Physical retail shelf space provides stronger moats than internet businesses
Shaan Puri · We spent 48 hours with MrBeast + 11 Billionaires · Jan 29, 2025 · at 32:01
Shaan Puri analyzes why physical distribution channels provide greater competitive defensibility than digital content businesses.
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“Once you're on the shelf, it's almost impossible for anybody else to get on the shelf. All we have to do now is stay on the shelf. By the way, this shelf right here, like this little rack you're looking at, this is three hundred million dollars a year. And you're just looking at it, you're like, oh damn, like, wow, one shelf in Walmart, one shelf in in Target is a, is like the entire revenue streams of like these online only companies. But you're extremely defensible compared to other businesses where the moment you take a break, you have the entire internet competing with you on that same thing.”
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