Hamilton Helmer
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 26, 2025 by Ben Scharfstein · said 2 times in 1 episodes since 2025 · across every show →
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2025 2 mentions in 1 episode
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Aug 26, 2025 negative
Ben Scharfstein argues that software code itself is not a defensible moat
“Interestingly, software was never a moat. It was never something that at least, you know, he thought was leading to differentiated returns. I think that's still true, which is that You know, the software itself is not emote.”