Zack KanterVerified account

@zackkanter we've always had generic drugs, but I see us going to a place where there are tons and tons of "me-too" generic everythings.

@zackkanter and does that mean a brand is more important, or does it mean consumers are caring less about brands?

@BillDA I think Amazon's review system makes it easier to trust a no-name product. Used to be risky to buy a no-name product in-store.

@zackkanter true, but we all know how terribly gamed those are.

@zackkanter Conventional wisdom says brand is the best moat you can have. But I'm not sure if there's any moat at all these days.

@BillDA brands are the old moat. The new moat is the #1 slot on Amazon.

@zackkanter that's no moat at all - Amazon changes the algorithm and boom, you're toast.

@BillDA yep. For big players, brand is still the moat - but for smaller players, I think the moat is evaporating.