“things can just be done much better. And I think moats are…” — Dwarkesh Podcast at 45:43
“things can just be done much better. And I think moats are typically kind of overrated. And I mean, the payment's a great example of a domain where on a logical basis, you would say that there are so many sources of defensibility where there's the network effect of the account holders and there's the data network…”
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