Blog
Research notes, framework deep-dives, and market commentary from the WhatsTheMoat team.
Framework Explained
Welcome to the WhatsTheMoat Blog
Why we're building research notes in public — what to expect here, how it complements the reports, and the first few pieces we're working on.
·3 min read
Analysis
Quantum Computing Meets Space Tech: Where the Two Curves Actually Intersect
Space tech is projected to cross $1.8T by 2035 per McKinsey, and quantum computing is the unlock for three specific bottlenecks — orbital mechanics, satellite comms encryption, and Earth observation data processing. Here's the trajectory.
·5 min read