scale advantages
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 6, 2026 by Anish Acharya · across every show →
Everything said about scale advantages, oldest first
Sep 6, 2026 positive
Classic business moats remain valid and are not based on software complexity
“None of the classic moats are based on how hard it is to make the software. You know, like we're not building self-driving cars. Most of us aren't. So it's network effects, it's scale advantages, it's brand effects, proprietary sort of data or what was histori…”