@harvenlinda.bsky.social
Reposted
Cloud computing should be a completely commoditized service where prices are always falling to costs.
But it’s not for AWS (though it is for Google), because of moats.
Here’s exactly how they think about that:
But it’s not for AWS (though it is for Google), because of moats.
Here’s exactly how they think about that:
Moats: Durable competitive advantage
Industries commoditize over time, delivering similar products at similar prices resulting in low profit. Moats are the antidote; your strategy must create some.
longform.asmartbear.com
February 8, 2026 at 3:33 PM
Cloud computing should be a completely commoditized service where prices are always falling to costs.
But it’s not for AWS (though it is for Google), because of moats.
Here’s exactly how they think about that:
But it’s not for AWS (though it is for Google), because of moats.
Here’s exactly how they think about that: