Love it! I find this a great Lens to look through for strategy planning. Of course, network effects are moats too. Eg, many service providers and entities using the same system would provide moats. If the core software architecture is different enough I can see situations that leads to features that are simply not possible for the incumbents to copy because they are sitting on legacy infrastructure. I love #10 (and I loved Canva), but the moment I see that the only way to get onboarded is through sales, I see opportunity to eat some of their lunch. Connected to #1 is also authority on the topic. Or perceived relationship built through social media adds to the moat. Thanks a lot!
“Not at all, then all at once.” I’d take very seriously the implications of “user generated software” becoming exponentially better within the next 18 months. A massive amount of software subscriptions becomes indefensible when text-to-software becomes more robust by the week. The idea that you can hire a designer internal to build your marketing materials makes sense. Soon to will the idea that much of the software you need, even as a non-technical company, is available easier and cheaper if handled internally by the smart intern. Or at 90% the price any company with many employees could afford to compete with. There’s a lot to unpack and debate, but I would advise everyone to be extremely openminded around just how solvable most caveats to this claim are by simply applying the same general intelligence to solve it.
Love it! I find this a great Lens to look through for strategy planning.
Of course, network effects are moats too. Eg, many service providers and entities using the same system would provide moats.
If the core software architecture is different enough I can see situations that leads to features that are simply not possible for the incumbents to copy because they are sitting on legacy infrastructure.
I love #10 (and I loved Canva), but the moment I see that the only way to get onboarded is through sales, I see opportunity to eat some of their lunch.
Connected to #1 is also authority on the topic. Or perceived relationship built through social media adds to the moat.
Thanks a lot!
Great Video
Thanks!
“Not at all, then all at once.”
I’d take very seriously the implications of “user generated software” becoming exponentially better within the next 18 months.
A massive amount of software subscriptions becomes indefensible when text-to-software becomes more robust by the week.
The idea that you can hire a designer internal to build your marketing materials makes sense.
Soon to will the idea that much of the software you need, even as a non-technical company, is available easier and cheaper if handled internally by the smart intern. Or at 90% the price any company with many employees could afford to compete with.
There’s a lot to unpack and debate, but I would advise everyone to be extremely openminded around just how solvable most caveats to this claim are by simply applying the same general intelligence to solve it.