DevTomasz Tunguzabout 21 hours ago
What If There Is No Moat Yet?
2 min read
At the application layer, moats are lagging and earned through scale and brand, not technical differentiation. Infrastructure companies require leading moats at founding due to capital intensity. Salesforce won with lagging moats like sales muscle and brand, while Snowflake used a leading moat separating storage from compute.
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