The playful exchange between Elon Musk and Warren Buffett on competitive moats piqued our curiosity in this Industry Focus: Consumer Goods discussion.
Just how hard is it to start a company from scratch and enter the candy business -- as Musk has jokingly threatened to do? We analyze the barriers to thriving within this unique sector as part of our broader look at Musk and Buffet's "competitive moat" debate.
A full transcript follows the video.
This video was recorded on May 8, 2018.
Vincent Shen: Focusing now on the debate between Musk and Buffett, the questions we're really looking at are, is the moat around candy specifically as wide as Buffett thinks, given his reference to See's Candies? And, can Musk really disrupt the industry enough to overcome that moat, if he were to seriously pursue an opportunity like that. He seemed to be tongue-in-cheek joking earlier, but it'd be interesting to see what somebody like him could come up with, given his track record with PayPal, SpaceX, Tesla.
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