does this really need a new thread?
I dont know about anyone else, but it is becoming difficult to keep track of all the threads and digest information. Unless there is a need to start a new topic, why all the new threads?
Anyway, economic moat is an interesting point. I would say that this is provided by:
- a product combining social interaction and competition, mobile gaming, and the chance to win money and prizes
- incredible marketing to gain rapid and widespread market foothold
- relationship with telcos during 5G rollout (EM1 is ahead here I think) which is critical to success for widespread streaming of AAA content
- first-mover advantage (this is still unclear but if we get ahead during next two asset launches, first-mover advantage will prove moat-ish at least market-wise if APT's first-mover advantage in the BNPL sector is anything to go by)
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