Lens family
24 analyses · Moat & CompetitionEcosystem Lock-in
Shopify Locks You In With Architecture: a Payments Surcharge and a Self-Repaying Loan
Shopify
Data Gravity Keeps Salesforce Customers Put: $72.4B in Backlog and a Multi-Year Exit Project
Salesforce
When Partners Earn $5.80 Per Salesforce Dollar, the Ecosystem Guards the Gate Itself
Salesforce
Microsoft's Windows-Office Loop Outlived the Antitrust Trial — and It's Still Running
Microsoft
What Holds Westlaw at 97% Recurring Revenue? A Century-Old Classification System
Thomson Reuters
Marriott Raised $920 Million in Days in May 2020 by Selling Future Points to Chase and Amex
Marriott
Hilton's $916 Million Pile of Unspent Points Is an Interest-Free Float
Hilton
The da Vinci Robot Is the Bait — 84% of Intuitive's 2024 Revenue Was Recurring
Intuitive Surgical
Hilton Honors Sidesteps the Booking Sites With 211 Million Members and a Wall of Points
Hilton
Salesforce's Deepest Moat Is Human: 200,000 Careers Built on the Software Staying Put
Salesforce
Oracle's Audit Is the Second Invoice — Partners Get Paid Only When They Find a Shortfall
Oracle
Oracle Holds Customers With Three Layers: Architectural Debt, Licensing Fog, and the Audit
Oracle
Teams Passed Slack in Daily Users by July 2019 — Before the EU Complaint Was Even Filed
Microsoft
$53.8 Million in Lobbying Later, Intuit Watched IRS Direct File Die
Intuit
SAP's 2027 Deadline Is a Funnel, and €63.3B of Cloud Backlog Shows It Working
SAP
Intuit Owns Two Lock-Ins. Only One of Them Is Actually Strong.
Intuit
Prime's Flywheel Is Real. It's Also Partly Coerced.
Amazon
John Deere Sells You the Tractor. The Repair Is the Subscription.
Deere (John Deere)
Apple's Strongest Lock-In Is Free. It's the Color of a Text Bubble.
Apple
ServiceNow Sells Workflows, Not Data. The Lock-In Is Realer — and Narrower — Than It Sounds.
ServiceNow
Right-to-Repair Is Winning the Argument and Losing the Footnotes
The Right-to-Repair Movement
Sony Built the Tightest Lock-In in Gaming. Then It Got Scared of Its Own Open Door.
Sony
ServiceNow's Moat Is Widening — and Getting More Expensive by the Quarter
ServiceNow
The $30,000 Habit Wall Street Can't Quit: Inside the Bloomberg Terminal's Lock-In
Bloomberg