[yunwal]

> So...what's the moat? Why can't anyone build a clone sight and come in with slightly cheaper shipping and undercut his business?

The dumbest dismissals of business ideas always start with this phrase. Moats aren't like some obvious thing where you pull up a ladder and no one can follow you. Usually just having a slightly better UX (or a UX that people are used to) is enough to be a moat. Users latch onto things they have good experiences with.

Of course, if you want to benefit from anticompetitive business practices (outprice competition, drive them out of business, hike prices), rather than value creation, you need a big pull-up-ladder-type moat, but not every company needs to be Uber/Lyft getting in winner-take-all funding wars.