[calvinmorrison]

"It’s not about coming to market soonest. "

First Mover effect seems only relevant when goverment warrants are involved. Think radio licenses, medical patents, etc. Everywhere else, being a first mover doesnt seem to correlate like it should to success.

[drBonkers]

Network effects.

See social media, bitcoin, iOS App Store, blu-ray, Xbox live, and I’m sure more I can’t think of rn.

[calvinmorrison]

Network effects are maybe akin to "phsyical effects". Non-monopoly but physical space is also another 'first mover' type of moat.