Lens family
27 analysesEcosystem Lock-In ✕
SAP's 2027 Deadline Isn't a Cliff. It's a Funnel SAP Built on Purpose.
SAP
WeChat's Moat Isn't Switching Costs. It's a Border.
Tencent
ServiceNow's Moat Is Widening — and Getting More Expensive by the Quarter
ServiceNow
Intuit's Best Investment Isn't Software. It's Lobbyists.
Intuit
John Deere Sells You the Tractor. The Repair Is the Subscription.
Deere (John Deere)
ServiceNow Sells Workflows, Not Data. The Lock-In Is Realer — and Narrower — Than It Sounds.
ServiceNow
Apple's Strongest Lock-In Is Free. It's the Color of a Text Bubble.
Apple
Prime's Flywheel Is Real. It's Also Partly Coerced.
Amazon
Intuit Owns Two Lock-Ins. Only One of Them Is Actually Strong.
Intuit
Microsoft Didn't Beat Slack. It Made Slack a Line Item You Had to Decline.
Microsoft
Oracle's Database Doesn't Keep You. The Audit Does.
Oracle
Oracle's License Audits Aren't a Compliance Check. They're a Sales Channel.
Oracle
Microsoft Doesn't Trap You With Contracts. It Traps You With Plumbing.
Microsoft
Oracle Doesn't Sell Software. It Sells the Inability to Leave.
Oracle
Salesforce Didn't Lock In Your Company. It Locked In Your Career.
Salesforce
PayPal's Lock-In Is a Velvet Rope, Not a Locked Door. And the Difference Is Everything.
PayPal
Hilton Doesn't Run a Rewards Program. It Runs a Switching-Cost Machine.
Hilton
Intuitive Doesn't Sell Robots. It Sells the Razor and Owns Every Blade.
Intuitive Surgical
Hilton's Most Profitable Asset Isn't a Hotel. It's the Points You Forgot to Spend.
Hilton
Marriott Doesn't Run a Loyalty Program. It Runs a Bank It Can Borrow Against.
Marriott
Westlaw's Real Moat Isn't the Case Law. It's the Way the Law Is Filed.
Thomson Reuters
Sony Built the Tightest Lock-In in Gaming. Then It Got Scared of Its Own Open Door.
Sony
Microsoft's Real Monopoly Was Never the One the Government Sued. It Was a Loop Nobody Drew on Purpose.
Microsoft
Salesforce's Real Moat Isn't the CRM. It's the 3,668 Developers Who Can't Afford to Leave.
Salesforce
Salesforce's Real Moat Isn't the 10,000 Apps. It's the Data You Can't Take With You.
Salesforce
Right-to-Repair Is Winning the Argument and Losing the Footnotes
The Right-to-Repair Movement
Shopify Doesn't Trap You With a Contract. It Taxes You for Leaving.
Shopify