On unbreachable moats from Gurley in 2011:

1) Identify the economics of your vertical

2) Build a castle (the main product)

3) Make a moat so strong around the castle

How? By taking away any friction for end users by building around your product and providing those tools for free
https://abovethecrowd.com/2011/03/24/freight-train-that-is-android/

Interesting contrast to the 2011 post from Gurley today, that startups really have no “moat” and thus why shipping speed is the only real sustainable advantage.

Interesting contrast to the 2011 post from Gurley today, that startups really have no “moat” and thus why shipping speed is the only real sustainable advantage. 

https://x.com/JenniferHli/status/1836501108870779345