Posts tagged: business-strategy
The LLM Moat Is Developer Mindshare
Every new model release is a bid for your default. The real moat isn't intelligence — it's the muscle memory of typing your API key first.
Why Google and Meta Can Undersell Everyone — The Cross-Subsidization Moat
How Google, Meta, and SpaceX sell products below cost because adjacent revenue streams subsidize them — and why pure-play competitors can never catch up.