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Matej Vitásek's avatar

I mean... this is very much not nice to the people on the ground, but let's face it, this is not healthcare or utilities or food production. Even if whole Meta burns itself to the ground I don't see too many people shedding tears for it 🤷‍♂️

Abel's avatar

From a perspective I've always admired the balls they have going all in a direction. Have worked/know about a lot of companies whom have lost their moat because they never developed any risk appetite, instead they were clinging on what they had.

You cannot sustain your moat by clinging, or at least not to the same margin, which meta knows very well. However, if you invert the problem and ask how could you asap loose your moat, you could say that exactly by alianating the people getting you that mote. More specifically your employees and your customers.

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