Re:Uber S-1
by ulfw on Thursday April 11, 2019 @07:43PM
(#19640427)
None of those describe a moat. Google is better than Bing. Hulu has a different offering from Netflix (and a lot of people use both). No idea what different distances of grocery stores have to do with anything.
None of those describe a 'moat'. Something like Facebook is a moat. Instagram. A messaging app. Anything where your participation increases the value of the whole offering and hence you'll be locked in, else you lose a lot of value (e.g. from all the contacts you made in the aforementioned networks)
None of those describe a 'moat'. Something like Facebook is a moat. Instagram. A messaging app. Anything where your participation increases the value of the whole offering and hence you'll be locked in, else you lose a lot of value (e.g. from all the contacts you made in the aforementioned networks)