alt Hacker NewsTheir moat is only for people who feel like eating a McDonald’s. That’s what the article is saying - when analysed they don’t actually have much of a moat because there are so many other options and competitors including cooking at home. Yet they still survive and look as if they have a moat. A moat for McDonald’s would be if their customers ate there every day or even every meal, and few people actually do that.
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ilovecake1984 • today at 7:09 AM
Corals has no moat. The foo business is notoriously competitive with thin margins.
If that’s what Ai looks like they are in trouble.
McDonald has a giant moat: Consistency
I can pop into any McDonald across the world and be 99.9% sure that the meal will be clean and taste like what I except McDonald to taste.
I don’t love fast food but I’ve been to a lot of them, across a wide enough range of country , to say that every other fast food chain struggles hard with that.