hard technology
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 11, 2021 by Ramez Naam · across every show →
Everything said about hard technology, oldest first
Nov 11, 2021 bearish
Naam: App-based software businesses have weaker moats than hard tech
“We used to believe that, or companies like, again, I'll say Uber or WeWork, we thought, oh, they have natural network effects, they're gonna have a gigantic moat but it turns out switching costs for consumers are actually pretty low, and maybe lower, And some …”