▲ | sgt101 a day ago | ||||||||||||||||
Yeah - these are not moats though. Moats are the logistic network that Amazon has.. ok spend $10bn over 5 years and then come at me - if I didn't sit still... Moats are what Google has in advertising... ok, pull 3% of the market for more money than god and see if it works.. brand/ux is not a moat, it's table stakes. | |||||||||||||||||
▲ | light_triad a day ago | parent | next [-] | ||||||||||||||||
Agreed UX can be easily copied, but brands are a moat for a number of (granted, psychological) reasons: 1. Status symbols - my Lambo signifies that my disposable income is greater than your disposable income 2. Fan clubs - I buy Nikes because they do a better job at promoting great athleticism, and an iPhone to pay double for hardware from 3 years ago 3. Visibility bias - As a late adopter I use whatever the category leader is (i.e. ChatGPT = AI, Facebook = the Internet) What you describe sounds more like market power resulting from a monopoly | |||||||||||||||||
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▲ | carlmr a day ago | parent | prev | next [-] | ||||||||||||||||
>brand/ux is not a moat, it's table stakes. Except for the technical advantage of M-series macs that's like all of the Apple moat. Apple brand and UX is what is selling the hardware. They make the UX depend on the number of Apple devices you have, so a little bit of network effect. But that's mostly still UX. | |||||||||||||||||
▲ | trash_cat a day ago | parent | prev | next [-] | ||||||||||||||||
One could aregue the "non-moats" together can accumulate into something considerable making it moat. A brand is definately a moat but in the minds of consumers. This is not something you can overcome easily, even if the product is inferior. | |||||||||||||||||
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▲ | osigurdson a day ago | parent | prev [-] | ||||||||||||||||
>> Moats are what Google has in advertising Lots of people, these days, just use ChatGPT to search the web these days. I've actually never understood google search ads, as I have never clicked on one, even by accident 10+ years. If I want to buy something I search within Amazon for it. YouTube however, yeah, that is a stellar advertising platform. | |||||||||||||||||
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