For the last decade, the friend graph was the most important moat in social networks

If your app had any chance at all, it had to connect users to 7 friends in 24 hours.

However, as TikTok is now demonstrating, the moat has changed:
Can you make my feed relevant in 5 scrolls?

Friendfinding is ultimately just a way to create a relevant feed. And it takes a lot of taps & waiting for friend-accepts.

TikTok’s ability to get to relevancy without all of that work is an incredibly deep moat that can’t just be solved by a startup with clever contact sync UX.