The infrastructure moat is real — a rival can clone the feature, not the decade of concrete. But it describes a position that was bought with winnings, not a way to start. The book maps the fortress. It doesn’t map the walk there.
What it says
A feature gets copied in three months; a fulfilment network takes ten years.
So the physical stuff stops being overhead and starts being armour.
That reading is right about the giants, and it’s the whole argument.
Here’s the objection: it explains dominance, and dominance is not a starting position.
Nobody builds a continent of warehouses before they have customers to fill it.
The moat gets dug with the money the winning already made.
So it’s a book about how the endgame is held, not how it’s reached.
Watch more on YouTube: @peruze-in.
Voiceover is AI-generated. Ideas come from books I have read.
