Law II — Difficulty Is Load-Bearing: companies whose moat IS the difficulty have durable value. If the hard part can be removed without collapse, it wasn't load-bearing. Optical qualification cycles, grid equipment, chip packaging — the difficulty IS the moat.

#LawII #Moat #Semiconductors

Wells bishop's palace moat with clouds moving across the sky

#photography #photo #somerset #wells #water #history #bisshopspalace #moat #stonewall #trees #reflections #clouds #sky

Wells bishop's palace moat with clouds moving across the sky

#photography #photo #somerset #wells #water #history #bisshopspalace #moat #stonewall #trees #reflections #clouds #sky

AI時代のMoatとは — 「もし明日、競合が同じプロダクトを出したらどう勝つか?」 - Qiita

AI時代のMoatとは — 「もし明日、競合が同じプロダクトを出したらどう勝つか?」 ファインディ株式会社主催のProduct Management Summit 2026 に参加してきました!本記事では、セーフィー株式会社 石川貴夫氏のセッション「AI×独自データ×共創...

Qiita
The Moat or the Commons — Warman Notes

American capital financed AI on the assumption it would be the next great monopoly. Open-weight models are commoditizing the capability that monopoly was supposed to protect. The collision between the two now defines the direction of the U.S. AI industry — and the country.

Museum of all things - pretty interesting "game" - Made with Godot, available on flathub

https://may.as/moat/

#museumofallthings #moat #godot #foss #game #museum

The Museum of All Things

#FotoVorschlag: Schlösser und Burgen // Castles and fortresses

📍 #HeverCastle, #Kent 🏰 🥰

Der Landsitz der Familie #Boleyn stammt aus dem 13. Jahrhundert. Anne Boleyn, die zweite Frau von Heinrich dem VIII. (ihr wisst schon, der mit den vielen Frauen), verbrachte einen Teil ihrer Kindheit hier. Seit 1383 war das #Schloss im Besitz von zwölf verschiedenen Familien, die alle irgendwie daran rumgefrickelt haben. Anfang des 20. Jahrhunderts wurde es von William Waldorf Astor, dem damals reichsten Mann Amerikas, gekauft und teils originalgetreu restauriert und teils fantasievoll erweitert, vor allem die Gartenanlagen. Vom mittelalterlichen Original ist zwar nicht mehr viel übrig geblieben, aber Hever Castle und vor allem seine Schlossgärten sind trotzdem wunderschön und sehr empfehlenswert. Ein Tagesausflug von London aus ist super machbar, sogar mit Kindern.
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The country seat of the Boleyn family dates back to the 13th century. Anne Boleyn, second wife of Henry VIII (you know, the one with the many wives), spent part of her childhood here. Since 1383, twelve different families have owned the #castle, each leaving their mark on the estate. In the early 20th century, William Waldorf Astor, the richest man in America at the time, purchased the castle. He undertook significant restoration and expansion, carefully preserving the original medieval structure while adding his own architectural and landscaping vision. Though little of the original medieval structure remains, the castle and especially its gardens are truly stunning. If you're in London and have a day to spare, #Hever Castle makes for a fantastic day trip (even with kids)!


#Wassergraben #Schlossgraben #moat #Schloss #CountryHouse #AnneBoleyn #Tudor #Edenbridge
Good Taste the Only Real Moat Left

AI makes competent output cheap. That makes taste more valuable, but also more incomplete. The real edge comes from pairing judgment with context, stakes, and the willingness to build.

Raj Nandan Sharma
Hiroshima castle moat (photo taken in November).
#travelphotography #japantravel #hiroshima #hiroshimacastle #moat #photography