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The article argues that the strongest businesses position themselves where value moves—taking a cut as transactions flow through their networks. Crypto’s programmable rails and stablecoins let startups embed themselves in global money flows from day one, tapping network effects and undercutting legacy finance margins.
This article argues that AI apps need a “minimum viable moat”—the smallest edge that survives a 3× model upgrade. It outlines five defensibility tactics: network effects, embedded workflows, proprietary/licensed data, user-driven data loops, and brand trust.
The article unpacks why unpopular dating apps still dominate despite the appeal of speed dating. It argues that in-person events offer higher bandwidth interactions but can’t scale, while apps win through network effects and profit-extracting oligopoly dynamics.