Of course the first thing people may look at is technologies going head-to-head.
Another big one is user pricing, plus the underlying cost to serve users. Actually minus that cost.
Biggest so far is capital.
Seems to be going that way, a contest of capital could dominate like so many other things regardless of technologies.
There are probably other things that companies may leverage if competition does really ramp up.
It may not have to be a moat to be a defining characteristic that some prefer.
Of course the first thing people may look at is technologies going head-to-head.
Another big one is user pricing, plus the underlying cost to serve users. Actually minus that cost.
Biggest so far is capital.
Seems to be going that way, a contest of capital could dominate like so many other things regardless of technologies.
There are probably other things that companies may leverage if competition does really ramp up.
It may not have to be a moat to be a defining characteristic that some prefer.