Sami
@kassab
/depin 7. Which of these “depin philosophies” do you believe in? >maximizing LTV/CAC per connected device is the moat (Dimo esque) >consensus mechanisms are the real moats (Gensyn esque) >permissionlessness is the real moat (Bittensor esque) >network effects are the real moats (Helium/Hivemapper) answ below
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Sami
@kassab
I'd say network effects are the real moats. You can easily fork/copy every aspect of a DePIN except for a community that's committed to a specific project. Combining that with a permisionless network (on supply and demand side) only strengthens the moat
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