dominating. See TikTok.
Network effect, as in TikTok's case, is a big moat!