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The argument against speed as a moat in AI
A user argues that a moat should protect a company even when execution slows, though early speed still matters.
TLDR
A user argues that speed alone isn't a moat: a company with a real moat should still win if it slows down. They cite Twitter and Facebook as companies that won with network effects, while noting that Facebook never slowed down. In a follow-up, they say companies must move fast before they have a moat, especially given the pace of AI.
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