- Restaurants have no moat.
- Anyone can vibecook their own meal.
- You can build your own burger at home at a fraction of the cost it takes you to get it from a restaurant.
- If a restaurant builds a really good recipe, copycats will instantly reverse taste it and steal it.
Restaurants are dead.
@victorcardenas@slashapp 2023 already had 5,5m applications, so 2025 is only 3% more. Isn't this looking like a COVID surge? AI can't be the driver for this.
Like your takes but this one feels not well reasoned.
1. How do you explain that most people stick to the bank account that was given to them when being a teen although there are tons of better offers?
2. pricing credit with a number > 0 does not mean that competition can’t drive it to 0 margin.
"what's your moat" is such a shitty question in the AI era
of course others could just go build it. why ask in the first place if that's your response?
imma start asking VCs "okay, then what's your moat vs Sequioa? whats stopping Benchmark from winning deals from you?"
Rebind @getrebind will be one of the first partners to upgrade to Gnosis Pay's enterprise platform.
Their current app went live in April. Since then users hold €6M in the app and have moved €30M in volume.
In August they added Swiss francs via @frankencoinzchf, next to euros and dollars.
Let's have a look at what Rebind is and what makes them so successful 👇
@zord4n@gnosispay zord4n is probably still available as username on @getrebind. you can just migrate your existing gnosis pay card over, till we launch our branded card with @gnosispay also.