Platform Dependency Moat Paradox

When a technology leader rapidly scales through a distribution platform but becomes trapped in long-term dependence on the platform's pricing power and customer relationships, ultimately eroding their competitive moat. The fundamental tension between technological superiority and commercial autonomy.

Articles on this principle

• Waymo's Escape from Uber: Why Build Advanced Technology Only to Be Held Hostage by a Platform?

  When your autonomous driving technology is the most advanced in the world, yet you can only survive through Uber's app—are you expanding your market or selling your moat to your competitor?