I think we are in the middle of a steep S-curve of technology innovation. It is far from plateauing and there are still a bunch of major innovations that are likely to shift things even further. Interesting time and these companies are riding a wild wave. It is likely some will actually win big, but most will die - similar to previous technology revolutions.
The ones that win will win not just on technology, but on talent retention, business relationships/partnerships, deep funding, marketing, etc. The whole package really. Losing is easy, miss out on one of these for a short period of time and you've easily lost.
There is no major moat, except great execution across all dimensions.
The ones that win will win not just on technology, but on talent retention, business relationships/partnerships, deep funding, marketing, etc. The whole package really. Losing is easy, miss out on one of these for a short period of time and you've easily lost.
There is no major moat, except great execution across all dimensions.