[peder]

> I don't see the business model working.

Same. It's a nightmare from a Porter's Five Forces perspective.

There will be a ton of businesses competing in this space, and there will be something of a moat due to how capital intensive the business can be, but there will still basically be infinite competitors.

Great for consumers.

[ex-aws-dude]

Well in reality AWS will just host one of them and most companies will use that

Like how snapchat kind of fell off because the feature could just be a subset of instagram

It seems like it would just become a commodity like EC2

[bakies]

Snapchat is huge and growing

[ex-aws-dude]

Totally, the stock is doing so well

[beanard]

i can't wait for their foray into AR!