TSLA
PLTR
HIMS
SPCX
SOFI
META
BTCMoats now have a shelf life
Having lasted a long time doesn’t mean it will last. Blockbuster’s moat was gone within a decade
- 2000Blockbuster turns down buying Netflix for $50 million
- 2010Blockbuster files for bankruptcy
- TodayNetflix leads streaming
Re-check every moat every quarter, and ask each year what AI changed
Why it matters
In the AI era the clock runs faster than it did for Blockbuster: a moat you stop checking can be gone before you notice.
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