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Comment by aenis

2 hours ago

I am not arguing it. But if we didn't do it, others would. And I dont worry about 1000 clones, I worry about our key competitors building 3.

Edit: I'd also argue its not as simple as vibing a trivial solution. It took deep domain knowledge, which is not in the public domain, and is built on decades of operating this sort of thing manually, and integrating it with dozens of external systems that help make this into a moneymaker. I am not saying its impossible to replicate, but it's not something one can replicate by merely watching it function.

Domain knowledge is definitely a moat. I'd argue another moat is surprisingly, if scaling is hard or even impossible. The biggest sharks just won't bother.