What is Apple’s moat? They have an integrated hardware and manufacturing supply chain with their own OS and a proprietary chip architecture that no other device manufacturer on earth competes with!
Same with postman. Right now they are so much ahead in features that it would take multiple years for other company to match it.
I agree 100%. I just said the same is true for postman that it is hard for some other company to replace it.
Google picked "How do we save (an additional) 20B+ per year in cash payments to a competitor" and "how do we have a path to accessing the world's data ... that is on a phone." -- and then won at both.