Here’s a roundup of interesting startup links I came across today:
Your Moat Is Dead. Anyone Can Rebuild Your Product.
I have read that exchange about ten times now, and I think everyone involved is half right. Something real happened, just not what Raymond thinks. Software is moving to the server, but models are not the last moat. And the question underneath all of it, the one a lot of founders have been asking me this year, deserves a better answer than a hot take. If anyone can rebuild your product, what is your company actually worth?
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