Modern Moats: How Top Tech Companies Dominate Through User Choice
On the internet, the power goes to the company people CHOOSE to interact with every day.
$Netflix(NFLX)$ in streaming
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ in search/mail
$Apple(AAPL)$ in hardware
$Uber(UBER)$ in ride-sharing
$Amazon.com(AMZN)$ in retail
$Intuit(INTU)$ for taxes
Moats don't look like they did in the 80s and 90s. Eventually, fundamentals win.
The history of the internet says personalization at scale is the future of all business.
Missing a 100x opportunity to get a 10% better price is a mistake you'll never forget.
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