Mind of a Tech Executive
Mind of a Tech Executive (MOATE) is your exclusive dive into the strategic maneuvers of Big Tech executives. We're not just scratching the surface; we're revealing the strategic why behind their pivotal decisions to fortify their dominance as tech titans.
Discover the unseen chess moves that shape our digital landscape. Join us on MOATE, and let's decode the genius behind the giants together.
The name is the thesis. A moat is whatever keeps a company's position defensible when competitors, regulators, or a platform shift come for it. Most coverage reports what happened. MOATE works out why — which moat the move is meant to build, widen, or defend, and whether it will hold.
What you'll find here
- Analysis, not news. Pieces are written when there's a strategic argument to make, not on a schedule.
- One company, one decision, one moat. Each article closes with The Moat — a plain-language summary of the fortification at stake.
- Organized by company and theme, so you can follow a single player over time or trace a pattern across the industry.
Who writes it
MOATE is written by Josh Gray.
Everything here is analysis and opinion, not investment advice.