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competitive moat

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Feb 16, 2017 by Ethan Brown · across every show →

Everything said about competitive moat, oldest first

Feb 16, 2017 negative
Opinion
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?”
Ethan Brown Feb 16, 2017 ▶ 16:09 Live Episode! Beyond Meat: Ethan Brown
Jul 18, 2020 bullish
Insight
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.”
John Foley Jul 18, 2020 ▶ 13:09 How I Built Resilience: Live with John Foley
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