Is that really a moat though or something like a firehose of gasoline?

> Is that really a moat though or something like a firehose of gasoline?

It's a moat from a defensive perspective. It's a firehose from an offensive one. Outside state capture, most moats are both.

its a moat vs. other startups and it carried them to multi-B valuation

obviously the product needs to deliver and nrr needs to be good in the long run