Competitive Moat
topic on 1 show · 2 statements across 2 episodes
2 statements about Competitive Moat, every show
Foley: Complex hardware serves as a long-term competitive moat
“Hardware can be hard, but to an ambitious group of people like the Peloton founders and now the Peloton team You know, it's a competitive moat over time, which is which is why I think our investors are excited about it at this point.”
Ethan Brown calls the traditional requirement of a competitive moat "stupid"
“One of the things that they said was, you know, you have to have a competitive moat around what you're doing. There has to be some barrier to entry for others in order for you to have a successful business. And I thought that was, like, stupid, right?”