| ▲ | gpm 3 hours ago | |
> SaaS plays have no moats anymore I have yet to see literally anyone say this. I have yet to even see anyone claim that software can't constitute a moat anymore but I expect that there are people saying that. GitHub has a huge non-software moat in the form of network effects, brand recognition, and good will. The hardest part isn't making a "forge", it's making money off of making a forge. Getting a sufficiently large number of paying customers. If GitHub doesn't get their quality issues under control someone probably will manage to breach that moat and take over the market. It's not like there's a lack of competitors (Pre-llm: GitLab, BitBucket, Gitea, Source Hut, etc. Post LLM: Tangled, esrc is promising something any day now. Probably more in both camps that don't come to mind). | ||
| ▲ | foundatron 3 hours ago | parent [-] | |
>> SaaS plays have no moats anymore > I have yet to see literally anyone say this. I've heard a lot of people say this...including myself after a root beers. I think you just have to look to any time an AI feature is announced and some related companies stock price crumbles. Just google something like "stock price tumbles after anthropic announces" or something like that. | ||