network effects
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 5, 2026 by Elena Verna · across every show →
Everything said about network effects, oldest first
Jun 5, 2026 positive
Enduring Software Moats Are Hardware, Network Effects, Data, and Compliance
“The moats that are still working are still the same ones, which is hardware, because it's so hard to actually create hardware. Network effects. Network effects has always been really hard to create, but once you have it, oh boy, this is a gift that is going to…”