Analysts warn the TACO trade won’t last forever...

Shared on r/business with 432 upvotes.

So we've been obsessing over "the moat" at my startup lately. It's the classic question: what actually protects us long-term? Nothing tunes the senses on this like watching somene else's moat disappear. In our weekly eng meeting, we were figuring out how to handle customer bug reports post-launch. One idea was routing them straight to Linear for triage. Normal stuff. We tabled it. More important stuff to do. Here's the thing though, my co-founder has basically stopped using Linear. We have a coo

Stratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out: I will return to my usual posting schedule on Tuesday, March 31. All other Stratechery Plus content, including my podcasts, will stay on schedule.