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Comment by akharris

My list wasn't meant to exhaustive. Honestly not much of a list, just a few examples. SpaceX and Nvidia are both examples of deep technical moats, as are some of the others mentioned by commenters.

I agree with you that many moats are regulatory, but disagree that most moats are. Networks are powerful moats, customer lockin can work well, brand is a strong moat (at least for a time), speed and culture can function as moats.

Fwiw, I don't think any moat is ultimately perfect. Moats themselves are not meant to permanently stop an attacker - they are delaying tactics at best. Companies that stay ahead continuously re-invent and rebuild their differentiation and defenses.

parent akharris 1 year ago

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