hot take but i think a moat is skill, extreme execution & luck.
i don't understand when people pull engineering moats when raising capital. like literally any technical build can be replicated?
unless and otherwise you're a researcher, can we talk about how makes a great moat specially for consumer startups?
like what's the moat of tiktok / youtube. creators are almost all the time jumping back and forth between platforms that give more views & money, no loyalty.
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