Don't sink your company in the moat
Well-researched and organized, Svyatoslav.
I know people love the idea of moats.
I prefer to think about it as whether your strategy can pass the "Can't/Won't" test:
Either other companies can't compete, or won't compete in your chosen "Where to Play" and "How to Win" space, using the same (or comparable) Capabilities.
See: https://rogermartin.medium.com/can-your-strategy-pass-its-most-important-test-59293df6b3a7
Well-researched and organized, Svyatoslav.
I know people love the idea of moats.
I prefer to think about it as whether your strategy can pass the "Can't/Won't" test:
Either other companies can't compete, or won't compete in your chosen "Where to Play" and "How to Win" space, using the same (or comparable) Capabilities.
See: https://rogermartin.medium.com/can-your-strategy-pass-its-most-important-test-59293df6b3a7