“Strong technical moat through codebase understanding and AI research”
Color me skeptical: does this codebase understanding belong (exclusively) to the company? Is it hard for others (eg Microsoft or Google or GitHub) to reproduce? If so how and why? Is this company actually doing significant research? How do they find time to manage that with such growth rates, and why would that research be hard for big competitors to replicate?
“Strong technical moat through codebase understanding and AI research”
Color me skeptical: does this codebase understanding belong (exclusively) to the company? Is it hard for others (eg Microsoft or Google or GitHub) to reproduce? If so how and why? Is this company actually doing significant research? How do they find time to manage that with such growth rates, and why would that research be hard for big competitors to replicate?