logoalt Hacker News

dnnddidiejtoday at 9:21 AM1 replyview on HN

Oh less than Atlassian. Suprised.


Replies

philipwhiuktoday at 10:54 AM

Atlassian has a moat of features despite being expensive. You see nibbles by stuff like Monday.com but never big chunks.

CloudFlare is honestly still iterating to find a moat other than 'really cheap'.

High P/E means a good moat.

(Too high and everyone is looking for a start-up to eradicate your product segment of course).