[uf00lme]

Has a 1-3 team moat ever really existed with new technologies? My best guess would be to somehow get your tech embedded into the defence industry.

My goto moat test: is there an obvious ‘death by Amazon’ route? Amazon can strike fear into entire industries with scale and capital. Very few tech companies could withstand a full frontal assault by Amazon. I can’t see how this trend won’t get worse if AGI occurs during our lifetime.

The only reason there is not more AI or robots doing the majority of the work available to humans, is either it’s cheaper to hire humans or companies just haven’t gotten around to it yet.

[simne]

> Has a 1-3 team moat ever really existed with new technologies?

Yes. Exactly this happen in late 1970s with microprocessors and based on them home computers.

Just because, big gamers like IBM, don't consider home users as something more than niche.

Something similar happen with apps for mobiles and with websites - exists few mega-apps and mega-sites, but these are mostly distributed markets, with millions tiny entities (yes, whole Appstore consist of millions apps, created by 1-3 teams, this is near impossible to do by one huge entity).

But must admit, I don't know what could be like "home computer" or apps for mobiles or websites for current state of AI.