weaker-moat domain/web model fits the framework’s moat discussion.
GoDaddy is portrayed as having weaker moats, consistent with the idea that domain/web players may be easier to displace.
The segment uses the four intangible pillars to reason about who should have wider switching costs. GoDaddy’s domain and website registration model is framed as one where the moat is less defensible than enterprise software, so it fits the idea of higher disruption vulnerability.
"He Quantified 200 Years of Disruption | Kai Wu on Separating Software Survivors from Value Traps"