Tuesday, May 15, 2018

“If your only defense against invading armies is a moat, you will not last long. What matters is the pace of innovation — that is the fundamental determinant of competitiveness.”
– Elon Musk –

Last week Warren Buffet and Elon Musk had a bit of a Twitter dust up over the strategic business superiority of moats versus innovation… and it was fascinating. To catch up on this exchange and learn more about these two approaches check out “Elon Musk Wants to Fill Warren Buffett’s ‘Moat’ With Candy, but It Still Holds Water.”