Peaked at #3 Now #3
Tech Moats Are Gone, Says Bier
Nikita Bier says technical moats are mostly over; only proprietary data, network effects and a physical component remain durable.
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Reaction on X: Replies largely pushed back on the claim, arguing that proprietary data and physical components will also erode, and offering continuous innovation, brand, and balance sheet as alternative moats. The original poster did not respond.
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From @IterIntellectus, @JosephJacks_, @latentfidelity and others. Spam removed, with English and Chinese translations.
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