I agree! But do remember the context of my argument: I’m arguing from within the context of ‘rare and valuable skill’. I didn’t explicitly mention it, but the point of this post is to explore a fourth pattern, apart from the other three I’ve already explicated elsewhere.
tl;dr: you get a moat through rare and valuable skills; this breaks down to roughly two paths: you can get a moat by being the best in one skill, or you can get a moat by being the best at a rare and valuable combination of skills. The second bucket breaks down to three categories (and now possibly four): a) it’s a rare and valuable combination because the path to acquire it is opaque, or b) because it’s distasteful, or c) because you’re early or d) because the combination is rare in a single person.
In the interest of full disclosure — while this is the best I’ve got, I’m still not perfectly happy with it. For instance, I know people who derive power from their network, and I think there might be something there. I’ve also noticed that reputation counts for something. And I’m sure we all know one or two people whose entire career strategy is “become unfireable to some company, but be stuck in that company forever”. That’s a moat, though whether it’s an attractive one is hard to say.
I’m still actively investigating all of these forms.