internet businesses
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 21, 2023 by Tarun Mehta · across every show →
Everything said about internet businesses, oldest first
Jul 21, 2023 bullish
Mehta: Stabilized hardware platforms create moats internet businesses cannot match
“Once you build hardware, once you've stabilized your platform, you've got a really powerful lead. You've got a really powerful moat that internet businesses can never deliver on. Almost never. SaaS maybe. Internet powered businesses, almost never.”