[alexgrover]

The moat comment depends on the company, not all or even most businesses depend on actual innovation as their moat.

Also, I think we’re agreeing here, but there are a huge set of things that you may need to build an application that aren’t the core value prop of your company. Buying into a more mature ecosystem makes it more likely that you don’t have to build those things and can spend more time on the moat stuff.

[evadne]

Indeed, I think you are quite right, and we are in agreement.