Technical Moat

“In the world where the technical moat is not that a moat anymore, because Like startups in two weeks, they can build something that is close to what you're building. The difference is like the, how you think about the user or the flow and all of that.”

“So I think this is like a place where if you're interested in the technical details, you can have a competitive advantage, at least for the next year or two because capacity is really going to matter, right? You know, often from a product perspective, I like t…”

“It's very rare that you've got some sort of crazy technical moat in a consumer company, but some are just good at making products that users like, and they end up becoming winners.”