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What's with the assumption that everything needs to be a "moat"? Seems much more important/interesting to wire up society with cohesive tooling according to Metcalfe's law, rather than building stuff designed to separate and segment knowledge.


We're in a bubble, a mania, and the top company is excited to announce they're gonna do erotica.

It is hemorrhaging money, with little in its offering to distinguish its competitors.




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