Lens family
19 analyses · Moat & CompetitionEcosystem Lock-in
Shopify Locks You In With Architecture: a Payments Surcharge and a Self-Repaying Loan
Shopify
Right-to-Repair Is Winning the Argument and Losing the Footnotes
The Right-to-Repair Movement
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
Sony Built the Tightest Lock-In in Gaming. Then It Got Scared of Its Own Open Door.
Sony
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 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 Holds Customers With Three Layers: Architectural Debt, Licensing Fog, and the Audit
Oracle
Intuit Owns Two Lock-Ins. Only One of Them Is Actually Strong.
Intuit
Prime's Flywheel Is Real. It's Also Partly Coerced.
Amazon
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
ServiceNow's Moat Is Widening — and Getting More Expensive by the Quarter
ServiceNow
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
The $30,000 Habit Wall Street Can't Quit: Inside the Bloomberg Terminal's Lock-In
Bloomberg
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