Jump to content

Leaderboard

Popular Content

Showing content with the highest reputation on 12/01/2023 in all areas

  1. Well if someone would replace google search with something better on your iphone - would you miss it? maybe. Same with google maps - Apple maps has improved to the point where it is almost as good. So most tech moats don't have the longevity that people think they have. the above isn't a theoretical exercise either since google pays Apple dearly to be the default search engine and Apple maps already exists. So Apple could very well change their mind and attack the moat with their own search or replace with Google (AI enhanced) search for example. I don't think the tech moats have the longevity that people think they have. Lot's of tech moats have disintegrated lately -Paypal, Intel, Cisco are fairly recent examples. I believe with tech it's much more about having great and forward looking management in place then the tech moat itself. When you look at history, each tech moat is probably seriously challenged every 10 years or so and it depends on management if they keep the moat intact or even develop new moaty business or not.
    1 point
×
×
  • Create New...