Erik Kriessmann on X: “Durable moats matter, go figure. @faire_wholesale should fair well the…”

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Erik Kriessmann

@ekriessmann

Durable moats matter, go figure.

@faire_wholesale should fair well then :)

Gokul Rajaram@gokulr · Sep 24

The Consupocalypse

Consumer commerce is having its own SaaSpocalypse moment thanks to Muse, Instinct and personal agents. (eg: Month to date Booking share price is -21%, Expedia is -18%, and Airbnb is -18%)

IMO, when the dust settles, companies that will be left standing will

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Sep 25, 2026, 11:47 PM UTC

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Erik Kriessmann on X: “Durable moats matter, go figure. @faire_wholesale should fair well the…” | PeekX