Re:I'm Not Convinced the AI Bubble Exists
by gizajob on Monday November 09, 2026 @02:00AM
(#50422044)
Their moat is only for people who feel like eating a McDonald’s. That’s what the article is saying - when analysed they don’t actually have much of a moat because there are so many other options and competitors including cooking at home. Yet they still survive and look as if they have a moat. A moat for McDonald’s would be if their customers ate there every day or even every meal, and few people actually do that.
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Re:I'm Not Convinced the AI Bubble Exists
by ilovecake1984 on Monday November 09, 2026 @02:09AM
(#50422093)
Corals has no moat. The foo business is notoriously competitive with thin margins.
If that’s what Ai looks like they are in trouble.
Re:I'm Not Convinced the AI Bubble Exists
by darkfloo on Monday November 09, 2026 @02:49AM
(#50422411)
McDonald has a giant moat:
Consistency
I can pop into any McDonald across the world and be 99.9% sure that the meal will be clean and taste like what I except McDonald to taste.
I don’t love fast food but I’ve been to a lot of them, across a wide enough range of country , to say that every other fast food chain struggles hard with that.
Re:I'm Not Convinced the AI Bubble Exists
by gizajob on Monday November 09, 2026 @03:48AM
(#50422868)
Again that’s the point - the moat exists if you feel like a McDonald’s, because you know what you’re getting and they are pretty good at delivering on that. But if you’re hungry now and feel like a burger you’re probably not likely to walk 30 minutes across a city to go to a McDonald’s if you’re already standing outside a burger or pizza place that looks alright.
Re:I'm Not Convinced the AI Bubble Exists
by Fnoord on Monday November 09, 2026 @04:44AM
(#50423323)
[delayed]
Re:I'm Not Convinced the AI Bubble Exists
by gizajob on Monday November 09, 2026 @05:25AM
(#50423668)
Going back to my original point, kids don’t eat McDonald’s for every meal, or even 10% of their meals.