learninpublic

Anyone have counter examples to this? Companies that seemingly won the market without clearly defining a narrow wedge?

This is the kind of long-term investment needed to push metaverse forward. I think it basically requires a founder-CEO to accomplish, as public markets apply way too much short term focus to any other executive.

Seems like FB or TWTR or NTFLX or TSLA are the only big players able to accomplish risks like this at this point...