Technical moats are mostly over at this point. If you’re building something that is meant to be durable, the only moats now are:
• Proprietary data
• Network effects
• A physical component
@StockMKTNewz Maybe an industry, counter drone technology. I think the Ukraine & Iran wars showed us how vulnerable cities are and how hard it is to shoot a drone down
palo alto people are building agents for a world where everyone has 47 tasks at once while the average person is so fucking bored they’re doomscrolling during work hours
Lots of hype in cyber security: what is their competitive edge when frontier labs create a problem (security vulnerabilities) and the solution.
$CIBR $BUG